Use this checklist to find processes that may be worth automating. Start with one category and one workflow rather than connecting every tool at once.
Marketing
- Capture form submissions into one system.
- Tag leads by source or campaign.
- Schedule repeatable reporting.
- Notify the team when a high-intent lead arrives.
Sales
- Create follow-up tasks after meetings.
- Keep contact fields synchronized.
- Generate reminders for stalled opportunities.
Customer support
- Route requests by topic.
- Attach account context to new tickets.
- Escalate messages that match high-priority conditions.
Operations
- Generate recurring status reports.
- Archive files using predictable naming rules.
- Alert on failed jobs rather than checking dashboards manually.
Before turning anything on
- Define who owns the workflow.
- Test with sample data.
- Keep a manual fallback.
- Log failures.
- Review the automation after the first week.