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Quick answer

Small businesses can start by choosing one repetitive workflow, mapping the current steps, and testing a small automation with human review.

Good first workflows

  • Lead follow-up
  • Appointment reminders
  • Customer FAQs
  • Form-to-task routing
  • Review requests

Start small

You do not need to automate the whole business at once. Start with one workflow that wastes time and is easy to describe.