Automation basics: 10 workflows every team should automate

Automations are how you scale quality. These are the first 10 workflows that remove repetitive work and reduce mistakes.

•8 min read•By UNOBITS Team

Start with routing and reminders

The fastest wins come from routing and reminders: auto-assign by client, auto-follow-up after meetings, and auto-create tasks from form submissions.

Then connect your lifecycle

Automate hand-offs between CRM, onboarding, delivery, and reporting. The goal is fewer manual transitions and less context loss.

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