AI automation for SMEs: 5 processes to start with
Where AI automation pays off fastest in small and mid-sized companies – with concrete examples and a checklist to get started.
1 min read
Many companies know AI could take work off their hands – but not where to begin. The good news: the most rewarding starting points are almost always the same.
1. Incoming invoices
Invoices arrive by email, get opened, typed in and filed. AI can read PDFs, recognise amounts and due dates, and create receipts directly in accounting. Your team just approves.
2. Triage customer requests
An AI agent classifies incoming emails by topic and urgency and prepares reply drafts.
3. Create quotes
From a request, your price list and earlier quotes, a first draft is ready in minutes.
4. Move data between systems
CRM, shop, accounting: wherever people copy data today, a workflow can take over.
5. Internal knowledge search
An assistant that knows your manuals, policies and project documents answers questions in seconds.
Checklist to get started
- Does the task repeat at least weekly?
- Does it follow recognisable rules?
- Is the data available digitally?
- Is it clear who approves the results?
If you answer "yes" three times, the process is a good candidate. Talk to us – we will check it together in the intro call.