WhatsApp ordering
- Before
- Friday night, forty unread chats. Some of those people have already ordered from somewhere else.
- After
- Each message gets the menu and an order link right away. Confirmed orders print in the kitchen.
Automation ideas, by industry
Each card is a job owners do every week, and what it looks like once it’s automated. Search, or filter by industry. If yours isn’t here, ask us anyway.
Table bookings
- Before
- Bookings are spread over a diary, Instagram DMs and whoever picked up the phone.
- After
- They all end up in one list. Guests get a reminder on the day and confirm or cancel with a tap.
Daily specials
- Before
- The special gets posted on Instagram when someone remembers, which is about twice a month.
- After
- You send a photo of the dish to a WhatsApp number. A post with a caption goes up by lunch.
Review replies
- Before
- Reviews on Google and Zomato go unanswered. The bad ones sit there for everyone to read.
- After
- Good reviews get a thank-you. Bad ones come to your phone first, so you can reply yourself.
Delivery app payouts
- Before
- Swiggy and Zomato payouts never quite add up, and nobody has time to find out why.
- After
- A weekly sheet compares orders with payouts and lists the gaps worth raising.
Booking after hours
- Before
- A patient can only book when someone’s at the desk to answer.
- After
- They can book on WhatsApp or your website at 11 at night. It goes straight into the doctor’s diary.
Appointment reminders
- Before
- Three no-shows on a Monday, and the slots could have gone to someone else.
- After
- Patients get a reminder the day before and can confirm, move or cancel in one reply.
Front-desk questions
- Before
- “What are your timings?” “How much is a consultation?” Every day, all day.
- After
- Those questions get answered on WhatsApp, with the right timings for each doctor.
Follow-up after a visit
- Before
- Once the patient leaves, nobody checks how they’re doing.
- After
- They get their care instructions and a check-in a few days later. Anything worrying goes to the doctor.
Check-up recalls
- Before
- Patients due for a check-up or a repeat test just never come back.
- After
- They get a message when it’s due, with a link to book.
Patient forms
- Before
- Forms are filled on paper in the waiting room and typed in later, if at all.
- After
- Patients fill them in on their phone before they arrive. The details land in your system.
Replies to portal leads
- Before
- A lead from 99acres or MagicBricks waits until someone’s back in the office.
- After
- They get a WhatsApp reply within a minute asking about budget, area and timing.
Matching listings
- Before
- Buyers get sent whatever’s new, whether it fits or not.
- After
- They only see properties in their budget, area and size, as soon as one comes in.
Site visits
- Before
- Fixing a visit takes ten messages, and half the time the buyer doesn’t show.
- After
- The buyer picks a slot, gets a map pin and a reminder. The agent gets the day’s schedule.
Buyers who aren’t ready yet
- Before
- “Maybe after Diwali.” And nobody calls them after Diwali.
- After
- They hear from you every few weeks with listings that fit, until they’re ready.
Updates for property owners
- Before
- Owners keep calling to ask whether anyone has seen their flat.
- After
- Each owner gets a short weekly message with enquiries and visits.
Product questions
- Before
- “Price?” comments under every post, and DMs that get answered the next day.
- After
- Customers get the price, sizes, photos and a buy link within seconds, on WhatsApp or Instagram.
Product descriptions
- Before
- Two hundred new products and the same copied description on all of them.
- After
- Each product gets its own title and description from your details, ready for you to check.
Abandoned carts
- Before
- People fill a cart and close the tab.
- After
- They get a reminder on WhatsApp or email a few hours later. You choose whether it includes an offer.
“Where is my order?”
- Before
- Half your support messages are people asking where their parcel is.
- After
- Customers can check their order themselves, and returns get logged without anyone typing them up.
Stock alerts
- Before
- The bestseller runs out on a Saturday. The slow stuff sits in the back for months.
- After
- You get a warning before something runs out, and a monthly list of what isn’t moving.
Repeat customers
- Before
- Someone buys once and you never hear from them again.
- After
- Past buyers hear about refills and new stock every few weeks.
Bookings from every channel
- Before
- A DM comes in mid-haircut. By the time you reply, they’ve booked somewhere else.
- After
- Clients see your free slots and book themselves, wherever they messaged from.
Fewer no-shows
- Before
- The 4 pm doesn’t turn up, and the stylist sits there for an hour.
- After
- Clients get a reminder, and you can ask for a deposit on long treatments. Cancelled slots go to a waiting list.
Rebooking reminders
- Before
- Clients mean to come back for their colour. Then it’s been three months.
- After
- They get a reminder when the colour, cut or treatment is due again.
Before-and-after posts
- Before
- The best work of the week never makes it to Instagram.
- After
- Send the photos to a number. A post with a caption is ready for you to approve.
Packages
- Before
- Sessions left on a package are written in a notebook at the counter.
- After
- Clients and staff can both see what’s used and what’s left. A renewal reminder goes out near the end.
Free trial follow-up
- Before
- Someone comes for a trial, has a good session and never hears from you again.
- After
- They get a message that evening, a check-in two days later and an offer to join.
Drop-off alerts
- Before
- You find out a member stopped coming when they don’t renew.
- After
- After two quiet weeks they get a friendly message, and the trainer gets a note to call.
Renewals
- Before
- Renewals are chased one by one on WhatsApp, and a few always slip through.
- After
- A reminder with a payment link goes out a week before each plan ends.
Class bookings
- Before
- The 7 am batch is packed and the 8 am is empty. Changes happen in a group chat.
- After
- Members book a spot. When someone cancels, the next person on the waitlist gets it.
Booking better calls
- Before
- Half the discovery calls are with people who were never going to buy.
- After
- A few short questions come before the calendar. People who aren’t a fit get a useful link instead.
People who said “maybe later”
- Before
- They were interested. Then nobody followed up.
- After
- They get something useful from you every few weeks, and a check-in when the timing looks right.
Session summaries
- Before
- Your notes stay in your notebook. The client forgets what they agreed to do.
- After
- After each session the client gets a short summary and their action points.
Proposals
- Before
- Writing a proposal takes the whole evening after the call.
- After
- A first draft is ready from your call notes. You edit it and send it.
One recording, several posts
- Before
- You gave a good talk. It was posted once and that was it.
- After
- It gets cut into short clips, a few posts and an email for your list.
First reply
- Before
- An enquiry from the website waits until the next morning.
- After
- The traveller gets a reply in a few minutes asking dates, group size and budget.
Quote drafts
- Before
- Every itinerary is built from scratch in Word.
- After
- A day-by-day plan and price are drafted from your own rates. You check it and send it.
Quote follow-up
- Before
- Quotes go out and nobody chases them.
- After
- A couple of polite follow-ups go out until they book or say no.
Tickets and vouchers
- Before
- Tickets, hotel vouchers and visa copies are scattered across email threads.
- After
- Everything is filed by trip and the traveller gets it all in one place.
Updates during the trip
- Before
- Travellers call you at 6 am to ask when the pickup is.
- After
- They get the pickup time, driver number and the day’s plan on WhatsApp each morning.
After they get home
- Before
- The trip ends and so does the conversation.
- After
- They’re asked for a review, and hear from you again before the next holiday season.
Chasing documents
- Before
- Every month, the same clients, the same “please send your statements”.
- After
- Reminders go out by themselves with an upload link, and stop once everything is in.
Reading invoices and receipts
- Before
- Staff type details from PDFs and phone photos into Tally.
- After
- The details are read and entered. Anything blurry or unusual is flagged for someone to check.
Bank matching
- Before
- Matching bank lines to invoices eats two days at the end of each month.
- After
- Most lines are matched for you. Staff only look at the ones that didn’t match.
Deadlines
- Before
- GST and filing dates for fifty clients live in one person’s head.
- After
- Every client’s dates are tracked, and reminders go to your staff and the client in good time.
Fees and workload
- Before
- You’re not sure which clients pay late or take up the most hours.
- After
- A monthly sheet shows unpaid fees, open work and where the time went.
Missed-call text-back
- Before
- You call back after the job. They’ve already booked someone else.
- After
- Within a minute they get a message asking what they need and where. You see it all when you’re free.
Quick quotes
- Before
- A customer waits three days for a price on a simple job.
- After
- Standard jobs get a price range from your rate card straight away. Anything unusual comes to you.
Scheduling
- Before
- The day is planned on paper and you cross the city twice.
- After
- Jobs go into free slots, grouped by area so there’s less driving.
“When are you coming?”
- Before
- Customers call while you’re driving to ask when you’ll arrive.
- After
- They get an on-the-way message, and a few photos when the job is done.
Invoices and payment
- Before
- Invoices go out a week late. Payments come in later still.
- After
- The invoice and a payment link go out when you close the job, with a reminder if it isn’t paid.
Google Maps
- Before
- People search “electrician near me” and find your competitors.
- After
- Your Google profile stays active, reviews get replies and each area you cover has its own page.
Nothing here matches that.
That doesn’t mean it can’t be done. Tell us what you have in mind.
Don’t see your business?
These are only examples. Tell us how your week goes and we’ll tell you what could be automated.