{"name":"The Automation Index","publisher":"CXJ Labs (https://cxjlabs.io). Not independent: CXJ Labs sells automation services.","methodology":"https://theautomationindex.com/methodology/","license":"https://creativecommons.org/licenses/by/4.0/","updated":"2026-11-09","entries":[{"slug":"meeting-notes-and-action-items","process":"Meeting notes and action items","question":"Can meeting notes and action items be automated?","category":"Operations","roles":["executive-assistant","operations-manager","owner-operator"],"share_automatable":0.75,"baseline_hours_per_week":10.5,"hours_saved_per_week":7.5,"scenario":"A 12-person agency holding about 15 internal and client meetings a week, with an assistant or project manager writing up notes by hand.","answer":"Mostly. Recording, transcribing, summarising and turning decisions into tasks are largely automatable today with AI note-takers. In our model about 75% of the time goes to software. What stays human is checking that each action has a real owner and date, and chasing the people who said yes and then went quiet.","onet":["43-6011.00","11-1021.00"],"tools":["Fireflies","AI agent","n8n","Notion","Slack"],"tasks":[{"task":"Take notes during the meeting","activity_type":"data-collection","minutes_per_week":225,"share_automatable":0.85},{"task":"Write up the summary and decisions","activity_type":"data-processing","minutes_per_week":150,"share_automatable":0.8},{"task":"Pull out action items with an owner and a date","activity_type":"data-processing","minutes_per_week":75,"share_automatable":0.7},{"task":"Create the tasks in the project tool","activity_type":"data-processing","minutes_per_week":60,"share_automatable":0.9},{"task":"Send the recap to attendees or the client","activity_type":"stakeholder-interaction","minutes_per_week":45,"share_automatable":0.6},{"task":"Chase owners on open actions","activity_type":"managing-others","minutes_per_week":60,"share_automatable":0.3}],"url":"https://theautomationindex.com/automate/meeting-notes-and-action-items/"},{"slug":"shared-inbox-triage","process":"Shared inbox triage","question":"Can shared inbox triage be automated?","category":"Operations","roles":["office-administrator","customer-success","operations-manager"],"share_automatable":0.76,"baseline_hours_per_week":13.5,"hours_saved_per_week":10,"scenario":"A home-services business with one shared info@ inbox receiving about 400 emails a week, triaged by an office administrator.","answer":"Mostly. Sorting, routing, archiving noise and logging enquiries are highly automatable today, and AI now handles routine replies well. In our model about 75% of triage time can go to software. What stays human is spotting the angry or unusual email and answering anything where a wrong reply would cost money or trust.","onet":["43-6014.00","43-9061.00","43-4051.00"],"tools":["Gmail","AI agent","n8n","HubSpot","Slack"],"tasks":[{"task":"Read and categorise incoming emails","activity_type":"data-collection","minutes_per_week":300,"share_automatable":0.8},{"task":"Route each email to the right person or queue","activity_type":"data-processing","minutes_per_week":120,"share_automatable":0.9},{"task":"Reply to routine questions","activity_type":"stakeholder-interaction","minutes_per_week":180,"share_automatable":0.55},{"task":"Archive newsletters, notifications and spam","activity_type":"data-processing","minutes_per_week":60,"share_automatable":0.95},{"task":"Log new enquiries in the CRM","activity_type":"data-processing","minutes_per_week":90,"share_automatable":0.9},{"task":"Spot complaints and escalate them","activity_type":"applying-expertise","minutes_per_week":45,"share_automatable":0.4}],"url":"https://theautomationindex.com/automate/shared-inbox-triage/"},{"slug":"internal-request-intake","process":"Internal request intake","question":"Can internal request intake be automated?","category":"Operations","roles":["operations-manager","office-administrator"],"share_automatable":0.7,"baseline_hours_per_week":9,"hours_saved_per_week":6,"scenario":"A 40-person company where a two-person operations team receives about 50 requests a week by Slack message, email and in passing: access, purchases, data pulls and fixes.","answer":"Largely. Capturing requests, acknowledging them, sending status updates and answering 'where is my request?' are highly automatable. In our model about 70% of intake time can go to software. What stays human is deciding priority between competing requests and the weekly conversation about what will not get done this week.","onet":["11-1021.00","43-9061.00"],"tools":["Slack","Typeform","Airtable","n8n","AI agent"],"tasks":[{"task":"Capture requests from Slack and email into one tracker","activity_type":"data-collection","minutes_per_week":150,"share_automatable":0.9},{"task":"Ask for missing details","activity_type":"stakeholder-interaction","minutes_per_week":100,"share_automatable":0.6},{"task":"Prioritise and assign each request","activity_type":"applying-expertise","minutes_per_week":75,"share_automatable":0.4},{"task":"Send status updates to the requester","activity_type":"data-processing","minutes_per_week":100,"share_automatable":0.9},{"task":"Answer 'where is my request?' messages","activity_type":"stakeholder-interaction","minutes_per_week":60,"share_automatable":0.8},{"task":"Review the backlog each week","activity_type":"managing-others","minutes_per_week":45,"share_automatable":0.2}],"url":"https://theautomationindex.com/automate/internal-request-intake/"},{"slug":"sop-documentation","process":"SOP documentation","question":"Can SOP documentation be automated?","category":"Operations","roles":["operations-manager","owner-operator","hr-coordinator"],"share_automatable":0.59,"baseline_hours_per_week":8.5,"hours_saved_per_week":5,"scenario":"A 20-person service business maintaining around 30 SOPs, writing or updating about two a week, with an operations manager doing it alongside their main job.","answer":"Partly. AI can turn a recording of someone doing the job into a usable first draft, add screenshots and answer staff questions from the library. In our model about 60% of SOP time can go to software. What stays human is doing the process well on camera and checking the draft with the person who owns the job.","onet":["11-1021.00","43-4161.00"],"tools":["AI agent","Notion","Fireflies","n8n","Slack"],"tasks":[{"task":"Capture the process being done","activity_type":"data-collection","minutes_per_week":60,"share_automatable":0.5},{"task":"Write the first draft","activity_type":"data-processing","minutes_per_week":180,"share_automatable":0.75},{"task":"Add screenshots and format the document","activity_type":"data-processing","minutes_per_week":60,"share_automatable":0.8},{"task":"Review the draft with the person who owns the job","activity_type":"applying-expertise","minutes_per_week":60,"share_automatable":0.1},{"task":"Find SOPs that are out of date","activity_type":"data-collection","minutes_per_week":45,"share_automatable":0.6},{"task":"Answer staff questions the SOP should answer","activity_type":"stakeholder-interaction","minutes_per_week":90,"share_automatable":0.5}],"url":"https://theautomationindex.com/automate/sop-documentation/"},{"slug":"shift-handover-reports","process":"Shift handover reports","question":"Can shift handover reports be automated?","category":"Operations","roles":["operations-manager","receptionist","customer-success"],"share_automatable":0.67,"baseline_hours_per_week":8,"hours_saved_per_week":5.5,"scenario":"A clinic with two sites and two shifts a day, six days a week, where each outgoing shift lead writes a handover for the next.","answer":"Largely. Pulling what happened from booking, ticketing and phone systems, writing the note and compiling the weekly log are highly automatable. In our model about 65% of handover time can go to software. What stays human is judging which open issues matter most and the incoming lead actually reading and owning them.","onet":["11-1021.00","43-4171.00"],"tools":["n8n","AI agent","Slack","Google Sheets","Twilio"],"tasks":[{"task":"Gather what happened on the shift","activity_type":"data-collection","minutes_per_week":180,"share_automatable":0.8},{"task":"Write the handover note","activity_type":"data-processing","minutes_per_week":120,"share_automatable":0.7},{"task":"Flag open issues for the next shift","activity_type":"applying-expertise","minutes_per_week":60,"share_automatable":0.35},{"task":"Read and acknowledge the incoming handover","activity_type":"data-collection","minutes_per_week":60,"share_automatable":0.3},{"task":"Compile the weekly incident log for the manager","activity_type":"data-processing","minutes_per_week":60,"share_automatable":0.9}],"url":"https://theautomationindex.com/automate/shift-handover-reports/"},{"slug":"purchase-orders","process":"Purchase orders","question":"Can purchase orders be automated?","category":"Operations","roles":["operations-manager","bookkeeper","office-administrator"],"share_automatable":0.69,"baseline_hours_per_week":10,"hours_saved_per_week":7,"scenario":"An electrical contracting business raising about 40 purchase orders a week to a handful of regular suppliers, handled by an office administrator.","answer":"Largely. Raising purchase orders, sending them, routing approvals and matching deliveries and invoices to them are highly automatable. In our model about 70% of PO time can go to software. What stays human is approving larger spends, chasing late suppliers by phone and sorting out deliveries that do not match the order.","onet":["43-3031.00","43-9061.00","11-1021.00"],"tools":["Airtable","Xero","QuickBooks","n8n","AI agent","Slack"],"tasks":[{"task":"Collect what is needed from job sheets and engineers","activity_type":"data-collection","minutes_per_week":160,"share_automatable":0.6},{"task":"Raise the purchase order","activity_type":"data-processing","minutes_per_week":160,"share_automatable":0.85},{"task":"Approve orders above the threshold","activity_type":"applying-expertise","minutes_per_week":30,"share_automatable":0.5},{"task":"Send the PO and confirm with the supplier","activity_type":"stakeholder-interaction","minutes_per_week":80,"share_automatable":0.75},{"task":"Match delivery notes and invoices to the PO","activity_type":"data-processing","minutes_per_week":120,"share_automatable":0.75},{"task":"Chase late deliveries","activity_type":"stakeholder-interaction","minutes_per_week":60,"share_automatable":0.4}],"url":"https://theautomationindex.com/automate/purchase-orders/"},{"slug":"data-entry-between-systems","process":"Data entry between systems","question":"Can data entry between systems be automated?","category":"Operations","roles":["office-administrator","operations-manager","executive-assistant"],"share_automatable":0.8,"baseline_hours_per_week":10.5,"hours_saved_per_week":8.5,"scenario":"A 15-person agency running a CRM, a project tool, accounting software and several Google Sheets trackers, with an administrator moving about 150 records a week between them.","answer":"Mostly. Copying records from one tool into another, updating spreadsheets and re-keying data from PDFs are among the most automatable work there is. In our model about 80% of this time can go to software. What stays human is deciding which system is right when records disagree, and fixing the mismatches that rules cannot.","onet":["43-9021.00","43-9061.00","43-6014.00"],"tools":["n8n","Make","Zapier","AI agent","Google Sheets","Airtable"],"tasks":[{"task":"Copy new client details into the project tool and accounting system","activity_type":"data-processing","minutes_per_week":150,"share_automatable":0.95},{"task":"Update spreadsheet trackers from other tools","activity_type":"data-processing","minutes_per_week":180,"share_automatable":0.9},{"task":"Re-key data from PDFs and emails","activity_type":"data-collection","minutes_per_week":150,"share_automatable":0.75},{"task":"Check that records match across systems","activity_type":"data-processing","minutes_per_week":90,"share_automatable":0.8},{"task":"Fix mismatches and decide which system is right","activity_type":"applying-expertise","minutes_per_week":60,"share_automatable":0.2}],"url":"https://theautomationindex.com/automate/data-entry-between-systems/"},{"slug":"appointment-reminders","process":"Appointment reminders","question":"Can appointment reminders be automated?","category":"Appointment setting","roles":["appointment-setter","receptionist","sales-manager"],"share_automatable":0.82,"baseline_hours_per_week":9,"hours_saved_per_week":7.5,"scenario":"A sales team with two closers taking about 60 booked calls a week from inbound leads, with one setter handling reminders by hand.","answer":"Yes. Confirmations, timed reminders and CRM status updates are almost fully automatable today, and together they make up most of the work. In our model about 80% of reminder time can go to software. What stays human is calling the unconfirmed few and answering unusual replies, which is where most saved no-shows actually come from.","onet":["43-4171.00","41-9041.00"],"tools":["GoHighLevel","Calendly","Twilio","n8n","AI agent","HubSpot"],"tasks":[{"task":"Send a booking confirmation with the time, link and what to prepare","activity_type":"data-processing","minutes_per_week":120,"share_automatable":0.95},{"task":"Send reminders the day before and on the day","activity_type":"data-processing","minutes_per_week":180,"share_automatable":0.95},{"task":"Read and act on replies (confirm, reschedule, questions)","activity_type":"stakeholder-interaction","minutes_per_week":90,"share_automatable":0.6},{"task":"Phone leads who have not confirmed","activity_type":"stakeholder-interaction","minutes_per_week":60,"share_automatable":0.25},{"task":"Update confirmation status in the CRM","activity_type":"data-processing","minutes_per_week":60,"share_automatable":1},{"task":"Check for double bookings and time-zone mistakes","activity_type":"data-processing","minutes_per_week":30,"share_automatable":0.9}],"url":"https://theautomationindex.com/automate/appointment-reminders/"},{"slug":"appointment-booking","process":"Appointment booking","question":"Can appointment booking be automated?","category":"Appointment setting","roles":["receptionist","office-administrator","owner-operator"],"share_automatable":0.82,"baseline_hours_per_week":8.5,"hours_saved_per_week":7,"scenario":"A services business with three staff taking appointments, receiving about 40 booking requests a week by phone, email and web form, handled by one administrator.","answer":"Mostly. Finding a time, creating the calendar event, sending the invite and logging the booking are rules-based and almost fully automatable today. In our model about 80% of booking time can move to software. What stays human is the minority of requests that are urgent, complicated or need someone to decide who should take them.","onet":["43-4171.00","43-6014.00"],"tools":["Calendly","GoHighLevel","n8n","HubSpot","Twilio"],"tasks":[{"task":"Agree a time with the customer","activity_type":"data-processing","minutes_per_week":240,"share_automatable":0.85},{"task":"Collect the details needed before the appointment","activity_type":"data-collection","minutes_per_week":80,"share_automatable":0.8},{"task":"Create the calendar event and send the invite with location or video link","activity_type":"data-processing","minutes_per_week":60,"share_automatable":1},{"task":"Assign the booking to the right staff member","activity_type":"data-processing","minutes_per_week":40,"share_automatable":0.9},{"task":"Log the booking in the CRM","activity_type":"data-processing","minutes_per_week":40,"share_automatable":1},{"task":"Handle urgent, complex or special requests","activity_type":"stakeholder-interaction","minutes_per_week":45,"share_automatable":0.2}],"url":"https://theautomationindex.com/automate/appointment-booking/"},{"slug":"rescheduling-and-cancellations","process":"Rescheduling and cancellations","question":"Can rescheduling and cancellations be automated?","category":"Appointment setting","roles":["receptionist","office-administrator"],"share_automatable":0.72,"baseline_hours_per_week":5,"hours_saved_per_week":3.5,"scenario":"A service business running about 70 appointments a week, where around 12 are rescheduled and 6 cancelled, handled by a receptionist.","answer":"Yes, largely. Offering new times, updating calendars and records, and filling freed slots from a waitlist are rules-based and automate well. In our model about 70% of the work can move to software. What stays human is trying to save a cancellation and applying the cancellation policy fairly when the circumstances are unusual.","onet":["43-4171.00","43-6014.00"],"tools":["Calendly","GoHighLevel","n8n","Twilio","AI agent"],"tasks":[{"task":"Read reschedule and cancellation requests across channels","activity_type":"data-collection","minutes_per_week":45,"share_automatable":0.7},{"task":"Offer new times and rebook","activity_type":"data-processing","minutes_per_week":90,"share_automatable":0.9},{"task":"Update the calendar, CRM and the affected staff member","activity_type":"data-processing","minutes_per_week":40,"share_automatable":1},{"task":"Fill the freed slot from a waitlist","activity_type":"data-processing","minutes_per_week":45,"share_automatable":0.8},{"task":"Try to save a cancellation","activity_type":"stakeholder-interaction","minutes_per_week":60,"share_automatable":0.3},{"task":"Apply the cancellation policy or fee","activity_type":"applying-expertise","minutes_per_week":20,"share_automatable":0.5}],"url":"https://theautomationindex.com/automate/rescheduling-and-cancellations/"},{"slug":"missed-call-text-back","process":"Missed-call text back","question":"Can missed-call follow-up be automated?","category":"Appointment setting","roles":["owner-operator","receptionist"],"share_automatable":0.63,"baseline_hours_per_week":6,"hours_saved_per_week":3.5,"scenario":"A local trades business with four engineers, receiving about 120 calls a week, missing around 35 because staff are on jobs.","answer":"Yes, mostly. Spotting a missed call, texting the caller within a minute, logging the enquiry and sorting replies by urgency are all automatable today. In our model about 60% of missed-call handling can move to software. The callback itself, especially for urgent or high-value jobs, should stay with a person who can quote and reassure.","onet":["43-4171.00","11-1011.00"],"tools":["GoHighLevel","Twilio","n8n","AI agent","Slack"],"tasks":[{"task":"Notice missed calls and identify the caller","activity_type":"data-collection","minutes_per_week":60,"share_automatable":1},{"task":"Text back to acknowledge and ask what they need","activity_type":"data-processing","minutes_per_week":70,"share_automatable":0.95},{"task":"Sort replies into urgent, quote request or other","activity_type":"data-collection","minutes_per_week":60,"share_automatable":0.65},{"task":"Call back urgent and high-value enquiries","activity_type":"stakeholder-interaction","minutes_per_week":120,"share_automatable":0.15},{"task":"Log the enquiry in the CRM","activity_type":"data-processing","minutes_per_week":35,"share_automatable":1}],"url":"https://theautomationindex.com/automate/missed-call-text-back/"},{"slug":"lead-qualification","process":"Lead qualification","question":"Can lead qualification be automated?","category":"Appointment setting","roles":["appointment-setter","sales-rep","sales-manager"],"share_automatable":0.6,"baseline_hours_per_week":10.5,"hours_saved_per_week":6.5,"scenario":"A B2B services firm receiving about 80 inbound leads a week from its website and ads, with one setter qualifying before booking calls.","answer":"Partly. Collecting form answers, researching the company, scoring against clear criteria and logging the outcome automate well today. In our model about 60% of qualification time can move to software. The qualifying conversation for borderline leads stays human, because buying intent, authority and timing are rarely stated plainly on a form.","onet":["41-9041.00","41-3091.00"],"tools":["Typeform","Clay","AI agent","n8n","HubSpot"],"tasks":[{"task":"Review form answers","activity_type":"data-collection","minutes_per_week":120,"share_automatable":0.85},{"task":"Research the company and contact","activity_type":"data-collection","minutes_per_week":160,"share_automatable":0.75},{"task":"Score the lead against your criteria","activity_type":"applying-expertise","minutes_per_week":80,"share_automatable":0.6},{"task":"Qualifying conversation with borderline leads","activity_type":"stakeholder-interaction","minutes_per_week":200,"share_automatable":0.2},{"task":"Disqualify politely and route to nurture","activity_type":"data-processing","minutes_per_week":40,"share_automatable":0.9},{"task":"Record the outcome and reasons in the CRM","activity_type":"data-processing","minutes_per_week":40,"share_automatable":1}],"url":"https://theautomationindex.com/automate/lead-qualification/"},{"slug":"speed-to-lead","process":"Speed to lead","question":"Can speed to lead be automated?","category":"Appointment setting","roles":["appointment-setter","sales-manager","owner-operator"],"share_automatable":0.65,"baseline_hours_per_week":11,"hours_saved_per_week":7,"scenario":"A coaching and education business running paid social ads that generate about 150 leads a week, with two setters working weekday hours.","answer":"Mostly. Spotting new leads, sending a personal first message and routing the lead to an available setter can all happen within seconds, every time, including nights and weekends. In our model about 65% of first-response work is automatable. The first live conversation still matters most, so automation should get a person on the phone faster, not replace them.","onet":["41-9041.00","11-2022.00"],"tools":["GoHighLevel","n8n","Twilio","Slack","AI agent"],"tasks":[{"task":"Watch for new leads across all sources","activity_type":"data-collection","minutes_per_week":90,"share_automatable":1},{"task":"Send a personal first message","activity_type":"data-processing","minutes_per_week":150,"share_automatable":0.95},{"task":"Make the first call","activity_type":"stakeholder-interaction","minutes_per_week":300,"share_automatable":0.35},{"task":"Route the lead to an available setter","activity_type":"data-processing","minutes_per_week":45,"share_automatable":0.95},{"task":"Reply to leads who arrive out of hours","activity_type":"stakeholder-interaction","minutes_per_week":60,"share_automatable":0.7}],"url":"https://theautomationindex.com/automate/speed-to-lead/"},{"slug":"social-dm-appointment-setting","process":"Social DM appointment setting","question":"Can social media DM appointment setting be automated?","category":"Appointment setting","roles":["appointment-setter","marketing-coordinator"],"share_automatable":0.44,"baseline_hours_per_week":21,"hours_saved_per_week":9.5,"scenario":"A creator-led coaching business receiving about 200 inbound Instagram DMs a week from content and comment triggers, with two setters.","answer":"Partly. First replies, booking links, logging and nudges to quiet conversations automate well. In our model about 45% of DM setting time can move to software. The qualifying conversation and handling objections stay human, because people messaging a personal brand expect a person, and trust built in the chat decides whether they show up.","onet":["41-9041.00","13-1161.00"],"tools":["GoHighLevel","AI agent","Make","Calendly","Slack"],"tasks":[{"task":"Send first replies to new DMs and comment triggers","activity_type":"data-processing","minutes_per_week":200,"share_automatable":0.8},{"task":"Qualify through conversation","activity_type":"stakeholder-interaction","minutes_per_week":480,"share_automatable":0.25},{"task":"Send the booking link and confirm the booking","activity_type":"data-processing","minutes_per_week":80,"share_automatable":0.9},{"task":"Log conversations and outcomes in the CRM","activity_type":"data-processing","minutes_per_week":120,"share_automatable":0.85},{"task":"Nudge conversations that went quiet","activity_type":"stakeholder-interaction","minutes_per_week":150,"share_automatable":0.6},{"task":"Handle objections and build trust","activity_type":"stakeholder-interaction","minutes_per_week":240,"share_automatable":0.05}],"url":"https://theautomationindex.com/automate/social-dm-appointment-setting/"},{"slug":"lead-follow-up","process":"Lead follow-up","question":"Can lead follow-up be automated?","category":"Follow-up","roles":["sales-rep","appointment-setter"],"share_automatable":0.61,"baseline_hours_per_week":12,"hours_saved_per_week":7,"scenario":"A B2B services firm with about 60 new leads a week who enquire but do not book a call straight away, followed up by two sales reps.","answer":"Mostly. Deciding who to chase, sending timed emails and texts, and stopping the sequence when someone replies are all automatable today. In our model about 60% of follow-up time can move to software. Calls and replies to real questions stay human, because a lead who answers wants a person, not the next message in a sequence.","onet":["41-3091.00","41-9041.00"],"tools":["HubSpot","GoHighLevel","Pipedrive","AI agent","n8n"],"tasks":[{"task":"Decide who needs follow-up today","activity_type":"data-processing","minutes_per_week":60,"share_automatable":0.95},{"task":"Write and send follow-up emails and texts","activity_type":"data-processing","minutes_per_week":240,"share_automatable":0.85},{"task":"Personalise messages to what the lead asked about","activity_type":"data-collection","minutes_per_week":90,"share_automatable":0.6},{"task":"Make follow-up calls","activity_type":"stakeholder-interaction","minutes_per_week":180,"share_automatable":0.2},{"task":"Answer replies","activity_type":"stakeholder-interaction","minutes_per_week":90,"share_automatable":0.4},{"task":"Stop the sequence and update the CRM on reply or booking","activity_type":"data-processing","minutes_per_week":45,"share_automatable":1}],"url":"https://theautomationindex.com/automate/lead-follow-up/"},{"slug":"no-show-follow-up","process":"No-show follow-up","question":"Can no-show follow-up be automated?","category":"Follow-up","roles":["appointment-setter","sales-manager"],"share_automatable":0.69,"baseline_hours_per_week":4.5,"hours_saved_per_week":3,"scenario":"A sales team taking about 60 booked calls a week, with roughly 12 no-shows, followed up by one setter.","answer":"Yes, largely. Detecting the no-show, sending a 'sorry we missed you' message with a rebook link, and running a short rebooking sequence are all automatable. In our model about 70% of no-show work can move to software. The quick phone call straight after the missed slot stays human, and it often rebooks more people than the messages do.","onet":["41-9041.00","11-2022.00"],"tools":["GoHighLevel","Twilio","n8n","AI agent","Google Sheets"],"tasks":[{"task":"Detect the no-show and mark it in the CRM","activity_type":"data-processing","minutes_per_week":30,"share_automatable":0.95},{"task":"Send a 'sorry we missed you' message with a rebook link","activity_type":"data-processing","minutes_per_week":36,"share_automatable":0.95},{"task":"Call the no-show within minutes","activity_type":"stakeholder-interaction","minutes_per_week":60,"share_automatable":0.2},{"task":"Run a rebook sequence over the next few days","activity_type":"data-processing","minutes_per_week":60,"share_automatable":0.95},{"task":"Read replies and rebook","activity_type":"stakeholder-interaction","minutes_per_week":45,"share_automatable":0.55},{"task":"Track no-show reasons and patterns","activity_type":"data-processing","minutes_per_week":30,"share_automatable":0.8}],"url":"https://theautomationindex.com/automate/no-show-follow-up/"},{"slug":"post-call-follow-up","process":"Post-call follow-up","question":"Can post-call follow-up be automated?","category":"Follow-up","roles":["sales-rep","executive-assistant"],"share_automatable":0.68,"baseline_hours_per_week":9,"hours_saved_per_week":6,"scenario":"A consultancy with two sales reps running about 25 discovery and proposal calls a week over video.","answer":"Mostly. Recap emails drafted from call transcripts, sending promised resources, updating the CRM and booking the next meeting can all be automated or AI-drafted. In our model about 65% of post-call time can move to software. Reviewing what the recap promises and deciding the deal's next move stay with the rep who was on the call.","onet":["41-3091.00","43-6011.00"],"tools":["Fireflies","AI agent","HubSpot","n8n","Calendly","Gmail"],"tasks":[{"task":"Write the recap email","activity_type":"data-processing","minutes_per_week":250,"share_automatable":0.75},{"task":"Send the resources promised on the call","activity_type":"data-processing","minutes_per_week":50,"share_automatable":0.9},{"task":"Update the CRM with outcome and next step","activity_type":"data-processing","minutes_per_week":75,"share_automatable":0.85},{"task":"Schedule the next meeting","activity_type":"data-processing","minutes_per_week":50,"share_automatable":0.85},{"task":"Chase internal answers to the buyer's questions","activity_type":"stakeholder-interaction","minutes_per_week":60,"share_automatable":0.3},{"task":"Decide the deal's next move","activity_type":"applying-expertise","minutes_per_week":50,"share_automatable":0.1}],"url":"https://theautomationindex.com/automate/post-call-follow-up/"},{"slug":"quote-follow-up","process":"Quote follow-up","question":"Can quote follow-up be automated?","category":"Follow-up","roles":["sales-rep","owner-operator","office-administrator"],"share_automatable":0.51,"baseline_hours_per_week":7,"hours_saved_per_week":3.5,"scenario":"A building and fit-out contractor sending about 30 written quotes a week, followed up by the owner and an office administrator.","answer":"Partly. Tracking open quotes, sending timed reminders and alerting the team when a quote is opened are automatable today. In our model about 50% of quote follow-up time can move to software. The call on larger quotes and the negotiation that follows stay human, and they decide most of the outcome.","onet":["41-3091.00","43-6014.00"],"tools":["PandaDoc","QuickBooks","n8n","Pipedrive","Slack"],"tasks":[{"task":"Track which quotes are open and how old they are","activity_type":"data-processing","minutes_per_week":60,"share_automatable":1},{"task":"Send reminders on a schedule","activity_type":"data-processing","minutes_per_week":90,"share_automatable":0.9},{"task":"Spot when a client opens the quote","activity_type":"data-collection","minutes_per_week":20,"share_automatable":1},{"task":"Call clients about larger quotes","activity_type":"stakeholder-interaction","minutes_per_week":120,"share_automatable":0.15},{"task":"Answer questions and negotiate","activity_type":"stakeholder-interaction","minutes_per_week":90,"share_automatable":0.1},{"task":"Record won or lost, with the reason","activity_type":"data-processing","minutes_per_week":30,"share_automatable":0.7}],"url":"https://theautomationindex.com/automate/quote-follow-up/"},{"slug":"review-requests","process":"Review requests","question":"Can review requests be automated?","category":"Follow-up","roles":["marketing-coordinator","customer-success","owner-operator"],"share_automatable":0.72,"baseline_hours_per_week":6,"hours_saved_per_week":4.5,"scenario":"A home-services business with two locations completing about 80 jobs a week, managed by a marketing coordinator.","answer":"Yes, mostly. Spotting finished jobs, sending the request with a direct link, one reminder and tracking review counts are all automatable. In our model about 70% of the work can move to software. Replying to reviews, especially negative ones, and dealing with unhappy customers stay human because they are public conversations about your reputation.","onet":["13-1161.00","43-4051.00"],"tools":["GoHighLevel","Twilio","n8n","AI agent","Slack"],"tasks":[{"task":"Identify completed jobs ready for a request","activity_type":"data-processing","minutes_per_week":40,"share_automatable":1},{"task":"Send the review request with a direct link","activity_type":"data-processing","minutes_per_week":120,"share_automatable":0.95},{"task":"Send one reminder","activity_type":"data-processing","minutes_per_week":40,"share_automatable":0.95},{"task":"Reply to new reviews","activity_type":"stakeholder-interaction","minutes_per_week":90,"share_automatable":0.4},{"task":"Escalate and resolve unhappy customers","activity_type":"stakeholder-interaction","minutes_per_week":45,"share_automatable":0.2},{"task":"Track review count and rating by location","activity_type":"data-processing","minutes_per_week":30,"share_automatable":0.9}],"url":"https://theautomationindex.com/automate/review-requests/"},{"slug":"lead-reactivation","process":"Lead reactivation","question":"Can lead reactivation be automated?","category":"Follow-up","roles":["marketing-coordinator","sales-manager"],"share_automatable":0.63,"baseline_hours_per_week":8.5,"hours_saved_per_week":5,"scenario":"A professional services business with about 4,000 old leads and past customers in its CRM, running one reactivation campaign a month.","answer":"Mostly. Segmenting old leads, cleaning the list, sending campaigns in safe batches and reporting results are automatable today. In our model about 60% of reactivation work can move to software. Writing the offer and handling the replies stay largely human, because reactivation works only when the message gives an old lead a genuinely new reason to talk.","onet":["13-1161.00","11-2022.00"],"tools":["GoHighLevel","HubSpot","Clay","n8n","AI agent"],"tasks":[{"task":"Pull and segment old leads and past customers","activity_type":"data-processing","minutes_per_week":90,"share_automatable":0.9},{"task":"Clean the list: bounces, opt-outs, duplicates","activity_type":"data-processing","minutes_per_week":60,"share_automatable":0.9},{"task":"Write the campaign messages","activity_type":"applying-expertise","minutes_per_week":90,"share_automatable":0.5},{"task":"Send in batches and protect deliverability","activity_type":"data-processing","minutes_per_week":45,"share_automatable":0.9},{"task":"Handle replies and book calls","activity_type":"stakeholder-interaction","minutes_per_week":180,"share_automatable":0.35},{"task":"Report results","activity_type":"data-processing","minutes_per_week":30,"share_automatable":0.9}],"url":"https://theautomationindex.com/automate/lead-reactivation/"},{"slug":"proposal-generation","process":"Proposal generation","question":"Can proposal writing be automated?","category":"Sales admin","roles":["sales-rep","sales-manager","owner-operator"],"share_automatable":0.71,"baseline_hours_per_week":10,"hours_saved_per_week":7,"scenario":"A marketing agency with three reps sending about 12 proposals a week, each built by hand from an old proposal in Google Docs.","answer":"Mostly. Pulling deal details, assembling scope and pricing, sending and tracking can all be handed to software, and AI can draft a first version of the tailored summary from call notes. In our model about 70% of proposal time is automatable. The rep still owns the diagnosis and any pricing that breaks the rules.","onet":["41-3091.00","11-2022.00"],"tools":["PandaDoc","HubSpot","Fireflies","AI agent","Make","Slack"],"tasks":[{"task":"Copy deal details and call notes into the proposal","activity_type":"data-collection","minutes_per_week":120,"share_automatable":0.85},{"task":"Assemble scope, pricing and case studies from templates","activity_type":"data-processing","minutes_per_week":240,"share_automatable":0.75},{"task":"Write the client's problem and the proposed approach","activity_type":"applying-expertise","minutes_per_week":120,"share_automatable":0.5},{"task":"Get sign-off on non-standard discounts","activity_type":"stakeholder-interaction","minutes_per_week":40,"share_automatable":0.3},{"task":"Send the proposal and track when it is opened","activity_type":"data-processing","minutes_per_week":36,"share_automatable":0.95},{"task":"Update proposal status in the CRM","activity_type":"data-processing","minutes_per_week":30,"share_automatable":1}],"url":"https://theautomationindex.com/automate/proposal-generation/"},{"slug":"contract-generation-and-e-signature","process":"Contract generation and e-signature","question":"Can contracts and e-signatures be automated?","category":"Sales admin","roles":["sales-rep","office-administrator","owner-operator"],"share_automatable":0.82,"baseline_hours_per_week":7,"hours_saved_per_week":5.5,"scenario":"A five-person consulting firm signing about 10 client contracts a week, built by hand from a Word template and sent as PDFs.","answer":"Mostly. Filling a contract from deal data, sending it for signature, chasing, filing and triggering the next step are close to fully automatable today. In our model about 80% of contract admin can go to software. What stays human is reviewing non-standard terms a client asks for, because that is a legal and commercial judgement.","onet":["41-3091.00","43-6014.00"],"tools":["DocuSign","PandaDoc","Pipedrive","n8n","QuickBooks","AI agent"],"tasks":[{"task":"Fill the contract template with client, scope and fees","activity_type":"data-processing","minutes_per_week":150,"share_automatable":0.95},{"task":"Review non-standard terms the client asks for","activity_type":"applying-expertise","minutes_per_week":60,"share_automatable":0.2},{"task":"Send for signature with the right signing order","activity_type":"data-processing","minutes_per_week":40,"share_automatable":0.95},{"task":"Chase unsigned contracts","activity_type":"stakeholder-interaction","minutes_per_week":60,"share_automatable":0.7},{"task":"File the signed copy and update the deal","activity_type":"data-processing","minutes_per_week":50,"share_automatable":1},{"task":"Start invoicing and onboarding after signature","activity_type":"data-processing","minutes_per_week":50,"share_automatable":1}],"url":"https://theautomationindex.com/automate/contract-generation-and-e-signature/"},{"slug":"call-notes-and-crm-logging","process":"Call notes and CRM logging","question":"Can call notes and CRM logging be automated?","category":"Sales admin","roles":["sales-rep","appointment-setter","sales-manager"],"share_automatable":0.81,"baseline_hours_per_week":17.5,"hours_saved_per_week":14,"scenario":"A B2B sales team of four reps making about 100 recorded calls a week and logging notes by hand after each one.","answer":"Yes. AI transcription and summaries now write usable call notes, and the same output can fill CRM fields, log the outcome and create follow-up tasks. In our model about 80% of logging time is automatable. A rep still needs to skim each summary, and judging whether a deal is really at risk stays mostly human.","onet":["41-3091.00","11-2022.00"],"tools":["Fireflies","AI agent","HubSpot","Salesforce","n8n","Slack"],"tasks":[{"task":"Write call notes after each call","activity_type":"data-collection","minutes_per_week":500,"share_automatable":0.8},{"task":"Update CRM fields such as budget, timeline and objections","activity_type":"data-processing","minutes_per_week":300,"share_automatable":0.85},{"task":"Log the call outcome","activity_type":"data-processing","minutes_per_week":100,"share_automatable":0.9},{"task":"Create follow-up tasks with due dates","activity_type":"data-processing","minutes_per_week":100,"share_automatable":0.85},{"task":"Flag deals that look at risk to the manager","activity_type":"applying-expertise","minutes_per_week":60,"share_automatable":0.4}],"url":"https://theautomationindex.com/automate/call-notes-and-crm-logging/"},{"slug":"commission-tracking","process":"Commission tracking","question":"Can commission tracking be automated?","category":"Sales admin","roles":["bookkeeper","sales-manager","owner-operator"],"share_automatable":0.74,"baseline_hours_per_week":7,"hours_saved_per_week":5,"scenario":"A high-ticket coaching business with six closers and three setters, paid commission monthly on cash collected, tracked in a spreadsheet.","answer":"Mostly. Pulling closed deals and payments, applying commission rules and producing statements are well suited to software. In our model about 75% of commission work is automatable. Matching payments to the right rep is harder than it looks, and disputes stay human, because commission is pay and people need someone accountable.","onet":["43-3031.00","43-3051.00","11-2022.00"],"tools":["Stripe","HubSpot","Google Sheets","Airtable","n8n","Slack"],"tasks":[{"task":"Pull closed deals and payments received","activity_type":"data-collection","minutes_per_week":90,"share_automatable":0.9},{"task":"Match each payment to the rep or reps who earned it","activity_type":"data-processing","minutes_per_week":120,"share_automatable":0.75},{"task":"Apply the rules: rates, splits, tiers and clawbacks","activity_type":"data-processing","minutes_per_week":90,"share_automatable":0.85},{"task":"Handle disputes from reps","activity_type":"stakeholder-interaction","minutes_per_week":60,"share_automatable":0.15},{"task":"Produce a statement for each rep","activity_type":"data-processing","minutes_per_week":45,"share_automatable":0.95},{"task":"Send approved totals to payroll","activity_type":"data-processing","minutes_per_week":15,"share_automatable":0.9}],"url":"https://theautomationindex.com/automate/commission-tracking/"},{"slug":"pipeline-stage-updates","process":"Pipeline stage updates","question":"Can sales pipeline updates be automated?","category":"Sales admin","roles":["sales-rep","sales-manager"],"share_automatable":0.66,"baseline_hours_per_week":8.5,"hours_saved_per_week":5.5,"scenario":"A B2B services firm with five reps and about 80 open deals, where reps update stages by hand before the Monday pipeline meeting.","answer":"Largely. Moving deals when something objective happens, such as a booked meeting, a sent proposal or a signature, is close to fully automatable. In our model about 65% of pipeline upkeep can go to software. Whether a deal is really progressing, and its realistic value and close date, still needs the rep's honest judgement.","onet":["41-3091.00","11-2022.00"],"tools":["Pipedrive","Calendly","PandaDoc","Zapier","Slack","AI agent"],"tasks":[{"task":"Move deals when meetings, proposals or signatures happen","activity_type":"data-processing","minutes_per_week":150,"share_automatable":0.9},{"task":"Update deal value and expected close date","activity_type":"data-processing","minutes_per_week":90,"share_automatable":0.6},{"task":"Prepare the weekly pipeline review","activity_type":"data-collection","minutes_per_week":120,"share_automatable":0.7},{"task":"Decide whether a deal is really progressing","activity_type":"applying-expertise","minutes_per_week":90,"share_automatable":0.2},{"task":"Chase reps for missing updates","activity_type":"data-collection","minutes_per_week":60,"share_automatable":0.75}],"url":"https://theautomationindex.com/automate/pipeline-stage-updates/"},{"slug":"sales-to-delivery-handoff","process":"Sales to delivery handoff","question":"Can the handoff from sales to delivery be automated?","category":"Sales admin","roles":["sales-rep","customer-success","operations-manager"],"share_automatable":0.58,"baseline_hours_per_week":7,"hours_saved_per_week":4,"scenario":"A digital agency closing about six new clients a week, where closers hand off by forwarding emails and a quick Slack message.","answer":"Largely. Compiling the client brief, creating the project from a template and notifying the delivery team can all be automated from the closed deal. In our model about 60% of handoff time is automatable. The conversation between the closer and the delivery lead about what was promised should stay human, because that is where expectations get lost.","onet":["41-3091.00","43-4051.00","11-1021.00"],"tools":["HubSpot","Fireflies","AI agent","Notion","Make","Slack"],"tasks":[{"task":"Compile the handoff brief: goals, scope, promises, contacts","activity_type":"data-collection","minutes_per_week":120,"share_automatable":0.8},{"task":"Create the project from the service template","activity_type":"data-processing","minutes_per_week":90,"share_automatable":0.95},{"task":"Notify the delivery team and assign an owner","activity_type":"data-processing","minutes_per_week":30,"share_automatable":0.9},{"task":"Hold the handoff conversation between closer and delivery lead","activity_type":"stakeholder-interaction","minutes_per_week":120,"share_automatable":0.1},{"task":"Answer delivery's questions about what was sold","activity_type":"stakeholder-interaction","minutes_per_week":60,"share_automatable":0.4}],"url":"https://theautomationindex.com/automate/sales-to-delivery-handoff/"},{"slug":"lead-routing","process":"Lead routing","question":"Can lead routing be automated?","category":"Sales admin","roles":["sales-manager","operations-manager"],"share_automatable":0.88,"baseline_hours_per_week":13.5,"hours_saved_per_week":12,"scenario":"A sales team of eight reps receiving about 300 inbound leads a week from ads and the website, assigned by a manager reading each one.","answer":"Yes. Assigning leads by territory, product, availability or round robin, notifying the rep and reassigning untouched leads are almost fully automatable. In our model about 90% of routing work can go to software. What stays human is the handful of edge cases, such as existing customers or strategic accounts, that need someone who knows the history.","onet":["11-2022.00","11-1021.00"],"tools":["HubSpot","GoHighLevel","n8n","Calendly","Slack","Clay"],"tasks":[{"task":"Read each lead and decide who should get it","activity_type":"data-processing","minutes_per_week":450,"share_automatable":0.9},{"task":"Check who is working and under capacity","activity_type":"data-collection","minutes_per_week":90,"share_automatable":0.9},{"task":"Assign the owner in the CRM and notify the rep","activity_type":"data-processing","minutes_per_week":150,"share_automatable":1},{"task":"Reassign leads not contacted in time","activity_type":"data-processing","minutes_per_week":60,"share_automatable":0.9},{"task":"Handle existing customers, strategic accounts and wrong territories","activity_type":"applying-expertise","minutes_per_week":60,"share_automatable":0.4}],"url":"https://theautomationindex.com/automate/lead-routing/"},{"slug":"client-onboarding","process":"Client onboarding","question":"Can client onboarding be automated?","category":"Onboarding","roles":["customer-success","operations-manager","owner-operator"],"share_automatable":0.55,"baseline_hours_per_week":10.5,"hours_saved_per_week":5.5,"scenario":"A consulting firm onboarding about five new clients a week, with an account manager sending welcome packs and chasing intake forms by hand.","answer":"Partly, and the automatable part is the part clients notice most. Welcome messages, intake forms, folder and project setup, scheduling and chasing are largely automatable. In our model about 55% of onboarding time can go to software. The kickoff call, which is most of the remaining time, should stay human because it sets the relationship.","onet":["43-4051.00","11-1021.00"],"tools":["GoHighLevel","Typeform","Notion","Calendly","n8n","Slack"],"tasks":[{"task":"Send the welcome message and onboarding pack","activity_type":"data-processing","minutes_per_week":50,"share_automatable":0.95},{"task":"Collect intake answers, logins and assets","activity_type":"data-collection","minutes_per_week":125,"share_automatable":0.8},{"task":"Create the client folder, project and channel","activity_type":"data-processing","minutes_per_week":75,"share_automatable":0.95},{"task":"Schedule the kickoff call","activity_type":"data-processing","minutes_per_week":50,"share_automatable":0.9},{"task":"Chase missing intake items","activity_type":"stakeholder-interaction","minutes_per_week":90,"share_automatable":0.7},{"task":"Run the kickoff call","activity_type":"stakeholder-interaction","minutes_per_week":225,"share_automatable":0.05}],"url":"https://theautomationindex.com/automate/client-onboarding/"},{"slug":"new-hire-onboarding","process":"New hire onboarding","question":"Can employee onboarding be automated?","category":"Onboarding","roles":["hr-coordinator","operations-manager"],"share_automatable":0.54,"baseline_hours_per_week":8,"hours_saved_per_week":4.5,"scenario":"A 150-person services company hiring about two people a week, with one HR coordinator running onboarding from a spreadsheet checklist.","answer":"Partly. Paperwork, form collection, account setup, first-week scheduling and manager reminders are largely automatable. In our model about 55% of onboarding time can go to software. Welcoming the person, explaining how the team really works and checking in during the first weeks should stay human. Gallup's research suggests that human part is where most companies fall short.","onet":["43-4161.00","13-1071.00"],"tools":["DocuSign","Typeform","n8n","Slack","Gmail","Notion"],"tasks":[{"task":"Send offer paperwork and contracts","activity_type":"data-processing","minutes_per_week":40,"share_automatable":0.9},{"task":"Collect tax, ID and bank forms","activity_type":"data-collection","minutes_per_week":60,"share_automatable":0.8},{"task":"Create accounts and order equipment","activity_type":"data-processing","minutes_per_week":90,"share_automatable":0.75},{"task":"Build the first-week schedule and book intro meetings","activity_type":"data-processing","minutes_per_week":60,"share_automatable":0.8},{"task":"Remind hiring managers of their steps","activity_type":"data-processing","minutes_per_week":45,"share_automatable":0.9},{"task":"Welcome the new starter and run orientation","activity_type":"stakeholder-interaction","minutes_per_week":180,"share_automatable":0.1}],"url":"https://theautomationindex.com/automate/new-hire-onboarding/"},{"slug":"onboarding-document-collection","process":"Onboarding document collection","question":"Can collecting onboarding documents be automated?","category":"Onboarding","roles":["office-administrator","customer-success","bookkeeper"],"share_automatable":0.74,"baseline_hours_per_week":7.5,"hours_saved_per_week":5.5,"scenario":"A small accounting practice onboarding about eight new clients a week, collecting IDs, bank statements, prior returns and signed engagement letters by email.","answer":"Mostly. Sending the request list, chasing, renaming and filing, and pulling key fields into your systems are well suited to software. AI can now check whether a document is the right type and readable. In our model about 75% of the work is automatable. Spotting real problems in the documents still needs a trained eye.","onet":["43-6014.00","43-3031.00","43-9061.00"],"tools":["Typeform","AI agent","Make","Airtable","Gmail","Xero"],"tasks":[{"task":"Send the document request list","activity_type":"data-processing","minutes_per_week":40,"share_automatable":0.95},{"task":"Chase missing documents","activity_type":"stakeholder-interaction","minutes_per_week":120,"share_automatable":0.75},{"task":"Check each document is the right one, complete and readable","activity_type":"data-processing","minutes_per_week":80,"share_automatable":0.7},{"task":"Rename and file documents","activity_type":"data-processing","minutes_per_week":64,"share_automatable":0.95},{"task":"Copy key fields into the client record","activity_type":"data-collection","minutes_per_week":80,"share_automatable":0.8},{"task":"Review documents for real problems","activity_type":"applying-expertise","minutes_per_week":60,"share_automatable":0.3}],"url":"https://theautomationindex.com/automate/onboarding-document-collection/"},{"slug":"account-provisioning","process":"Account provisioning","question":"Can setting up staff accounts and access be automated?","category":"Onboarding","roles":["operations-manager","hr-coordinator","office-administrator"],"share_automatable":0.61,"baseline_hours_per_week":6,"hours_saved_per_week":4,"scenario":"An 80-person company with three joiners and two internal role changes a week, using about 12 software tools.","answer":"Largely. Creating accounts, assigning licences by role and recording who has access are well suited to automation for tools with APIs. In our model about 60% of provisioning time is automatable. Approving elevated access and setting up physical equipment still need a person, though device management can handle much of the laptop setup.","onet":["15-1232.00","43-4161.00","11-1021.00"],"tools":["n8n","Gmail","Slack","Airtable","HubSpot"],"tasks":[{"task":"Create accounts in core tools","activity_type":"data-processing","minutes_per_week":100,"share_automatable":0.9},{"task":"Assign licences and permission groups by role","activity_type":"data-processing","minutes_per_week":75,"share_automatable":0.8},{"task":"Approve elevated or sensitive access","activity_type":"applying-expertise","minutes_per_week":30,"share_automatable":0.2},{"task":"Set up and ship laptops","activity_type":"predictable-physical","minutes_per_week":135,"share_automatable":0.3},{"task":"Record who has access to what","activity_type":"data-processing","minutes_per_week":30,"share_automatable":0.95}],"url":"https://theautomationindex.com/automate/account-provisioning/"},{"slug":"customer-welcome-sequences","process":"Customer welcome sequences","question":"Can customer welcome sequences be automated?","category":"Onboarding","roles":["customer-success","marketing-coordinator"],"share_automatable":0.69,"baseline_hours_per_week":8,"hours_saved_per_week":5.5,"scenario":"An online membership and coaching business adding about 40 new customers a week, with one team member sending welcomes and check-ins by hand.","answer":"Largely. Welcome messages, timed check-ins and spotting customers who have not started are well suited to automation. In our model about 70% of welcome work can go to software. Answering real questions and personally reaching out to customers who are stuck should stay human, because that contact decides whether they become active customers.","onet":["43-4051.00","13-1161.00"],"tools":["GoHighLevel","Stripe","n8n","AI agent","Slack"],"tasks":[{"task":"Send the welcome with login details and first step","activity_type":"data-processing","minutes_per_week":120,"share_automatable":0.95},{"task":"Send day-3 and day-7 check-ins","activity_type":"data-processing","minutes_per_week":120,"share_automatable":0.9},{"task":"Answer replies and questions","activity_type":"stakeholder-interaction","minutes_per_week":120,"share_automatable":0.45},{"task":"Spot customers who have not started","activity_type":"data-collection","minutes_per_week":60,"share_automatable":0.75},{"task":"Personally contact stuck customers","activity_type":"stakeholder-interaction","minutes_per_week":60,"share_automatable":0.2}],"url":"https://theautomationindex.com/automate/customer-welcome-sequences/"},{"slug":"employee-offboarding","process":"Employee offboarding","question":"Can employee offboarding be automated?","category":"Onboarding","roles":["hr-coordinator","operations-manager"],"share_automatable":0.56,"baseline_hours_per_week":5.5,"hours_saved_per_week":3,"scenario":"A 120-person company with about two leavers a week, offboarded by HR using a checklist and emails to IT and finance.","answer":"Partly. Revoking access, updating records, preparing final pay inputs and starting file transfers are largely automatable. In our model about 55% of offboarding time can go to software. Recovering equipment, handing over client relationships and the exit conversation need people. Access removal is the step where automation matters most, because a missed account is a security risk.","onet":["43-4161.00","13-1071.00"],"tools":["n8n","Airtable","Gmail","HubSpot","Xero","Slack"],"tasks":[{"task":"Revoke access across every tool","activity_type":"data-processing","minutes_per_week":80,"share_automatable":0.85},{"task":"Recover laptops and equipment","activity_type":"predictable-physical","minutes_per_week":60,"share_automatable":0.3},{"task":"Prepare final pay and holiday balance for payroll","activity_type":"data-processing","minutes_per_week":40,"share_automatable":0.75},{"task":"Transfer files, inbox and client ownership","activity_type":"data-processing","minutes_per_week":60,"share_automatable":0.6},{"task":"Hold the exit interview","activity_type":"stakeholder-interaction","minutes_per_week":60,"share_automatable":0.15},{"task":"Update HR records and the org chart","activity_type":"data-processing","minutes_per_week":20,"share_automatable":0.95}],"url":"https://theautomationindex.com/automate/employee-offboarding/"},{"slug":"weekly-kpi-reporting","process":"Weekly KPI reporting","question":"Can weekly KPI reporting be automated?","category":"Reporting","roles":["owner-operator","operations-manager"],"share_automatable":0.76,"baseline_hours_per_week":6,"hours_saved_per_week":4.5,"scenario":"A 15-person service business where the operations manager builds a Monday KPI report from the CRM, two ad accounts, the accounting software and a shared spreadsheet.","answer":"Mostly. Pulling numbers from each tool, pasting them into a sheet and working out week-on-week changes is almost fully automatable today. In our model about 75% of the reporting time can go to software. What stays human is agreeing what each metric means and explaining why a number moved, which is the part leaders actually read.","onet":["11-1021.00","13-1111.00"],"tools":["n8n","Google Sheets","Looker Studio","AI agent","Slack","HubSpot"],"tasks":[{"task":"Export last week's numbers from each tool","activity_type":"data-collection","minutes_per_week":120,"share_automatable":0.95},{"task":"Paste, clean and reconcile numbers in the spreadsheet","activity_type":"data-processing","minutes_per_week":90,"share_automatable":0.85},{"task":"Calculate week-on-week changes and progress to target","activity_type":"data-processing","minutes_per_week":30,"share_automatable":1},{"task":"Chase team members for numbers that live outside any system","activity_type":"stakeholder-interaction","minutes_per_week":30,"share_automatable":0.7},{"task":"Write commentary on what changed and why","activity_type":"applying-expertise","minutes_per_week":45,"share_automatable":0.4},{"task":"Agree metric definitions and review anomalies","activity_type":"applying-expertise","minutes_per_week":30,"share_automatable":0.1}],"url":"https://theautomationindex.com/automate/weekly-kpi-reporting/"},{"slug":"sales-pipeline-reporting","process":"Sales pipeline reporting","question":"Can sales pipeline reporting be automated?","category":"Reporting","roles":["sales-manager","sales-rep"],"share_automatable":0.61,"baseline_hours_per_week":5.5,"hours_saved_per_week":3.5,"scenario":"A sales manager with six reps and around 120 open deals, running a weekly pipeline review and sending a forecast to the owner.","answer":"Largely. Pulling deal lists, weighting the forecast and flagging stuck deals are mostly automatable today. In our model about 60% of the weekly pipeline reporting time can go to software. What stays human is judging whether a deal is real and coaching the rep who owns it, which is what the pipeline review is for.","onet":["11-2022.00","41-3091.00"],"tools":["HubSpot","Pipedrive","n8n","Slack","Looker Studio","AI agent"],"tasks":[{"task":"Pull open deals and stage counts from the CRM","activity_type":"data-collection","minutes_per_week":45,"share_automatable":1},{"task":"Chase reps to update stale deals before the review","activity_type":"stakeholder-interaction","minutes_per_week":60,"share_automatable":0.6},{"task":"Build the weighted forecast","activity_type":"data-processing","minutes_per_week":60,"share_automatable":0.8},{"task":"Flag deals that are stuck or have slipped close dates","activity_type":"data-processing","minutes_per_week":40,"share_automatable":0.9},{"task":"Write the summary for leadership","activity_type":"data-processing","minutes_per_week":45,"share_automatable":0.75},{"task":"Judge deal risk and coach reps in the review","activity_type":"managing-others","minutes_per_week":90,"share_automatable":0.1}],"url":"https://theautomationindex.com/automate/sales-pipeline-reporting/"},{"slug":"marketing-attribution-reporting","process":"Marketing attribution reporting","question":"Can marketing attribution reporting be automated?","category":"Reporting","roles":["marketing-coordinator","owner-operator"],"share_automatable":0.69,"baseline_hours_per_week":6.5,"hours_saved_per_week":4.5,"scenario":"A business spending on Meta and Google ads, where a marketing coordinator reconciles ad platforms with CRM leads, booked calls and sales each week.","answer":"Largely, but only after lead sources are captured properly. Exporting spend, matching leads to campaigns and calculating cost per booked call are mostly automatable today. In our model about 70% of the weekly time can go to software. What stays human is explaining gaps between ad platforms and the CRM, and deciding where the budget goes next.","onet":["13-1161.00"],"tools":["n8n","GoHighLevel","HubSpot","Looker Studio","Google Sheets","AI agent"],"tasks":[{"task":"Export spend and platform-reported leads from each ad platform","activity_type":"data-collection","minutes_per_week":60,"share_automatable":0.95},{"task":"Match CRM leads to campaigns using captured source fields","activity_type":"data-processing","minutes_per_week":120,"share_automatable":0.8},{"task":"Fix missing or wrong source tags","activity_type":"data-processing","minutes_per_week":60,"share_automatable":0.6},{"task":"Join leads to bookings and revenue","activity_type":"data-processing","minutes_per_week":60,"share_automatable":0.9},{"task":"Investigate gaps between platform-reported and CRM numbers","activity_type":"applying-expertise","minutes_per_week":45,"share_automatable":0.3},{"task":"Write the summary and budget recommendation","activity_type":"applying-expertise","minutes_per_week":45,"share_automatable":0.3}],"url":"https://theautomationindex.com/automate/marketing-attribution-reporting/"},{"slug":"end-of-day-reports","process":"End-of-day reports","question":"Can end-of-day reports be automated?","category":"Reporting","roles":["sales-manager","appointment-setter","operations-manager"],"share_automatable":0.68,"baseline_hours_per_week":9,"hours_saved_per_week":6,"scenario":"A team of five appointment setters working inbound and outbound leads, each filing a written end-of-day report that their manager compiles.","answer":"Mostly. Counting dials, messages and bookings, compiling everyone's numbers and checking them is almost fully automatable, because the phone system and CRM already hold the data. In our model about 70% of end-of-day reporting time can go to software. What stays human is the short note on blockers and the manager's follow-up with each person.","onet":["11-2022.00","41-9041.00"],"tools":["GoHighLevel","HubSpot","n8n","Slack","Google Sheets"],"tasks":[{"task":"Count dials, conversations, messages and bookings","activity_type":"data-collection","minutes_per_week":250,"share_automatable":0.9},{"task":"Write a note on blockers and specific leads","activity_type":"stakeholder-interaction","minutes_per_week":125,"share_automatable":0.3},{"task":"Compile everyone's reports into one view","activity_type":"data-processing","minutes_per_week":60,"share_automatable":1},{"task":"Check self-reported numbers against the CRM","activity_type":"data-processing","minutes_per_week":45,"share_automatable":0.95},{"task":"Follow up with people who are off target","activity_type":"managing-others","minutes_per_week":60,"share_automatable":0.05}],"url":"https://theautomationindex.com/automate/end-of-day-reports/"},{"slug":"cash-flow-reporting","process":"Cash-flow reporting","question":"Can cash-flow reporting be automated?","category":"Reporting","roles":["owner-operator","bookkeeper"],"share_automatable":0.67,"baseline_hours_per_week":4.5,"hours_saved_per_week":3,"scenario":"A 10-person agency where a part-time bookkeeper maintains a 13-week cash forecast and reviews it with the owner each week.","answer":"Largely. Pulling bank balances, categorising transactions and rolling a cash forecast forward are mostly automatable today. In our model about 65% of weekly cash reporting time can go to software. What stays human is adjusting for one-offs the books do not know about yet, such as a big deal or tax bill, and deciding what to do.","onet":["43-3031.00","11-1011.00"],"tools":["Xero","QuickBooks","Stripe","n8n","Google Sheets","AI agent"],"tasks":[{"task":"Pull bank balances and new transactions","activity_type":"data-collection","minutes_per_week":30,"share_automatable":0.95},{"task":"Categorise transactions not already matched","activity_type":"data-processing","minutes_per_week":60,"share_automatable":0.8},{"task":"Update what is due in and out","activity_type":"data-processing","minutes_per_week":45,"share_automatable":0.9},{"task":"Roll the 13-week forecast forward","activity_type":"data-processing","minutes_per_week":60,"share_automatable":0.75},{"task":"Adjust for known one-offs","activity_type":"applying-expertise","minutes_per_week":30,"share_automatable":0.2},{"task":"Explain the picture to the owner and agree actions","activity_type":"applying-expertise","minutes_per_week":30,"share_automatable":0.1}],"url":"https://theautomationindex.com/automate/cash-flow-reporting/"},{"slug":"client-reporting","process":"Client reporting","question":"Can client reporting be automated?","category":"Reporting","roles":["customer-success","marketing-coordinator"],"share_automatable":0.66,"baseline_hours_per_week":9.5,"hours_saved_per_week":6,"scenario":"A marketing agency with 12 retained clients, each receiving a monthly performance report and a 30-minute review call from their account manager.","answer":"Largely. Pulling each client's numbers, building charts and sending the report are almost fully automatable today. In our model about 65% of client reporting time can go to software. What stays human is the commentary on what the results mean and the review call, which is where clients decide whether to renew.","onet":["43-4051.00","13-1161.00"],"tools":["Looker Studio","n8n","AI agent","Gmail","Calendly","Fireflies"],"tasks":[{"task":"Pull each client's data into the report template","activity_type":"data-collection","minutes_per_week":180,"share_automatable":0.95},{"task":"Build charts and tables","activity_type":"data-processing","minutes_per_week":90,"share_automatable":0.95},{"task":"Write commentary on results and next steps","activity_type":"applying-expertise","minutes_per_week":120,"share_automatable":0.45},{"task":"Check numbers against the source before sending","activity_type":"data-processing","minutes_per_week":45,"share_automatable":0.6},{"task":"Send the report and book the review call","activity_type":"stakeholder-interaction","minutes_per_week":30,"share_automatable":0.8},{"task":"Run the review call","activity_type":"stakeholder-interaction","minutes_per_week":90,"share_automatable":0.05}],"url":"https://theautomationindex.com/automate/client-reporting/"},{"slug":"invoice-creation-and-sending","process":"Invoice creation and sending","question":"Can invoice creation and sending be automated?","category":"Invoicing and payments","roles":["bookkeeper","owner-operator","office-administrator"],"share_automatable":0.83,"baseline_hours_per_week":6,"hours_saved_per_week":5,"scenario":"A services business billing about 25 invoices a week across one-off projects, milestones and monthly retainers, with the owner and a part-time bookkeeper sharing the work.","answer":"Mostly. Creating the invoice, applying tax and terms, sending it to the right contact and recording its status are almost fully automatable once the deal or job holds the right data. In our model about 85% of invoicing time can go to software. What stays human is billing queries, disputes and unusual work that does not fit a rule.","onet":["43-3021.00","43-3031.00"],"tools":["Xero","QuickBooks","HubSpot","Stripe","n8n"],"tasks":[{"task":"Check what is billable this week","activity_type":"data-collection","minutes_per_week":90,"share_automatable":0.8},{"task":"Create the invoice in accounting software","activity_type":"data-processing","minutes_per_week":125,"share_automatable":0.95},{"task":"Apply the right tax, currency and payment terms","activity_type":"data-processing","minutes_per_week":30,"share_automatable":0.9},{"task":"Send to the right billing contact with any PO number","activity_type":"data-processing","minutes_per_week":40,"share_automatable":0.95},{"task":"Record invoice status in the CRM","activity_type":"data-processing","minutes_per_week":25,"share_automatable":1},{"task":"Answer billing queries and disputes","activity_type":"stakeholder-interaction","minutes_per_week":45,"share_automatable":0.3}],"url":"https://theautomationindex.com/automate/invoice-creation-and-sending/"},{"slug":"overdue-payment-reminders","process":"Overdue payment reminders","question":"Can overdue payment reminders be automated?","category":"Invoicing and payments","roles":["bookkeeper","owner-operator"],"share_automatable":0.63,"baseline_hours_per_week":5,"hours_saved_per_week":3,"scenario":"A B2B services firm with about 60 open invoices, around 15 of them overdue at any time, chased by a part-time bookkeeper.","answer":"Largely. Building the overdue list, sending polite reminders on a schedule and logging promises to pay are almost fully automatable today. In our model about 65% of chasing time can go to software. What stays human is phoning long-overdue accounts and deciding when to pause work or escalate, because those are decisions about a relationship.","onet":["43-3011.00","43-3031.00"],"tools":["Xero","QuickBooks","n8n","Gmail","AI agent","Stripe"],"tasks":[{"task":"Run the aged receivables list","activity_type":"data-collection","minutes_per_week":20,"share_automatable":1},{"task":"Send staged reminders","activity_type":"data-processing","minutes_per_week":120,"share_automatable":0.95},{"task":"Log promises to pay and update notes","activity_type":"data-processing","minutes_per_week":30,"share_automatable":0.85},{"task":"Answer replies about missing invoices, POs or small disputes","activity_type":"stakeholder-interaction","minutes_per_week":60,"share_automatable":0.45},{"task":"Phone long-overdue accounts","activity_type":"stakeholder-interaction","minutes_per_week":60,"share_automatable":0.1},{"task":"Decide on holds, payment plans or collections","activity_type":"applying-expertise","minutes_per_week":20,"share_automatable":0.1}],"url":"https://theautomationindex.com/automate/overdue-payment-reminders/"},{"slug":"failed-payment-recovery","process":"Failed payment recovery","question":"Can failed payment recovery be automated?","category":"Invoicing and payments","roles":["bookkeeper","customer-success"],"share_automatable":0.64,"baseline_hours_per_week":5,"hours_saved_per_week":3.5,"scenario":"A business selling programmes on monthly payment plans, with about 400 active plans on Stripe and around 25 failed charges a week.","answer":"Largely. Spotting failed charges, retrying them at sensible times, asking customers to update their card and pausing access are almost fully automatable today. In our model about 65% of recovery time can go to software. What stays human is calling high-value customers after repeated failures, where the real reason is often not the card.","onet":["43-3011.00","43-4051.00"],"tools":["Stripe","n8n","Twilio","GoHighLevel","Slack"],"tasks":[{"task":"Spot failed payments","activity_type":"data-collection","minutes_per_week":30,"share_automatable":1},{"task":"Retry the charge at sensible times","activity_type":"data-processing","minutes_per_week":40,"share_automatable":0.95},{"task":"Ask the customer to update their card","activity_type":"data-processing","minutes_per_week":75,"share_automatable":0.95},{"task":"Answer replies and payment-link requests","activity_type":"stakeholder-interaction","minutes_per_week":45,"share_automatable":0.5},{"task":"Call high-value accounts after repeated failures","activity_type":"stakeholder-interaction","minutes_per_week":90,"share_automatable":0.1},{"task":"Pause access and update CRM status","activity_type":"data-processing","minutes_per_week":30,"share_automatable":0.9}],"url":"https://theautomationindex.com/automate/failed-payment-recovery/"},{"slug":"payment-reconciliation","process":"Payment reconciliation","question":"Can payment reconciliation be automated?","category":"Invoicing and payments","roles":["bookkeeper"],"share_automatable":0.71,"baseline_hours_per_week":5.5,"hours_saved_per_week":4,"scenario":"A business taking card payments through Stripe and bank transfers from B2B customers, with about 300 transactions a week reconciled by a part-time bookkeeper.","answer":"Largely. Importing bank feeds, matching exact payments to invoices and splitting card-processor payouts into sales, fees and refunds are mostly automatable today. In our model about 70% of reconciliation time can go to software. What stays human is investigating partial and unidentified payments, and signing off the period before the numbers are reported.","onet":["43-3031.00","43-3021.00"],"tools":["Xero","QuickBooks","Stripe","n8n","Google Sheets","AI agent"],"tasks":[{"task":"Import bank and processor feeds","activity_type":"data-collection","minutes_per_week":20,"share_automatable":1},{"task":"Match exact payments to invoices","activity_type":"data-processing","minutes_per_week":120,"share_automatable":0.95},{"task":"Split processor payouts into sales, fees and refunds","activity_type":"data-processing","minutes_per_week":90,"share_automatable":0.8},{"task":"Investigate partial, combined or unidentified payments","activity_type":"applying-expertise","minutes_per_week":60,"share_automatable":0.35},{"task":"Ask customers about payments that cannot be identified","activity_type":"stakeholder-interaction","minutes_per_week":20,"share_automatable":0.4},{"task":"Review and lock the period","activity_type":"applying-expertise","minutes_per_week":30,"share_automatable":0.2}],"url":"https://theautomationindex.com/automate/payment-reconciliation/"},{"slug":"expense-receipt-capture","process":"Expense receipt capture","question":"Can expense receipt capture be automated?","category":"Invoicing and payments","roles":["bookkeeper","office-administrator","executive-assistant"],"share_automatable":0.77,"baseline_hours_per_week":8.5,"hours_saved_per_week":6.5,"scenario":"A 20-person business with company cards, generating about 120 card transactions a week that each need a receipt, category, project and tax code.","answer":"Mostly. Capturing receipts, matching them to card transactions, coding them and chasing missing ones are largely automatable today. In our model about 75% of expense receipt time can go to software. What stays human is approving out-of-policy spending and fixing the odd receipt that cannot be read or matched.","onet":["43-3031.00","43-6014.00"],"tools":["Xero","QuickBooks","AI agent","Gmail","n8n","Slack"],"tasks":[{"task":"Capture and submit receipts","activity_type":"data-collection","minutes_per_week":240,"share_automatable":0.8},{"task":"Match receipts to card transactions","activity_type":"data-processing","minutes_per_week":90,"share_automatable":0.9},{"task":"Code to category, project and tax","activity_type":"data-processing","minutes_per_week":60,"share_automatable":0.85},{"task":"Chase missing receipts","activity_type":"stakeholder-interaction","minutes_per_week":60,"share_automatable":0.75},{"task":"Approve out-of-policy spend","activity_type":"applying-expertise","minutes_per_week":30,"share_automatable":0.2},{"task":"Fix errors and resubmissions","activity_type":"data-processing","minutes_per_week":30,"share_automatable":0.6}],"url":"https://theautomationindex.com/automate/expense-receipt-capture/"},{"slug":"payroll-preparation","process":"Payroll preparation","question":"Can payroll preparation be automated?","category":"Invoicing and payments","roles":["bookkeeper","hr-coordinator","owner-operator"],"share_automatable":0.68,"baseline_hours_per_week":5,"hours_saved_per_week":3.5,"scenario":"A 25-person business with a mix of hourly and salaried staff, some on commission, paid every two weeks, prepared by a bookkeeper with input from HR.","answer":"Largely. Collecting timesheets, checking hours against schedules, adding commissions and entering starters and leavers are mostly automatable today. In our model about 70% of payroll preparation time can go to software. What stays human is answering pay queries and the final review before money moves, because payroll mistakes reach people's bank accounts.","onet":["43-3051.00","43-4161.00"],"tools":["Google Sheets","HubSpot","n8n","Slack","Xero","QuickBooks"],"tasks":[{"task":"Collect timesheets and approvals","activity_type":"data-collection","minutes_per_week":90,"share_automatable":0.85},{"task":"Check hours against schedules and overtime rules","activity_type":"data-processing","minutes_per_week":60,"share_automatable":0.85},{"task":"Add commissions, bonuses and deductions","activity_type":"data-processing","minutes_per_week":45,"share_automatable":0.7},{"task":"Enter starters, leavers and pay changes","activity_type":"data-processing","minutes_per_week":30,"share_automatable":0.8},{"task":"Answer pay queries and fix errors","activity_type":"stakeholder-interaction","minutes_per_week":45,"share_automatable":0.3},{"task":"Review and approve the payroll run","activity_type":"applying-expertise","minutes_per_week":20,"share_automatable":0.1}],"url":"https://theautomationindex.com/automate/payroll-preparation/"},{"slug":"duplicate-contact-merging","process":"Duplicate contact merging","question":"Can duplicate contact merging be automated?","category":"CRM hygiene","roles":["sales-manager","marketing-coordinator","operations-manager"],"share_automatable":0.74,"baseline_hours_per_week":5.5,"hours_saved_per_week":4,"scenario":"A sales team with a CRM of about 25,000 contacts, adding around 300 a week from web forms, list imports, calls and DMs.","answer":"Largely. Finding duplicates, merging exact matches and blocking new duplicates at the point of entry are highly automatable today. In our model about 75% of the work can go to software. What stays human is reviewing fuzzy matches, such as a shared office phone number, and settling arguments over who owns a merged contact.","onet":["11-2022.00","43-9021.00"],"tools":["HubSpot","Salesforce","GoHighLevel","n8n","Google Sheets"],"tasks":[{"task":"Find duplicate contacts","activity_type":"data-processing","minutes_per_week":90,"share_automatable":0.9},{"task":"Decide which record and which values to keep","activity_type":"applying-expertise","minutes_per_week":60,"share_automatable":0.6},{"task":"Merge the records","activity_type":"data-processing","minutes_per_week":60,"share_automatable":0.9},{"task":"Stop duplicates being created at entry","activity_type":"data-processing","minutes_per_week":45,"share_automatable":0.95},{"task":"Fix lead source and ownership after a merge","activity_type":"data-processing","minutes_per_week":45,"share_automatable":0.6},{"task":"Settle disputes over who owns a contact","activity_type":"stakeholder-interaction","minutes_per_week":30,"share_automatable":0.1}],"url":"https://theautomationindex.com/automate/duplicate-contact-merging/"},{"slug":"contact-data-enrichment","process":"Contact data enrichment","question":"Can contact data enrichment be automated?","category":"CRM hygiene","roles":["appointment-setter","sales-rep","marketing-coordinator"],"share_automatable":0.78,"baseline_hours_per_week":15.5,"hours_saved_per_week":12,"scenario":"A B2B outbound team of three setters adding about 200 new leads a week that need company, role and contact details before outreach.","answer":"Mostly. Looking up company size, industry, role, LinkedIn profile and verified contact details is almost entirely automatable with enrichment tools. In our model about 80% of research time can go to software. What stays human is checking the personalisation line before it is sent and judging fit for leads that do not match any rule cleanly.","onet":["41-9041.00","41-3091.00","13-1161.00"],"tools":["Clay","n8n","AI agent","HubSpot","Salesforce"],"tasks":[{"task":"Look up company size, industry and website","activity_type":"data-collection","minutes_per_week":300,"share_automatable":0.9},{"task":"Find the person's role and LinkedIn profile","activity_type":"data-collection","minutes_per_week":200,"share_automatable":0.8},{"task":"Find and verify a phone number or email","activity_type":"data-collection","minutes_per_week":150,"share_automatable":0.7},{"task":"Write a research note or personalised opening line","activity_type":"applying-expertise","minutes_per_week":150,"share_automatable":0.6},{"task":"Score fit against the ideal customer","activity_type":"applying-expertise","minutes_per_week":60,"share_automatable":0.7},{"task":"Re-verify old records that have gone out of date","activity_type":"data-processing","minutes_per_week":60,"share_automatable":0.85}],"url":"https://theautomationindex.com/automate/contact-data-enrichment/"},{"slug":"lead-source-tagging","process":"Lead source tagging","question":"Can lead source tagging be automated?","category":"CRM hygiene","roles":["marketing-coordinator","sales-manager","owner-operator"],"share_automatable":0.67,"baseline_hours_per_week":6,"hours_saved_per_week":4,"scenario":"A local service business running Meta and Google ads plus referrals and organic search, receiving about 120 leads a week by form, phone and social DM.","answer":"Largely. Capturing ad and campaign data on forms, tagging calls by tracking number and filling sources from ad platforms are highly automatable. In our model about 65% of tagging time can go to software. What stays human is tagging referrals and DM leads that leave no digital trail, and deciding attribution rules when sources conflict.","onet":["13-1161.00","11-2022.00"],"tools":["GoHighLevel","Typeform","Twilio","n8n","Looker Studio"],"tasks":[{"task":"Capture campaign data on form submissions","activity_type":"data-collection","minutes_per_week":60,"share_automatable":0.95},{"task":"Tag from the 'how did you hear about us' answer","activity_type":"data-collection","minutes_per_week":60,"share_automatable":0.7},{"task":"Tag phone leads by tracking number","activity_type":"data-processing","minutes_per_week":45,"share_automatable":0.9},{"task":"Fix leads marked 'unknown'","activity_type":"data-processing","minutes_per_week":90,"share_automatable":0.6},{"task":"Decide credit when sources conflict","activity_type":"applying-expertise","minutes_per_week":30,"share_automatable":0.3},{"task":"Tag DM and referral leads","activity_type":"data-collection","minutes_per_week":60,"share_automatable":0.5}],"url":"https://theautomationindex.com/automate/lead-source-tagging/"},{"slug":"stale-deal-cleanup","process":"Stale deal clean-up","question":"Can stale deal clean-up be automated?","category":"CRM hygiene","roles":["sales-manager","sales-rep"],"share_automatable":0.63,"baseline_hours_per_week":6,"hours_saved_per_week":3.5,"scenario":"A six-rep B2B sales team with about 400 open deals, where a large share have had no logged activity for over a month.","answer":"Partly. Finding deals with no activity, nudging reps, sending a final check-in and moving lost deals into nurture are automatable today. In our model about 60% of clean-up time can go to software. What stays human is the rep's honest call on whether a deal is alive and the manager's review of what it does to the forecast.","onet":["11-2022.00","41-3091.00"],"tools":["HubSpot","Pipedrive","Salesforce","n8n","Slack","Gmail"],"tasks":[{"task":"Find deals with no recent activity","activity_type":"data-processing","minutes_per_week":45,"share_automatable":1},{"task":"Ask reps for the real status","activity_type":"managing-others","minutes_per_week":60,"share_automatable":0.6},{"task":"Send a final check-in to the prospect","activity_type":"stakeholder-interaction","minutes_per_week":90,"share_automatable":0.6},{"task":"Close lost deals with a reason","activity_type":"data-processing","minutes_per_week":60,"share_automatable":0.75},{"task":"Review what clean-up does to the forecast","activity_type":"applying-expertise","minutes_per_week":60,"share_automatable":0.15},{"task":"Move closed-lost contacts into nurture","activity_type":"data-processing","minutes_per_week":30,"share_automatable":0.95}],"url":"https://theautomationindex.com/automate/stale-deal-cleanup/"},{"slug":"form-to-crm-data-capture","process":"Form-to-CRM data capture","question":"Can form-to-CRM data capture be automated?","category":"CRM hygiene","roles":["office-administrator","marketing-coordinator","receptionist"],"share_automatable":0.88,"baseline_hours_per_week":9.5,"hours_saved_per_week":8,"scenario":"A private clinic receiving about 150 submissions a week from website enquiry forms, an online assessment quiz and paper or PDF intake forms.","answer":"Mostly. Copying web form submissions into a CRM, formatting fields, matching existing contacts and alerting the right person are almost fully automatable. In our model about 90% of the work can go to software. What stays human is reading unusual free-text answers and re-keying the odd handwritten form that AI cannot read.","onet":["43-9021.00","43-4171.00","43-6014.00"],"tools":["Typeform","GoHighLevel","n8n","AI agent","HubSpot","Slack"],"tasks":[{"task":"Copy web form submissions into the CRM","activity_type":"data-processing","minutes_per_week":225,"share_automatable":1},{"task":"Re-key PDF and paper intake forms","activity_type":"data-collection","minutes_per_week":120,"share_automatable":0.75},{"task":"Clean formats: names, phone numbers, dates","activity_type":"data-processing","minutes_per_week":60,"share_automatable":0.95},{"task":"Match submissions to existing contacts","activity_type":"data-processing","minutes_per_week":45,"share_automatable":0.85},{"task":"Notify the right person about a new submission","activity_type":"data-processing","minutes_per_week":45,"share_automatable":1},{"task":"Read free-text answers and flag priority","activity_type":"applying-expertise","minutes_per_week":60,"share_automatable":0.55}],"url":"https://theautomationindex.com/automate/form-to-crm-data-capture/"}]}