Automations

Automate Any Business Task with AI Agents

Every repetitive task in your business can be handled by an AI agent — and I mean every single one. Email follow-ups, data entry, scheduling, reporting, lead qualification, content drafting, invoice processing — all of it. Below you'll find the specific tasks I've automated for real businesses, along with the actual time savings each one delivers. This isn't theoretical. These are systems running right now.

The Truth

You're Spending Hours on Tasks That Take an Agent Minutes

Let me be blunt with you. Right now, you or someone on your team is spending hours every single week on tasks that an AI agent could handle in minutes. I'm not exaggerating. Think about all the time that goes into chasing down leads who filled out a form three days ago, manually updating your CRM after every call, pulling together that weekly report your boss wants, or copying data from one tool into another. It adds up fast. And the worst part? It's not just the time you lose — it's the mental energy. Your best people are burning out on busywork instead of doing the creative, high-value stuff that actually grows your business.

Here's how agents handle it differently. An AI agent doesn't get tired, doesn't forget, doesn't need a coffee break, and doesn't make data entry errors at 4 PM on a Friday. When a new lead comes in, the agent can qualify them, send a personalized follow-up, book a call on your calendar, and update your CRM — all within seconds. When it's time for reporting, the agent pulls the data, formats it, highlights the important stuff, and delivers it to your inbox before you even think to ask. That's not a marginal improvement. That's a completely different way of operating.

Let me give you some real numbers. A client of mine in real estate was spending about 12 hours a week on lead follow-up alone. We built an agent that handles initial outreach, answers common questions, and books showings automatically. That 12 hours dropped to about 45 minutes of oversight per week. Another client — a digital agency — had a team member who spent an entire day each week compiling client reports. Now an agent does it in under 10 minutes. These aren't edge cases. This is what happens when you stop treating AI like a novelty and start treating it like a team member.

Browse the automations below. Each one shows you the manual process, how the agent handles it, and the time you'll get back. Then imagine what your business looks like when all of these are running at the same time.

Email Follow-Ups

Manually tracking who hasn't responded, writing individual follow-up emails, remembering to check back in 3-5 days.

Save 5-10 hours/weekLearn more

Appointment Scheduling

Back-and-forth emails to find available times, manual calendar updates, sending reminders, handling reschedules.

Save 3-5 hours/weekLearn more

Social Media Posting

Creating content, scheduling posts across platforms, monitoring engagement, responding to comments.

Save 8-15 hours/weekLearn more

Lead Qualification

Reviewing each lead manually, researching companies, scoring based on criteria, routing to the right team member.

Save 5-8 hours/weekLearn more

Customer Onboarding

Sending welcome emails, collecting information, setting up accounts, scheduling kick-off calls, creating project documents.

Save 4-8 hours/weekLearn more

Morning Briefings

Checking emails, reviewing calendars, scanning project statuses, compiling a mental list of priorities for the day.

Save 1-2 hours/dayLearn more

Task Monitoring

Checking project boards, following up on overdue items, reminding team members, updating stakeholders on progress.

Save 3-5 hours/weekLearn more

Client Reporting

Pulling data from multiple tools, creating spreadsheets or documents, formatting reports, sending to clients on schedule.

Save 5-10 hours/weekLearn more

Content Creation

Brainstorming topics, researching, writing drafts, editing, formatting, scheduling publication.

Save 10-20 hours/weekLearn more

Invoice Processing

Receiving invoices, verifying details, entering into accounting system, scheduling payments, following up on discrepancies.

Save 3-6 hours/weekLearn more

Document Review

Reading through documents, checking for errors or missing information, comparing against templates, requesting revisions.

Save 4-8 hours/weekLearn more

Expense Reporting

Collecting receipts, categorizing expenses, filling out reports, submitting for approval, tracking reimbursements.

Save 2-4 hours/weekLearn more

Data Entry

Manually entering data from forms, emails, or documents into databases or spreadsheets. Error-prone and time-consuming.

Save 5-15 hours/weekLearn more

Competitor Monitoring

Manually checking competitor websites, social media, pricing changes, and news mentions. Easy to miss updates.

Save 3-5 hours/weekLearn more

Customer Support Triage

Reading every support ticket, categorizing by urgency and type, routing to the right team member, sending initial responses.

Save 10-20 hours/weekLearn more

Proposal Generation

Copying templates, customizing for each prospect, adding pricing, formatting, and sending — often taking 2-4 hours per proposal.

Save 3-6 hours/weekLearn more

Inventory Alerts

Manually checking stock levels, comparing against reorder thresholds, contacting suppliers when items run low.

Save 2-4 hours/weekLearn more

Meeting Notes & Action Items

Taking notes during meetings, summarizing key points, extracting action items, assigning owners, following up on completion.

Save 3-5 hours/weekLearn more

Review Management

Monitoring Google, Yelp, and social platforms for new reviews, writing thoughtful responses, flagging negative reviews for attention.

Save 2-4 hours/weekLearn more

Payroll Processing

Collecting timesheets, calculating hours, processing deductions, generating pay stubs, scheduling direct deposits.

Save 4-8 hours/weekLearn more

Contract Management

Tracking contract deadlines, managing renewals, following up on unsigned agreements, maintaining a contract database.

Save 2-4 hours/weekLearn more

SEO Monitoring

Checking keyword rankings, reviewing Search Console data, monitoring backlinks, creating monthly SEO reports manually.

Save 3-5 hours/weekLearn more

Employee Onboarding

Sending welcome packets, collecting documents, setting up accounts, scheduling orientation, assigning training modules.

Save 5-10 hours per new hireLearn more

Feedback Collection

Designing surveys, sending them out, chasing responses, compiling results, creating summary reports.

Save 2-3 hours/weekLearn more

Calendar Management

Scheduling meetings, avoiding conflicts, sending invites, rescheduling when conflicts arise, preparing agendas.

Save 3-5 hours/weekLearn more

Social Media Engagement

Monitoring comments, DMs, and mentions across platforms, responding to each, identifying trends, engaging with relevant accounts.

Save 5-10 hours/weekLearn more

Report Generation

Pulling data from multiple sources, creating charts and tables, formatting into professional reports, distributing to stakeholders.

Save 5-10 hours/weekLearn more

Ticket Routing

Reading each support ticket, determining category and priority, assigning to the right team member, tracking resolution.

Save 4-8 hours/weekLearn more

Vendor Management

Tracking vendor contracts, comparing quotes, managing communication, monitoring performance, handling renewals.

Save 2-4 hours/weekLearn more

Newsletter Creation

Curating content, writing copy, designing layouts, segmenting audiences, scheduling sends, analyzing performance.

Save 4-6 hours/weekLearn more

Compliance Tracking

Monitoring regulatory deadlines, ensuring documentation is current, preparing audit materials, tracking certifications.

Save 3-6 hours/weekLearn more

CRM Data Updates

Manually updating contact records after calls, logging activities, enriching profiles, cleaning duplicate entries.

Save 3-5 hours/weekLearn more

Project Status Updates

Collecting updates from team members, compiling into status reports, sending to stakeholders, updating project boards.

Save 3-5 hours/weekLearn more

Email Sorting & Prioritization

Scanning inbox, categorizing emails by urgency, flagging important ones, archiving irrelevant ones, drafting quick replies.

Save 5-10 hours/weekLearn more

Social Proof Collection

Asking clients for testimonials at random, following up multiple times, formatting and publishing across channels.

Save 1-2 hours/weekLearn more

Recruitment Screening

Reviewing resumes, checking qualifications against requirements, scheduling initial interviews, sending rejection emails.

Save 5-10 hours per roleLearn more

Price Monitoring

Manually checking competitor pricing, tracking your own prices across platforms, identifying discrepancies, adjusting accordingly.

Save 2-4 hours/weekLearn more

Knowledge Base Updates

Writing help articles, updating outdated content, organizing categories, reviewing search analytics for gaps.

Save 3-5 hours/weekLearn more

Subscription Management

Tracking subscription renewals, processing upgrades and downgrades, handling cancellation requests, monitoring churn.

Save 3-5 hours/weekLearn more

Event Follow-Ups

Collecting attendee lists, sending thank-you emails, sharing resources, scheduling follow-up calls, tracking conversions.

Save 3-5 hours per eventLearn more