Every small business hits the same ceiling: too much to do, not enough hours to do it.
What’s worse — half of that work is repetitive.

Emails, follow-ups, reports, reminders, approvals — the tasks that quietly eat 30% of your team’s week.
That’s where automation comes in.

At Zuvtor, we’ve seen small and mid-sized teams reclaim 10–20 hours per week by automating just a handful of processes.
Here are five workflows every business can automate before the next quarter — no big tech overhaul required.

1️⃣ Lead Capture → CRM → Instant Slack Alert

Most businesses lose leads not because they don’t get them, but because they don’t notice them.

Automation can fix that in one afternoon:

• New lead arrives via web form or email.

• It’s automatically added to your CRM (HubSpot, Pipedrive, or Notion).

• Your sales team gets an instant Slack alert with lead details.

No more manual copy-paste, no more missed follow-ups.
Your sales team starts every day knowing exactly who to contact first.

2️⃣ Client Onboarding → Checklist + Automated Emails

Client onboarding usually involves multiple emails, document requests, and repeated instructions.
Automation can handle 80% of that.

• As soon as a deal is marked “Won” in your CRM, the workflow triggers.

• The new client receives a personalized welcome email and checklist.

• Internal tasks are auto-created for your operations or success team.

Result: faster onboarding, fewer mistakes, and happier clients.

3️⃣ Weekly Reports → Auto-Generated & Shared

Reporting doesn’t need to eat Fridays.
You can automate it fully using tools like Make.com or Zapier:

• Pull data from your CRM, Sheets, or analytics tool.

• Generate a summary report.

• Email or Slack it automatically to your team.

Add a small AI step to summarize trends or flag anomalies, and you’ve got a mini data analyst working 24/7.

4️⃣ Ticket Escalation → Assign & Notify Instantly

Support teams spend hours triaging tickets.
Automation can do it faster — and more accurately.

• Each new ticket is classified by severity (Urgent / High / Low).

• Urgent ones trigger instant Slack or email alerts.

• High and low tickets go to the right queue or person automatically.

When combined with an AI Support Assistant, escalation becomes nearly instant — freeing up human agents for real problem-solving.

5️⃣ Invoice Reminders → AI-Drafted Follow-ups

Chasing invoices is awkward, but necessary.
AI makes it painless:

• The system identifies unpaid invoices based on due dates.

• Generates a polite follow-up email with correct tone and context.

• Sends automatically or drafts for your review.

You get faster payments without the friction of manual reminders.

🚀 Start Small. Measure Fast. Scale Smart.

These five workflows are just the beginning.
The real benefit of automation isn’t doing one thing faster — it’s creating momentum across your business.