Which processes should be automated first

One of the most common mistakes is trying to automate everything at once. A much stronger approach is to pick the processes where automation gives the biggest effect with the least chaos.

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CRM and automation4 min read

CRM and automation

Which processes should be automated first

One of the most common mistakes is trying to automate everything at once. A much stronger approach is to pick the processes where automation gives the biggest effect with the least chaos.

We look at which processes should be automated first: requests, statuses, follow-up, notifications, payments, scheduling and repeated actions.

April 1, 2026Read article