What each department can automate today

One guide per department, for whoever decides: what can be automated, what is better left alone and where to start.

Guides

  • Finance department

    In finance, almost everything that consists of gathering data, checking it and preparing documents can be automated today: balances, cash forecast, draft invoices, overdue payments and the review of every tax return. Anything that moves money or has tax consequences is still approved by a person. Your accountants keep preparing and filing each return, and you sign knowing what you are signing.

  • Human resources

    In human resources, the administrative side can be automated today: which document is due at each hire, change or exit, leave requests, the check of every payslip against the collective agreement and time tracking. Decisions about people are not automated, and neither is the work of your payroll provider, who keeps calculating payroll and making the official filings. Deciding and signing remain your team's job.

  • Sales

    In sales, the work that comes before the sale can be automated today: reading the tenders every day, spotting companies that fit, building the quote from your rates and producing the contract from your templates. The relationship with the client is not automated. Who you write to, what you bid for and what gets signed is decided by a person, and no email goes out without their approval.

  • Marketing

    In marketing, the review can be automated today: someone looking at the ad accounts, the measurement and the rankings every week, and leaving the changes prepared. So can the monthly report and a good share of content production. Strategy, budget and the decision to publish are not automated. Nothing is published or spent without a person's approval.

  • Customer service

    In customer service, everything that happens before answering can be automated today: logging each request, labelling it, giving it an owner, finding the information and leaving the reply drafted. So can picking up the phone and taking notes. The reply to the client is not automated: a person always approves it. The agent commits to nothing on your company's behalf.

  • Legal and compliance

    In legal and compliance, watching and preparing can be automated today: knowing what is due and when, chasing a third party in time, producing digitally signed documents and keeping every control with its evidence. Legal judgement is not automated, nor anything with consequences: processing, signing, sending and accepting a risk are done by a person.