7 Business Automations You Won't Want to Miss Out on in 2025

Today, we're talking about seven different automations that every single business owner should be implementing into their business today, or selling to business owners for them to implement. We're going to be using Make.com for this, and if you're not familiar with Make.com, there's a crash course available on the YouTube channel where you can learn everything you need to know about Make.com for free.

Introduction to Intelligent Document Processing

This is the caption for the image, click to watch the video from 0 seconds The first workflow we want to talk about is intelligent document processing. This is a game-changer for businesses that deal with contracts and need to pull out information like line items. Essentially, this workflow automates the whole process of extracting information from documents and adding it to systems like QuickBooks or Google Sheets. We can start this workflow when somebody drops a file into Google Drive, and it will take that document, turn it into text, and use AI to pull out the desired information.

How Intelligent Document Processing Works

With intelligent document processing, we can automate the process of extracting information from documents and adding it to our systems. For example, we can take a contract and extract the line items, including the prices, and add them to a Google sheet. This saves a lot of time and reduces the likelihood of human error. We can also use this workflow to automate the process of creating contracts and invoices, and even send them to clients automatically.

Introduction to Lifecycle Automation

This is the caption for the image, click to watch the video from 38 seconds The next thing we want to talk about is lifecycle automation. This involves automating the entire process of interacting with clients, from the initial contact to the final sale. We can use Make.com to automate this process, and it's been a game-changer for our business. We can automate things like sending text messages and emails, scheduling follow-up appointments, and even sending contracts and proposals.

How Lifecycle Automation Works

With lifecycle automation, we can automate the entire process of interacting with clients. For example, when a client fills out a quote form on our website, we can automatically send them a text message and an email, and even schedule a follow-up appointment. We can also automate the process of sending contracts and proposals, and even follow up with clients who don't respond. This saves a lot of time and reduces the likelihood of human error.

Introduction to Contracts, Invoices, and Proposals

The next thing we want to talk about is contracts, invoices, and proposals. We can automate the process of creating these documents and sending them to clients. This saves a lot of time and reduces the likelihood of human error. We can use Make.com to automate this process, and it's been a game-changer for our business.

Introduction to AI Agents

The next thing we want to talk about is AI agents. We can use AI agents to automate tasks and interact with clients. For example, we can use an AI agent to respond to client inquiries and provide them with information about our services. We can also use AI agents to automate tasks like data entry and bookkeeping.

Introduction to RAG AI Chatbot

This is the caption for the image, click to watch the video from 272 seconds The next thing we want to talk about is the RAG AI chatbot. This is a powerful tool that allows us to automate the process of interacting with clients and providing them with information about our services. We can use the RAG AI chatbot to respond to client inquiries and provide them with personalized responses based on their needs and preferences.

Introduction to Web Scraping

The final thing we want to talk about is web scraping. This involves using software to extract data from websites and use it for our business. We can use web scraping to extract data like names, addresses, and phone numbers, and use it to create targeted marketing campaigns. We can also use web scraping to extract data from social media platforms and use it to create personalized marketing messages.

Conclusion

In conclusion, these seven business automations are game-changers for businesses that want to save time and increase efficiency. By automating tasks like document processing, client interaction, and data entry, we can free up more time to focus on high-level tasks like strategy and growth. We can also use these automations to provide better services to our clients and increase customer satisfaction. Whether you're a small business owner or a large corporation, these automations can help you achieve your goals and succeed in today's fast-paced business environment.