Between 15 and 50 people, most companies hit the same wall. Processes that worked when everyone sat together now depend on someone remembering to copy data from one tool to another. These are the automations that usually pay back fastest.

  1. Lead routing: new enquiries from the website, WhatsApp and ads go to the right salesperson in seconds, with a follow-up if nobody responds in an hour.
  2. Invoice and bill capture: photos and PDFs are read, checked and posted to your accounting system.
  3. Customer onboarding: contracts, welcome emails and account setup triggered by a deal closing.
  4. Weekly reports: numbers pulled from every tool into one summary every Monday.
  5. Document expiry alerts: licences, insurance and compliance documents flagged before they lapse.
  6. Support triage: incoming tickets classified and first-draft replies prepared for review.
  7. Payment follow-ups: polite reminders on overdue invoices, escalating to a person when needed.

Want a team to build this with you?

Workflows and AI assistants that take repetitive work off your team.

Find what to automate

How to choose what to automate first

Estimate hours per week multiplied by the cost of the person doing it. Anything that pays back the build cost within a quarter goes first. Anything where a mistake is expensive gets a human approval step.

Where AI helps and where it doesn't

AI is excellent at reading messy documents, classifying requests and drafting text. It's not a replacement for rules where the answer must be exact. The best workflows combine both: AI to read and draft, rules to check, people to approve the unusual.

Automate the task, not the person. The goal is giving your team their afternoons back.

Sora Infotech team, Product, engineering and design

Written by the people who design, build and run products at Sora Infotech.