If your team is still doing these tasks manually, chances are you're wasting hours every week — and losing momentum in your workflows.

Here are five processes you can automate with today's no-code tools:

1. Lead emails → CRM
   Auto-create contacts or tasks in your CRM when an inquiry hits your inbox — no more copying and pasting.

2. Meetings → Task lists
   Convert calendar events into actionable tasks in Microsoft Planner or To Do.

3. Document approvals
   Set up flows that route Word/Excel files for sign-off, including version control and alerts.

4. Sales pipeline updates
   Trigger automatic messages in Teams when a deal progresses — no manual check-ins.

5. File sorting
   Organize uploaded files by type, owner, or naming logic — without lifting a finger.

These aren’t enterprise IT projects — they’re quick wins powered by tools like Power Automate, Make, and Copilot.

💡 This post is connected to our AI & Workflow Automation Setup (SFA3002) — a done-for-you service for building smart, scalable flows.
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