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As a special thank you for subscribing, here are 75 automation ideas for the trades:

Finance

• Invoicing and billing customers

• Generating and analyzing financial reports

• Financial reporting

• Automation of Financial Reporting and Analysis

HR / Internal Team

• Managing employee schedules and payroll

• Tracking and reporting on employee productivity

• Managing and tracking employee training and certifications

• Managing and tracking safety procedures and compliance

• Managing and tracking subcontractor performance

• Managing and tracking employee performance and evaluations

• Automation of Employee Productivity Tracking and Reporting

• Managing and tracking employee absences and time off

• Managing and tracking employee benefits and compensation

• Automation of Employee Scheduling and Payroll Management

• Managing and tracking employee development and training

• Managing and tracking employee recruitment and hiring

• Managing and tracking employee engagement and satisfaction

• Managing and tracking employee diversity and inclusion

• Managing and tracking employee recognition and rewards

• Managing and tracking employee safety and well-being

• Managing and tracking employee turnover and retention.

• Employee time tracking

Marketing/Lead Mgmt

• Create 20 new social posts from a video or audio file

• Create a transcription of conversations from a video or audio file

• Creation of Reels scripts from a video or audio file

• Generating and sending reminders for scheduled maintenance appointments

• Generating and sending marketing materials to potential customers

• Integrating Google Analytics' Advanced Segments, Mailchimp's AI Features, GPT-4 by OpenAI, and Zapier

• Creating and maintaining a customer database

• Generating and tracking leads for new business

• Managing and updating the company website and social media accounts

• Marketing and lead generation

• Quality control and safety inspections.

• Automation of Marketing Material Distribution

• Email marketing automation

• Social media scheduling

• Lead magnets and landing pages

• Marketing automation workflows

• Personalized ad campaigns

• Chatbots for lead capture

• Lead scoring and prioritization

• CRM integration

• Referral and reputation management

• Customer segmentation and targeting.

Operations

• Email Management & Auto Response

• Automation of Service Reporting

• Scheduling and dispatching service calls

• Automation of Maintenance Appointment Reminders

• Creating and maintaining service reports

• Managing and tracking customer complaints and feedback

• Managing and tracking warranties and guarantees

• Managing and tracking customer service level agreements

• Managing and tracking project timelines and progress

• Managing and tracking safety incidents and accidents

• Managing and tracking employee communication and collaboration

• Managing and tracking employee morale and motivation

• Customer communication and follow-up

• Equipment maintenance tracking

• SMS is sent to Slack channel

• 5-star review in Google My Business notifies a channel message in Slack.

• AI Response to Google Review

• CallCenter Email -> Slack Channel

• Respond to a 5-Star Review w/o a Comment left in Google My Business

Sales

• Generating quotes and estimates for service work

• Managing and tracking energy usage and costs

• Job cost estimation

Vehicle/Fleet

• Managing and tracking vehicle maintenance and repair

• Managing and tracking equipment maintenance and repair

Warehouse/Inventory

• Ordering and tracking inventory

• Inventory management

• Automation of Ordering and Tracking Inventory

Thank you for reading our 75 Automation Ideas list! We hope you find these insights valuable for streamlining your operations and boosting your productivity.

If you wish to access a list of tools for each automation idea, please click here:

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