Automation
10 Office Tasks a Small Business Can Automate
Copying data, CSV processing, weekly reports, document filing, reconciliations. The ten most common candidates and why they qualify.
A task becomes a strong automation candidate when it is frequent, rules-based, time-consuming, predictable and easy to verify. These ten come up in almost every business we talk to.
- Copying data between two systems
- Processing CSV or Excel files
- Renaming, sorting or moving files
- Preparing recurring reports
- Generating standard documents
- Reconciling two datasets
- Importing or exporting records
- Monitoring folders or inboxes for expected items
- Updating customer or job records
- Checking records for missing fields
Poor candidates are tasks done a few times a year with little effort, work that needs nuanced judgement every time, undocumented processes that constantly change, and anything where errors cannot be reliably detected.
