Seven 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. These automations can be implemented using Make.com, a powerful automation tool that can help businesses streamline their processes and increase efficiency.
Introduction to Intelligent Document Processing
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The first workflow that I want to talk about is intelligent document processing. This is a process that can save you so much time and effort. Essentially, it involves taking a contract or document and pulling out information like line items and adding them into things like QuickBooks or Google Sheets. Conventionally, this process would be done by hand, but with a workflow like this, we can automate the whole process.
How Intelligent Document Processing Works
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This workflow can be started in multiple ways, such as when somebody drops a file into Google Drive or sends a PDF document in Gmail. The workflow will then take the PDF document, turn it into text, and use AI to pull out the information that we want to pull out. In this instance, it's the line items, which will be added into a Google sheet. This can save a lot of time and effort, especially if you use PDF documents regularly.
Lifecycle Automation
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The next thing that I want to talk about is lifecycle automation. This involves automating the process of taking a new lead and turning them into a client. This can include scheduling follow-up appointments, sending contracts, and following up with the lead to try and close the sale. All of this can be automated using lifecycle automation, which can save a lot of time and effort.
Contracts and Invoices
The next workflow that I want to talk about is contracts and invoices. This system automatically creates contracts and invoices, which can save a lot of time and effort. The system can take a sales call form and use the information from that form to create a contract and invoice. This can be done in a matter of seconds, which is much faster than doing it manually.
AI Agents
The next thing that I want to talk about is AI agents. This is a system that uses AI to automate tasks and answer questions. The system can be trained on a database of information, which can be used to answer questions and provide information. The system can also be used to automate tasks, such as sending emails or making phone calls.
RAG AI Chatbot
The next workflow that I want to talk about is the RAG AI chatbot. This is a system that uses AI to answer questions and provide information. The system can be trained on a database of information, which can be used to answer questions and provide information. The system can also be used to automate tasks, such as sending emails or making phone calls.
Web Scraping
The final workflow that I want to talk about is web scraping. This involves using a computer program to extract data from a website. This can be used to extract data such as names, addresses, and phone numbers, which can be used to create a list of leads. The system can also be used to extract data from social media sites, such as LinkedIn.
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In conclusion, these seven business automations can help businesses streamline their processes and increase efficiency. By implementing these automations, businesses can save time and effort, and increase productivity. The automations can be implemented using Make.com, a powerful automation tool that can help businesses automate their processes.