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Automation and AI guides for SMBs
Practical guides on automation, AI agents and digital employees. Written by the team that builds them, no hype.
Digital employee
Digital employee, chatbot, RPA and AI agent: how they differ
The five terms are used as if they were synonyms, and they aren't. Choosing wrong means paying for a technology that doesn't solve your problem. This guide explains what each one does and how to decide which you need.
Automation
Process automation in an SMB: where to start
Most automation projects that fail do so before a single line of code is written: they start with the tool instead of the process. These are the steps to do it the other way round.
Automation
Which processes to automate first and how to calculate the return
With a list of repetitive tasks in front of you, the temptation is to start with the most visible one. The profitable move is to start with the one that saves the most for the least effort. Here's how to work it out.
Sales
How to automate lead handling on WhatsApp and email
The prospect writing to your company is also writing to your competitors. Replying within minutes, at any time and with real information is the most direct way to convert more leads. Here's how to build a system that does it.
Legal
AI in law firms: what can be automated today and what can't
Artificial intelligence can already take a good share of a law firm's administrative and preparatory work. What it can't do is replace the lawyer's judgement. The line between the two decides whether a project succeeds.
Compliance
AI agents in business: risks, human oversight, GDPR and the AI Act
An AI agent that can act in your systems is very useful and, without controls, risky. These are the risks we see in practice, the controls that neutralise them and what the GDPR and the EU Artificial Intelligence Act say.
Accounting
Automating an accounting firm: invoices, requests and client documents
In an accounting firm, the work that eats the most hours isn't advising: it's getting the paperwork, sorting it and recording it on time. These are the processes that can be automated and how to do it without losing control.
Tools
n8n vs Make vs Zapier: which one to automate your business
All three tools connect apps and automate processes, but they charge differently, are hosted in different places and fit different projects. This is the comparison we make before choosing.
Which task would you like off your plate?
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