This is the long version: every routine task we have seen an AI agent take over in a small business, grouped the way a business is actually organized. Nobody automates all of it. The useful question is which three tasks in your company are repeated most often and cost the most time, and that is exactly what the free audit answers.
Read incoming emails and classify them by topic, urgency, and request type.
Summarize long email threads and highlight next steps.
Reply to standard emails using templates.
Route emails to the right employee or department.
Extract data from emails into CRM or task trackers.
Process RFQs, commercial proposals, and initial requests.
Monitor SLA in correspondence and remind about deadlines.
Send follow-up emails after calls, meetings, and offers.
Translate emails and adapt the tone of voice.
Check emails for risks, spam, fraud, and suspicious attachments.
Create CRM leads from emails, forms, and messengers.
Fill in client profiles, tags, funnel stages, and comments.
Qualify leads based on rules, budget, industry, and buying intent.
Assign responsible managers and create tasks.
Automatically move deals through pipeline stages.
Suggest the next best step for a deal.
Generate personalized commercial proposals.
Prepare follow-ups for cold and warm leads.
Remind managers about stalled deals.
Calculate revenue forecasts based on the pipeline.
Identify upsell and cross-sell opportunities.
Analyze reasons for lost deals.
Track manager activity and CRM data quality.
Sync data across CRM, email, calendar, and telephony.
Answer standard questions 24/7.
Search for answers in the knowledge base and internal docs.
Classify tickets by topic and priority.
Escalate complex cases to human agents.
Collect missing data from the client.
Open tickets and update statuses.
Post-process chats, summarize dialogues, and write notes.
Analyze client sentiment and detect frustration or churn risk.
Automatically offer compensations, refunds, or retention scenarios.
Monitor quality of operator responses.
Take incoming calls as a voice assistant.
Answer FAQs over the phone.
Record calls and generate transcriptions.
Summarize conversations and create post-call tasks.
Qualify callers and route to the right department.
Book meetings and manage schedules.
Confirm orders, deliveries, and appointments.
Make outbound follow-up and reminder calls.
Collect voice-of-customer insights.
Read PDFs, scans, images, and extract data.
Compare documents and find discrepancies.
Verify invoices, waybills, contracts, and acts.
Fill out forms and enter data into systems.
Prepare reports using templates.
Extract key fields from contracts and invoices.
Monitor contract and license expiration dates.
Identify missing fields and errors in documents.
Automate employee onboarding document packages.
Prepare internal memos, summaries, and briefing notes.
Reconcile invoices, payments, and bank transactions.
Detect anomalies and suspicious operations.
Classify expenses by category.
Prepare budget summaries.
Send reminders for overdue payments.
Process invoices and purchase orders.
Assist with AP/AR processes.
Generate cashflow reports and simple forecasts.
Match payments with orders and contracts.
Support audit preparation.
Generate email campaigns and segment audiences.
Personalize content for different segments.
Create ad copy, headlines, and CTA variations.
Auto-publish posts according to a schedule.
Suggest topics based on demand and client behavior.
Analyze campaign performance.
Generate A/B testing ideas and recommendations.
Collect leads from marketing channels.
Monitor brand mentions.
Create SEO drafts and content plans.
Aggregate data from multiple systems into one dashboard.
Prepare daily/weekly business summaries.
Track KPIs and notify about deviations.
Conduct competitor monitoring.
Perform desk research on markets, clients, and segments.
Find insights in CRM, chats, emails, and analytics.
Build simple demand and capacity forecasts.
Explain why specific metrics changed.
Generate executive summaries for management.
Auto-prepare dashboard notes.
Create and route tasks.
Monitor SOP and checklist execution.
Automate approvals and workflows.
Track deadlines and dependencies.
Manage orders from request to delivery.
Process returns and claims.
Coordinate work across departments.
Verify form completions and statuses.
Automate repetitive back-office processes.
Monitor process quality and find bottlenecks.
Sort resumes and shortlist suitable candidates.
Conduct initial screening.
Schedule interviews.
Send follow-ups and test assignments to candidates.
Assist with new employee onboarding.
Answer standard HR questions.
Monitor onboarding checklist completion.
Maintain internal HR bots for employees.
Search for info in the company knowledge base.
Answer questions about policies, processes, and tools.
Collect meeting notes and action items.
Prepare briefs before calls.
Assist with calendar and scheduling.
Turn long documents into short summaries.
Auto-create tickets from chats.
Suggest the next step in a complex process.
Help new hires get up to speed faster.
Provide contextual assistance right inside CRM/email.
Check compliance and policy adherence.
Monitor call and chat quality.
Assist in procurement and vendor management.
Automate service desk and IT helpdesk.
E-commerce support: orders, statuses, returns.
Logistics and dispatching assistance.
Track renewals and subscriptions.
Automate tender material preparation.
Manage basic workflows in no-code/CRM/ERP systems.
Send proactive alerts when human intervention is needed.
The list above is a menu, not a plan. The cases that return money fastest share three traits: high volume of near-identical work, a clear rule for what "done" looks like, and a person currently doing it who is expensive or scarce. Email triage, lead qualification, first-line support, invoice handling and internal lookups hit all three most often.
Related: AI workflow automation · AI for calls and chat · private AI on your own documents · what it costs
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