Business Process Automation Ideas – Thought Prompts

Welcome to our guide on making your small business better by making things easier and faster. If you run a small business, you know how important it is to do things efficiently. But figuring out what to change and how can be hard.

That’s where this guide comes in. We’ve put together a list of words that will help you think about ways to make your business simpler, work better, and even do some things automatically. These words are like little sparks that can help you come up with ideas, talk to your team, and make real improvements in how your business runs.

Let’s start making your business smoother and more successful together!

General Operations

  • Task delegation
  • Time tracking
  • Inventory management
  • Supply chain logistics


  • Social media scheduling
  • Content calendar planning
  • Audience analysis
  • Marketing campaign ROI
  • SEO keyword optimization
  • Customer journey mapping
  • Brand reputation monitoring
  • Digital ad management

Customer Relationship Management (CRM)

  • Lead tracking
  • Customer segmentation
  • Sales pipeline management
  • Customer feedback collection
  • Email marketing automation
  • Client onboarding
  • Contract management
  • Service delivery tracking

Project Management

  • Milestone tracking
  • Resource allocation
  • Risk management
  • Collaboration tools
  • Agile and Scrum methodologies
  • Project budgeting
  • Time estimation
  • Task prioritization


  • Quote and proposal automation
  • Cross-selling and up-selling strategies
  • Sales forecasting
  • Commission tracking
  • Customer loyalty programs
  • E-commerce integration
  • Product demo scheduling
  • Sales team performance

Financial Management

  • Invoicing automation
  • Expense tracking
  • Budgeting and forecasting
  • Financial reporting
  • Cash flow management
  • Tax preparation
  • Payroll processing
  • Profit margin analysis

Human Resources

  • Recruitment process automation
  • Onboarding and training
  • Performance reviews
  • Employee engagement surveys
  • Time-off management
  • Benefits administration
  • Workforce planning
  • Conflict resolution processes

Technology Management

  • Software integration
  • Data backup and recovery
  • Cybersecurity measures
  • IT support ticketing
  • Device management
  • Cloud services utilization
  • Network performance monitoring
  • Technology upgrade planning

Legal and Compliance

  • Contract automation
  • Compliance tracking
  • Intellectual property management
  • Data privacy regulations
  • Employment law adherence
  • Industry-specific regulations
  • Risk assessment
  • Legal document storage