In almost every company, employees spend hours on routine tasks: copying data, forwarding files, manually processing orders and reports. Because of this, businesses lose time, money, and customers.
Business process automation solves these problems: routine operations are performed without human involvement, and employees can focus on tasks that truly generate profit.
Why business process automation is needed
- reduced task completion time
- reduced number of errors
- transparency and control of all processes
- company resource savings
- ability to scale business without increasing staff
Types of Automation
No-code automation
Modern tools allow building automations without programmers.
Popular platforms: n8n, Make (Integromat), Zapier, ApiX-Drivecomes in handy.
Examples:
- automatic notification sending to Telegram for new orders
- transferring data from a website form to Google Sheets and CRM
- integration of online store with 1C
API Integrations
If ready-made connectors are not available, work is done via API.
Capabilities:
- connecting non-standard services
- building complex automation scenarios
- deep business process control
CRM Automation
CRM becomes the sales management hub, and automation makes it much more efficient.
Common cases:
- automatic task assignment to a manager after a lead comes in
- deal status update upon payment
- CRM integration with telephony, website, and messengers
Popular systems: Bitrix24, amoCRM, RetailCRM, Megaplan
Online Store and Marketplace Automation
For e-commerce, automation is key to scaling.
Examples:
- synchronization of orders with CRM and accounting
- automatic stock updates
- delivery cost calculation and order transfer to SDEK
- sales analytics from Ozon, Wildberries, Yandex.Market
Document Management Automation
Manual document processing is a source of errors and wasted time.
Solutions:
- automatic uploading of invoices and acts to 1C
- contract approval via cloud services
- document storage and distribution from CRM or Google Drive
Automation of reporting and analytics
It is important for managers to receive data in real time.
Examples:
- daily sales reports in Telegram
- uploading analytics to Google Sheets or Power BI
- automatic KPI generation
Communication automation
Messages from messengers and social networks can be collected in one place.
Examples:
- automatic chatbot responses
- collecting all applications in CRM
- sending promotions and reminders via WhatsApp or Telegram
Automation platforms
- n8n — open-source tool for flexible scenarios
- Make (Integromat) — convenient visual process builder
- Zapier — international platform for connecting services
- ApiX-Drive — ready-made integrations for the Russian market
Systems and services that are most often automated
- CRM: Bitrix24, amoCRM, RetailCRM, Megaplan
- Accounting and warehouse: 1C, MyWarehouse, Kontur
- E-commerce: Tilda, InSales, Shopify, OpenCart
- Marketplaces: Ozon, Wildberries, Yandex.Market
- Logistics: SDEK, Boxberry, Russian Post
- Communications: WhatsApp, Telegram, VK, Instagram, telephony
What automation gives to business
Automation is a step towards digital transformation. The company stops wasting time on routine tasks, clients receive faster service, and the manager sees all processes transparently and in numbers.
If you need to understand which processes should be automated first, I can conduct an audit and develop a step-by-step implementation strategy.
