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Three automations that consistently free up time for small teams.

1) Inbox Triage

  • Auto-label, summarize, and route common requests (billing, support, sales).
  • Draft replies for repeat questions.

2) Meeting Notes → Tasks

  • Transcribe calls, summarize action items, and push tasks into your PM tool.

3) Reporting

  • Pull metrics weekly, generate a plain-English summary, and email it to the team.

Starter Playbook

  • Pick one workflow.
  • Document steps manually once.
  • Automate the low-risk parts first.

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Automate Customer Support · AI Trends 2025