Business processes to automate once and never think about again
While there are loads of tasks you can automate, like specific steps for policy renewals in Salesforce, finding processes that require zero ongoing attention is rare. Because almost nothing can be automated once and then never thought about again, people are becoming much more sceptical about business automation.
What people tried
Every workaround mentioned in the threads below. We haven’t tested any of them — and nobody here is claiming they worked.
Found another way around this?
Share your steps and trade-offs so fellow engineers don't have to reinvent the wheel. No account required.
Business processes to automate once and never think about again
- 1Limiting automation to boring, routine tasks like reminders, basic enquiry handling, info collection, and routine follow-upsDid this help you?
- 2Routing annoyed customers or unusual situations straight to a personDid this help you?
- 3Relying on a system administrator to build the automation.Did this help you?
- 4Reaching out to external experts via direct message for guidance.Did this help you?
In their words
Unedited, grouped by where they were said, most upvoted first within each place, each linked to the thread it came from.
“I work in an insurance company where we do renewals of the policies on sales force i want to automate few steps if someone can guide me through it how to do that please?”source ↗
Where this came up
People with this problem also raised
- 12Why do simple CRM automations get so complicated?
- 8Why can't I trust AI agents with production tasks?
- 8How to set up automated payment processing for a small business
- 2When is it time to stop using spreadsheets for business operations?
- 2Clients passing off broken processes as system requirements
- 21Why do big companies require so many rigid formalities?