Business automation is not a new idea, but many businesses struggle with it because proper digitalization requires experience and, most dauntingly, process-driven thinking that can grasp the bigger picture and make multi-level decisions. The situation becomes even more complicated when you want to integrate AI for business automation. While challenging, investing in AI can become your business’s ace. In this blog, we explore ten ideas to help you start the process of integrating AI for business automation without getting lost in it. Additionally, JetSoftPro is always ready to assist you with integrating technologies into your business processes.
Let’s Define The Processes
Business process automation in B2B and B2C companies helps reduce errors, speed up task completion, and lower operational costs. Let’s walk through the typical processes that can be automated, in the order a new employee encounters them:
1. Recruiting
In the process of finding and selecting candidates, it’s crucial to automate tasks such as job posting, resume sorting, and interview scheduling. A noteworthy option is pre-screening automation, which can reduce the workload on recruitment by several times.
2. Employee Onboarding
The onboarding process requires significant administrative work, especially in large companies. You can automate sending welcome emails, document completion, employee training through online platforms, account creation for internal systems, and tracking onboarding progress.
3. Human Resources Management
Leave tracking, sick days, salary raise requests, and creating employee development plans can also be automated to reduce the administrative burden on the HR department.
4. Accounting and Finance
Financial processes require accuracy and legal compliance. Automating invoicing, payment reconciliation, report generation, tax monitoring, and payroll calculation helps avoid errors in calculations and reporting.
5. Time Tracking and Work Hours Management
To effectively allocate resources and plan, it’s important to track employees’ work time. Typical examples of automating these processes include time tracking systems, automatic generation of work reports, and monitoring overtime.
6. Leave and Sick Days
You can automate the leave request system, automatic approvals by managers, paid and unpaid leave calculation, and leave history tracking.
7. Marketing
An often overlooked but highly beneficial area for automation is marketing. Automating email campaigns, managing ad campaigns, analyzing campaign effectiveness, personalizing content, and audience segmentation all make marketing more efficient. Get some inspiration from CreatorIQ, our partner.
8. Sales and CRM
In sales, automation includes lead management, deal tracking, automatic creation and sending of commercial offers, customer interaction history management, and predicting customer needs based on data.
9. Customer Support
Using chatbots to handle customer requests, automatic ticket creation, routing requests to the right specialists, and building a knowledge base for clients are examples of automation that will improve customer service.
10. Supply Chain Management
A crucial process for companies involved in production or product sales. Automation includes supply planning, inventory management, automatic raw material order calculation, delivery control, and route tracking and optimization.
11. Procurement
In companies where procurement plays an important role, you can automate the creation and processing of purchase requests, supplier selection, price comparison, and purchase history tracking.
12. Quality Control
In manufacturing companies, automating quality control processes can significantly improve the final product. You can automate defect data collection, automatic quality checks on production lines, and systems for analyzing defect causes.
13. Document Management
Typical examples are automatic document creation, storage, and processing, digital signatures, contract approvals, and document flow organizing within the team.
14. Data Analysis and Reporting
To make effective decisions, it is essential to automate data analysis and report generation processes: data collection from various systems, generating analytical reports, and automatic forecasting based on data.
15. Cybersecurity
Threat detection systems, automatic incident response, data encryption, and user activity monitoring are the foundation of automated security.
Before implementing AI for business automation, we recommend reviewing this list and identifying 2 to 5 areas where your company currently faces one or more of the following problems:
- Processes are slow and impact other processes negatively.
- Payroll costs are too high.
- Most errors that affect the company’s reputation or revenue, such as lost profits.
- A high number of negative reviews from customers or employees.
Once you have compiled a list of priority areas for AI automation, you need to do one more very important task — outline the processes as they are now and how they should function. This will help you understand exactly where AI is needed.
9 Best Ideas On How To Use AI For Business Automation
AI for business automation offers a wide range of solutions for automating various business processes. We’ve selected 9 of the most impactful ideas that can significantly increase your revenue.
1. Automated Price Management
AI can dynamically adjust prices based on market conditions, demand, and competition. To do this, you need an AI model that learns from the latest market data, compares your offerings to competitors, and suggests price ranges that buyers are likely to respond to positively. Pricing is one of the most strategic and delicate elements in a highly competitive environment, and AI can account for far more factors than any individual expert.
2. Customer Analysis and Behavioral Insights
Automatic segmentation and prediction of customer behavior enable more precise marketing targeting and increased sales. As with the previous point, using AI for behavioral analysis is more convenient, accurate, and faster than manual effort. You’ll need to train a model to predict behavior based on hundreds of factors.
3. Cross-Selling and Upselling Automation
AI can recommend additional products or services, increasing the average customer purchase and revenue. AI must be trained to analyze customer behavior throughout their lifecycle. The larger your customer base, the easier it is to train a predictive model. Once the system is in place, you will need minimal effort to retain users and increase their LTV (lifetime value).
4. Supply Chain Optimization
Using AI to optimize logistics reduces transportation and storage costs, improving business margins. AI should be trained to analyze data from your warehouses and routes, forecast inventory levels, and signal potential crises in advance. Currently, there aren’t many AI automation solutions specifically for supply chain optimization, making it a rare expertise. Becoming a pioneer in this area could result in significant revenue growth.
5. Customer Support Chatbots
Round-the-clock service and automatic responses to customer inquiries increase satisfaction and boost loyalty and retention. By the way, we’ve written an article on how to implement an AI Call Center for customer support.
6. Accounting Automation
Reducing transaction processing costs and minimizing errors in financial reporting can improve financial efficiency. In many companies, accounting processes are the most stable, making them easier to automate compared to others. If you want to introduce AI for business automation here, consider training a model to spot calculation errors and suggest rational corrections. For example, if you start a project under conditions where its margin will decline over six months, AI can identify this risk in time.
7. Recruitment Process Enhancement
Faster and more accurate candidate screening saves time and money for the company while improving the quality of hires. Earlier, we discussed pre-screening automation. By training a generative AI on your hiring principles, and providing it with interview question samples, and methods for evaluating candidates, you can delegate the pre-screening process to AI for any number of candidates.
8. Document Workflow Automation
Speeding up document processing reduces administrative costs and boosts operational efficiency. Interesting AI automation solutions in this area include auto-generating contracts based on input data and analyzing documents for potential risks. Train AI to detect risks specific to your business, and it will be able to review long contracts in seconds.
9. Intelligent Cybersecurity Systems
Preventing cyberattacks protects a company’s revenue by avoiding potential financial losses from data breaches or attacks. Train AI to detect threats based on various factors, such as blocking suspicious emails, and you’ll be able to protect your company at a higher level.
By the way, if you develop an AI solution based on any of these ideas, you could potentially sell it to other companies.
Do You Need Consulting for AI in Business Automation?
Implementing AI for business automation can be challenging, but it’s essential to have a clear strategy and the right skills. If your team doesn’t have experience in AI, machine learning, or automation, consulting can fill that gap by providing the knowledge needed to create and implement effective solutions.
When your processes are complex or span multiple departments, a consultant can pinpoint where AI will have the greatest impact and how to integrate it smoothly throughout your organization.
If you’re unsure where to begin or how to prioritize automation efforts, a consultant can create a customized roadmap to focus on the areas that will drive the most value for your business.
In industries like finance, healthcare, or manufacturing, where mistakes can be costly, expert guidance can help minimize risks through careful implementation and testing.
If your business is struggling to keep up with rapid AI advancements, a consultant can provide current insights and help you develop a forward-thinking automation strategy.
If any of these situations resonate with you, seeking consulting for AI in business automation is a smart move. It can save you time, reduce errors, and lead to better outcomes with AI solutions tailored to your needs. JetSoftPro is ready to offer high-quality consulting to help you implement AI in your business automation efforts.
