If your team is spending hours each week on admin, data entry, basic customer enquiries or approvals, you’re not just losing time – you’re losing momentum. Smart automation fixes that.
At Dr Logic, we help businesses build intelligent systems that reduce friction, improve efficiency, and free your team up to focus on the work that really drives growth. By improving these three elements, you not only create space for innovation but also save money by eliminating wasted time and resources. Whether you’re scaling fast or simply trying to work smarter, these are the processes we recommend automating first.
Why Automation Makes Business Sense
Automation is one of the simplest ways to increase output without increasing headcount.
It brings consistency, speed, and structure to everyday tasks – and your team doesn’t need to change how they work to benefit from it.
You don’t need enterprise-level software or a full digital transformation plan. Tools you already use – like Google Workspace, Microsoft 365, Xero, or your CRM – often come with automation options built in.
We help businesses identify quick wins and build simple, scalable workflows that make an immediate impact, with the flexibility to evolve as your needs grow.
10 Business Processes Worth Automating First
These are the processes we see wasting the most time, and delivering the biggest returns when automated:
1. Employee onboarding
Account setup, welcome emails, document requests, and device provisioning – onboarding is full of small, repeatable steps. Automate once, and give every new starter a consistent, professional experience.
2. Invoice creation and reminders
Set up recurring invoices, send reminders automatically, and sync with your accounting tools. You stay in control – but without the manual follow-up.
3. CRM updates and lead follow-ups
Sales teams spend too much time updating pipelines. Automate lead assignment, trigger follow-ups, and keep records up to date without slowing them down.
4. Document routing and approvals
From contracts and quotes to internal requests, use automation to route files to the right people. Set approval rules and reminders so nothing gets stuck in inboxes.
5. Social media scheduling
Batch your content, schedule posts across platforms, and let it run. Combine with reporting automation to stay on top of performance, without the daily login.
6. Internal task assignments
Assign work based on team capacity, project type, or deadlines. Keep things moving when people are off or overloaded, without constant check-ins.
7. Client or supplier reminders
Waiting on feedback, files, or sign-off? Trigger gentle, timely reminders automatically – and spend less time writing chaser emails.
8. Support ticket routing
Automatically categorise incoming support requests and route them to the right team or individual. Combine with auto-replies and priority rules to reduce wait times.
9. Recurring reporting
Still pulling the same reports manually every week? Automate your data exports, dashboard updates, and performance summaries – saving hours and reducing errors.
10. HR holiday and expense approvals
Build a simple approval workflow for leave requests or expense claims. It’s faster, clearer, and no one gets left waiting for a response.
How Convex Put These Automations to Work
The business processes we recommend automating aren’t theoretical – they’re the same areas where we’ve delivered real impact for clients like Convex.
- Employee onboarding
Convex’s AI chatbot, ConvexGPT, streamlines knowledge retrieval – helping new starters access the documents, processes, and systems they need, faster. - Invoice creation and reminders
While not covered in this case, this is a prime candidate for the next phase of automation in Convex’s finance team, now that scalable infrastructure is in place. - CRM updates and lead follow-ups
With the AI chatbot connected to internal knowledge and data stores, sales and client teams can access key information and insights quickly, no manual digging required. - Document routing and approvals
ConvexGTP’s smart document analysis helps surface the right content, while AI-driven workflows can route documents for approval within a secure, compliant environment. - Social media scheduling
Not core to Convex’s current AI stack, but a future opportunity for automation, especially as internal communications and content production expand. - Internal task assignments
Through intelligent triage on the service desk, support requests are categorised and assigned based on urgency, keeping internal teams focused and workflows uninterrupted. - Client or supplier reminders
By integrating automation into their IT operations, Convex’s service desk can now trigger proactive follow-ups, ensuring nothing slips through the cracks. - Support ticket routing
Convex’s AI-powered IT automation routes tickets efficiently, reducing time-to-resolution and giving IT teams more bandwidth for strategic work. - Recurring reporting
Their adoption of Dataiku enables scalable, automated reporting, surfacing performance trends and insights that inform faster, smarter decision-making. - HR holiday and expense approvals
While not highlighted in this case, the same logic used to streamline support operations could easily extend to internal HR workflows, with tailored approval automations.
The result?
- Faster access to business-critical knowledge
- Streamlined IT workflows with less manual effort
- Scalable infrastructure to support ongoing innovation
- Intelligent automation across support and operational tasks
- AI-powered insights that enhance speed, accuracy, and compliance
This wasn’t just about tools – it was about building the right systems for the job. With the right blend of custom development, secure infrastructure, and strategic alignment, we helped Convex put AI to work where it mattered most – powering real-world efficiency, not just experimentation.
Start Small. Win Big.
You don’t need to automate everything on day one. Start with one task that’s slowing your team down – and build from there.
We help you:
- Map existing workflows
- Identify the biggest time sinks
- Choose the right tools (or build custom if needed)
- Implement automation that scales with your business
Want to Know What You Could Automate First?
Let’s talk. We’ll help you find the low-hanging automation opportunities in your business – and show you how to save hours without disrupting your team.
