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[ 00 // AUTOMATION EXAMPLES ]

Small tasks. Hours back, every week.

I analyse how your team actually works, find the routine tasks eating their day, and build custom AI apps that do those tasks — shipped with tests and approval gates.

Book a free task auditRead the AI handbook

[ 01 // EXAMPLES BY DEPARTMENT ]

What gets automated

Six departments, eighteen tasks teams still do by hand — each one a scoped, buildable automation project.

Finance & Admin

Invoices, expenses, and reports — with no retyping.

  • 01

    Invoice data entry

    The AI reads PDF and email invoices, extracts the fields, matches them to purchase orders, and books a draft entry in your accounting tool for one-click approval.

    → Saves roughly 30–60 minutes of typing per bookkeeper per day and removes the typos that come with manual entry.

  • 02

    Expense categorization

    Employees photograph receipts on their phone; the AI reads them, categorizes each expense against your chart of accounts, and flags policy outliers for review.

    → The monthly expense close drops from days to hours, with every outlier caught before it reaches the ledger.

  • 03

    Payment reminders

    The AI drafts polite, escalating payment reminders straight from your ledger — you review and approve before anything is sent.

    → Invoices get paid faster without anyone chasing them by hand.

Sales

More selling, less copy-paste into the CRM.

  • 04

    Lead research & enrichment

    Before every call, the AI researches the company and contact and writes a short briefing — recent news, role, likely pain points — directly into the CRM.

    → Reps save around 5 hours a week of manual research and walk into calls prepared.

  • 05

    CRM updates from email

    After each customer email or call, the AI drafts the CRM log entry and the next step; a rep approves it with one click.

    → The CRM stays current without end-of-day admin, so forecasts rest on real data.

  • 06

    Quote & proposal drafting

    The AI drafts quotes and proposals from your price list and past winning proposals, ready for a human to check and send.

    → Quotes go out the same day instead of sitting in a draft folder for a week.

Customer Support

Faster answers without hiring more people.

  • 07

    Ticket triage

    The AI categorizes, prioritizes, and routes incoming tickets, and drafts first replies to common questions for an agent to approve.

    → First response time drops from hours to minutes, and urgent issues surface immediately.

  • 08

    Conversation summaries

    Long email threads and chat histories are compressed into a three-bullet summary with the customer request highlighted.

    → Handovers and escalations stop losing context between agents.

  • 09

    FAQ assistant

    A website widget answers the repetitive questions from your own docs; anything it cannot answer confidently passes straight to a human.

    → Roughly a third of routine tickets are deflected, and the ones that remain get full attention.

Operations

Reports and alerts that write themselves.

  • 10

    Weekly KPI reports

    The AI pulls the numbers from your systems every week, writes the digest in your format, and flags anomalies worth a look.

    → Saves the Friday report grind — around 3 hours a week — and surfaces problems before the month-end review.

  • 11

    Order & inventory alerts

    The automation watches stock and order flow and warns you before a stockout or overselling happens, not after.

    → Fewer emergency purchases and fewer apologies to customers.

  • 12

    Meeting notes → action items

    Recordings and notes from meetings become assigned, dated tasks in your tracker, ready for a quick human check.

    → Nothing agreed in a meeting gets lost between the call and Monday.

HR & Hiring

Screening minus the paperwork.

  • 13

    CV screening summaries

    Every applicant is summarized against your must-have criteria as a comparable scorecard, so a human makes the decision with far less reading.

    → Screen 50 applicants in the time it used to take to read 10.

  • 14

    Job description drafts

    Give the AI a few bullets about the role and it drafts a job ad in your tone, structured and ready for posting.

    → A ready-to-review posting in about 10 minutes instead of an afternoon.

  • 15

    Onboarding checklists

    New hires receive a personalized, per-role onboarding plan automatically — accounts, documents, first-week schedule.

    → Consistent first weeks for every hire, with zero manual coordination.

Documents & Data Entry

PDF chaos turned into clean data.

  • 16

    PDF → spreadsheet/ERP extraction

    Contracts, delivery notes, and forms are read and their fields typed straight into your spreadsheet or ERP — where they belong, checked by a human.

    → Document backlogs get processed overnight instead of over weeks.

  • 17

    Email sorting & drafting

    The routine inbox is triaged automatically — orders, invoices, and questions routed where they belong — and standard replies are drafted for approval.

    → Inbox time is roughly halved, and nothing sits unread for days.

  • 18

    Document classification & filing

    Incoming documents are recognized, named consistently, and filed to the right folder or case automatically.

    → An audit-ready archive without the filing hours.

[ 02 // HOW IT WORKS ]

How the audit works

A fixed, four-step engagement — from a raw task list to automations running in production.

  1. [ 01 ]

    Audit

    I sit with your team, map daily routines, and measure where the hours actually go.

  2. [ 02 ]

    Identify

    You get a shortlist of automation candidates ranked by hours saved versus build effort, each with a fixed price.

  3. [ 03 ]

    Build

    I build the custom app or agent, integrate your tools, and ship it with tests, approval gates, and monitoring.

  4. [ 04 ]

    Maintain

    Models and APIs change; I keep the automation running and improve it as your process evolves.

[ 03 // QUESTIONS OWNERS ASK ]

Frequently asked questions

How does the free task audit work?+

A short call plus a look at one or two of your daily routines. You receive a prioritised list of automation candidates with effort and impact estimates. No commitment.

Do you need access to our data?+

Not for the audit, which is about process rather than data. Builds use least-privilege access, GDPR-aware design, and can run entirely on EU infrastructure.

What does a typical automation cost?+

Small automations are fixed-price, scoped after the audit. The price depends mainly on how many tools must be integrated — the fewer the integrations, the lower the cost.

What if the AI makes a mistake?+

Automations are built human-in-the-loop: the AI drafts, a human approves. Critical flows get golden-dataset tests and monitoring before anything touches production.

Found three tasks your team does by hand? That's already a project.

Book a free task audit

© 2026 Siim Liimand · SeoWeb

GitHub/AI Handbook/Tallinn, Estonia

59.4370° N, 24.7536° E — Tallinn, Estonia

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