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AI automation checklist

20 practical jobs to automate first, in 5 areas. Free PDF.

Small business AI automation checklistPreview
  1. 1Enquiries

    • Auto-reply to every new enquiry
    • Answer the common questions automatically
    • + 2 more
  2. 2Bookings

    • Add an online booking link
    • Send reminders before each booking
    • + 2 more
  3. 3Money

    • Build quotes from a template
    • Send the invoice when the job is done
    • + 2 more
  4. 4Admin

    • Stop typing the same thing twice
    • File and name documents automatically
    • + 2 more
  5. 5Marketing

    • Ask happy customers for a review
    • Turn one idea into several posts
    • + 2 more

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How to use it

  1. 1

    Tick what you already have in place.

  2. 2

    Circle the two jobs that eat most of your week.

  3. 3

    Bring them to a free chat and we'll look at them together.

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