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Process Automation
Automating an entire multi-step business process, not just one task.
Definition
Process automation goes beyond single-task automation to cover full workflows: lead enters CRM -> enrichment -> qualification email -> follow-up sequence -> booking link -> sales call -> proposal -> contract. Each step might be its own automation, but the whole thing runs as a process. Tools: Zapier, Make, n8n, plus in-app workflow builders (HubSpot Workflows, Salesforce Flow). For service businesses, the highest-ROI processes to automate are: lead routing, onboarding, invoicing, renewal reminders.
In your business
- →Map the full process before automating any step
- →Build it modular - each step independent so you can fix one without breaking the chain
- →Monitor it weekly for the first month - silent failures are common