Workflow automation with AI – 7 repetitive tasks to hand to machines first

Automation doesn't have to be a big project. Many tasks only need two existing pieces of software connected, with an AI reading step in between.

1. Data entry from paperwork

Invoices, delivery notes and purchase orders in image or PDF form are read by AI and entered into a spreadsheet. The person in charge only reviews the rows the AI has flagged as uncertain.

2. Sorting emails and messages

AI labels each request by type and routes it to the right person, with a draft reply attached.

3. Compiling recurring reports

Figures from several sheets are gathered, AI writes the summary, and it is sent to the team chat on time.

4. Writing meeting minutes

The recording is turned into text, with a summary of the key points and a to-do list per person.

5. Drafting content

Posts, customer care emails and product descriptions are drafted in the brand's voice and wait for a reviewer.

6. Tracking orders and sending reminders

When an order's status changes, the system updates itself and messages the customer or the staff member in charge.

7. Screening job applications

AI summarises applications against the hiring criteria so HR can read faster. The decision is still made by the recruiter.

Which steps need human review

Anything involving money, commitments to customers, public statements or decisions about people keeps a review step. Automate the preparation and let a person decide the final part.

See also how to choose an automation tool and our workflow automation service.