Free Audit · 3 Minutes · For Businesses With 5–50 People

10 Processes You Should Never Do Manually Again

Check off what you're currently doing by hand. We'll tell you exactly how many hours you're leaving on the table — and which ones to automate first.

Average result: 14.3 hrs/week recoverable

Check everything you currently do manually

Be honest — even if it only takes 20 minutes, check it. Those are the ones that add up.

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processes you're still doing by hand
Check items above to see your weekly hours lost
Following up on unpaid invoices
You or someone on your team manually chases overdue payments — emails, calls, reminders.
≈ 3 hrs/week · High automatable
Responding to the same customer questions
FAQ replies, onboarding questions, pricing inquiries — answered manually each time.
≈ 2 hrs/week · High automatable
Following up on new leads who didn't reply
Inbound or outbound leads who expressed interest but went cold — followed up manually if at all.
≈ 2.5 hrs/week · High automatable
Booking and confirming appointments
Back-and-forth scheduling, confirmation emails, reminders — done manually.
≈ 1.5 hrs/week · Easily automatable
Compiling weekly or monthly reports
You pull numbers from multiple tools, paste into a doc or spreadsheet, and share manually.
≈ 2 hrs/week · Easily automatable
Manually adding contacts to your CRM
New leads, form submissions, or referrals added to CRM by hand after the fact.
≈ 1 hr/week · Easily automatable
Sending welcome or onboarding emails manually
New client or user joins — you personally (or your team) manually sends the first few emails.
≈ 1.5 hrs/week · Easily automatable
Creating proposals or quotes by hand
Each proposal built from scratch or copy-pasted — no templated generation workflow.
≈ 2 hrs/week · Medium automatable
Posting to social media manually
Every post written and published on the day — no batch scheduling or repurposing system.
≈ 1.5 hrs/week · Easily automatable
Researching prospects before sales calls
Manually Googling prospects, checking LinkedIn, taking notes before discovery calls.
≈ 2 hrs/week · Medium automatable

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Your top automation priorities — in order

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