2022 Ultimate Guide: How to Automate Your B2B Service Business

Harness Bots That Work 24/7 To Grow A Bigger, More Profitable Service Business.

B2B Service Business Automation: The Definitive Guide

Who This Guide Is For

Are you a:

  • Business owner
  • Business leader
  • Founder
  • Entrepreneur
  • CEO
  • COO
  • Chairperson
  • Board member
  • Or anyone interested in learning more about the benefits of automation

Then this guide was written specifically with you in mind. There is a lot you can gain and learn just from reading through to the end. 

So, if you’re wanting to:

  • Learn how to harness power of automation for businesses
  • Increase employee satisfaction
  • Increase sales 
  • Increase client satisfaction
  • Increased productivity
  • Increased profits
  • Increase business growth

Then this is the perfect guide for you.

Ready to get started?

BUT before we dive in, here’s how to get the most out of our Ultimate Automation Guide:

  • If you’re new to automation: Read our guide end-to-end. This is the best primer out there.
  • If you’re looking for specific info: Check out our table of contents and dive right into the right chapter
  • If you’re needing guidance on automation: Get in touch with the team here at Bailey. Not only are we automation experts, but we can also provide automation services for your business.
  • No matter why you’re here: Download our PDF version. That way you have the guide handy whenever you need it and so you can easily share it with your leadership team.

Now, let’s get to automating!




The Rise of Automation in the Business World

Imagine, for a second, that your team is falling behind on their work. They’re doing everything they can to stay on top of things, meet deadlines, start new projects, and exceed their goals. 

Inevitably, this leads to high levels of burn out, costly mistakes, high levels of stress, and loss of money. This leads to a domino effect that begins to negatively impact your business as a whole. But these tasks are required, so there’s no getting around them. As a business owner, it ends up falling on your shoulders to find a solution.

You don’t have to imagine this scenario, since you’ve already lived it. Every business has. With automation, you won’t have to anymore. The good news is with automation you can have more time, a more engaged team, and a much more profitable business.

Statistics on Automation

Automation is becoming more and more commonplace in the business world. And it makes perfect sense. Why wouldn’t you free up your team to tackle more strategic work if you could? To understand the impact of automation, all you have to do is check out the stats -- they speak for themselves. 

  • According to a McKinsey report, 45% of paid activities can be automated with today’s technology, which is equivalent to over $2 trillion in total annual wages.
  • A study by Unit 4 revealed that globally, office workers spend an astounding 69 days a year on administrative tasks, costing companies $5 trillion a year.
  • CEOs spend almost 20% of their time on work that could be automated, such as pulling operational data and compiling data for status reports. When this work is automated, more time can be spent strategizing with the data and focusing on the big picture.


  • When it comes to business processes, 60% of occupations could save 30% of their time with automation. Generating new sales leads, automatically approving paperwork, and processing data and documents are just a few of the time-saving tasks that can be automated.
  • Deloitte’s survey revealed that 53% of their survey participants have already started implementing automation, and that number is expected to increase to 72% in the next two years.
  • If the adoption of automation continues at its current pace, automation will have achieved “near-universal adoption” in the next five years.
  • 68% of businesses use automation in some way. (HubSpot, 2020)
  • The areas where automation continues to exceed expectations include: improved compliance (92%), improved quality / accuracy (90%), improved productivity (86%), cost reduction (59%).


  • Implementing automation in the office generates 30-200% ROI in the first year, primarily in labor savings
  • 90% of employees are being burdened with boring and repetitive tasks which could be easily automated


  • Between 2017 and 2019, companies using automation for mission-critical processes rose from 16% up to 50%
  • 68% of employees have suffered from work overload in which they have too much to do on a daily basis
  • By 2024, Gartner, Inc. predicts that these technologies will replace almost 69% of the manager’s workload.

Automation Trends in 2021:

As automation grows and evolves, exciting new trends emerge. Business automation has seen a huge surge in popularity over the past few years. As with any highly useful adopted technology, the strides it makes toward mainstream adoption continue to get bigger. Here are some of the most exciting automation trends to surface in 2021:

Automation to Expand Remote Work

The post-COVID world looks to be one that embraces remote work at an entirely different level. The pandemic forced many businesses to move operations to employee’s homes, and although difficult at times, the vast benefits began to shine through. With more companies wanting to make remote work a permanent facet of their operation, automation is here to help. Automation will have a big hand in making the remote movement more seamless. 

Automation Adoption Pace Takes Off at Rocket-Speed

According to Hubspot, 68% of businesses already use automation in some form.  The growth rate for adoption has exploded in the past few years, and in 2021 more companies than ever will have automated one or more of their processes.

Businesses Will Hit A Self-Imposed Ceiling

On the other side of the coin, some businesses won’t attempt to get on board with automation, and they’ll hit a ceiling in their growth allowing competitors to cash in. Automation, by nature, facilitates the growth of companies of any size, so incorporating it into your business is going to be the best way to keep up with growing demand and reach your businesses potential.

Hyper Automation Is On The Horizon

As more businesses just begin their automation journey, some of the world’s largest enterprises are already moving on to the next phase -- hyper automation. Hyper automation is an even more advanced type of automation, that involves robotic process automation, machine learning, and AI to automate processes requiring human intuition. Hyper automation really sets itself apart with the seamless manner in which automation, machine learning, and AI work in harmony with each other.

Automation Industry Will Become More And More Fragmented

In 2021, as adoption of automation becomes more mainstream, the market is likely to get muddled. More companies will take advantage of this boom and develop new automation software and platforms. In order for companies to connect all of this disparate software and get their automations to work well together, using automation implementation providers, like Bailey, will become a necessity.

Employee POV

Automation benefits every facet of your business, starting with your employees. In this fast-paced business environment, employees are asked to do more than ever. The scope of their responsibilities continues to expand, and they begin to get overwhelmed, leading to lower quality work and unhappy employees.

Today’s modern knowledge worker deals with the following challenges:

  • Constantly moving data around and multi-tasking
  • A heavy daily workload
  • Repetitive admin work that is required to start or finish the job
  • Numerous disparate systems and software platforms
  • Too little time to move the ball forward on strategic work
  • Low levels of work satisfaction
  • A desire to leave companies where they feel overworked

When employees are faced with these challenges, they tend to leave companies sooner, seeking new challenges or better opportunities. With automation, these struggles can be virtually eliminated freeing up your team to do value-added, strategic work that increases their impact, keeping them engaged and fulfilled.

Owner POV

Employees aren’t the only ones struggling to keep up. Business leaders have their own set of unique challenges. 

The following issues are struggles that many leaders face:

  • Retaining employees
  • Keeping their teams successful and happy
  • Meeting quarterly and yearly goals and targets
  • Stagnating profits and company growth
  • Winning the competition for attracting the best talent
  • Outpacing global competitors -- local competition is no longer your only issue
  • Highly educated customers -- customers have unlimited access to research and reviews
  • Customers Who Expect the World -- Companies like Amazon have made unobtainable pace of service and instant gratification a commonality

Sound familiar? These are issues where an easy solution seems out of reach. But automation is the too-good-to-be true answer to the plight of the modern business owner.

Is automation a magic cure-all? No. But it is one of the most powerful business technologies to arise in decades, and it can give you a significant edge while also solving some of your biggest obstacles.




Automation Fact vs. Fiction

In this chapter, we’ll bust some of the biggest myths about automation.

Automation isn’t something businesses should fear, rather, they should be embracing it.

Let’s talk about how automation benefits your company and why you shouldn’t be afraid to leverage it.

The Bots are Taking Over

Let’s get past one of the biggest myths about automation first. When you hear about business automation, the typical boogeyman of complete human replacement often rears its head. It’s easy to assume that just because a job can be automated, that people will be losing their jobs because of it.

First, it’s good to understand that automation isn’t all about bots. Sure, bots take some part in automation, but software automation is often about eliminating administrative work and taking extraneous work off people’s plates. 

For the most part, automation will enable and create better jobs, giving employees more time for value-added work, and preventing companies from having to take on more employees than they can sustain as they grow. Keep in mind, automation simply does what it's told. There’s no human ability to have inspiration for a project, come up with solutions, or replace a human brain. Automation only takes things off you and your team’s plate.

More Common Objections About Automation

Now that we know your employees won’t be replaced by a team of faceless bots, let’s go over some of the other common misconceptions business owners have when considering automation:

  • Our people are our biggest asset
    • We wholeheartedly agree. That’s why we don’t get rid of your people, rather, we help them to their best work. Automation isn’t a soulless solution, it’s a helping hand. With automation on your side, your team is more engaged and delivers a higher quality of work.
  • It takes too long to implement
    • Actually, with the rise of automation came the rise of automation service providers. With the help of an automation service provider, you’ll be able to get your automatable processes integrated quickly and without disrupting the normal flow of work.
  • It’s too expensive
    • Pretty much every business can afford some level of automation. Running your automations often just costs the monthly fee of the platforms you use and the one-time cost of a service provider if you need help with implementation. Best of all, the ROI on your investment is extremely quick. You’ll start seeing the benefits immediately. And automation pays dividends forever, you’ll always be able to reap the benefits of better processes. In truth, you’d be hard pressed to find many things that have a higher ROI.
  • It’s only for huge companies
    • While automation was once reserved for only the biggest corporations, the array of affordable software and platforms has made automation accessible for businesses of every size.
  • My team is opposed
    • This is a common objection that is sometimes hard to get over. If your team is apprehensive or outright opposed to automation, it might be hard to get them on board. However, starting small and showing them what automation can do is a guaranteed way to get everyone to get on board. No one likes the tedious, repetitive, necessary work in their jobs. Showing them that part can be eliminated is a surefire way to get them excited for the possibilities.

It’s more than understandable to be apprehensive about implementing automation in your business. However, once you see past all of the common misconceptions out there, the only thing left are the benefits. Automation only helps companies, in fact, of those who have already implemented automation in their businesses, 78% expect to “significantly increase” investment in the next three years. In short, automation is nothing to be afraid of.




Automation Jargon and Terminology

In this chapter, we’ll help you get in the know about automation. After reading this chapter, you’ll get answers to common questions, find out how the automation process starts for a business, and you’ll get a handy glossary of jargon and terms. 


When businesses are first getting familiar with the concept of automation, there are typically a whole host of questions. Let’s address some of those most common questions here:

Does automation work in every industry?

In short, yes. Of course, there are certain industries that have adopted automation sooner than others, such as the financial industry, manufacturing, healthcare, and more, but in truth, automation is useful for just about everyone. In general, automation works best when you have tasks that are:

  • Repetitive and required - Tasks that need to be done, are straightforward, and a burden on your workforce.
  • Time-Consuming - Tasks that take hours away from your employees and teams every day.
  • Don’t Need a Human Element - Tasks should be repeatable and that don’t require frequent human input.

If you have tasks like this, and most businesses do, automation can work for you.

What are the biggest hurdles?

What about the obstacles to implementation? Fortunately, the obstacles are few and far between, but that doesn’t mean they’re non-existent. Here are the most common issues companies face:

  • Proper implementation - In order for automation to perform optimally, it needs to be applied to the right processes and implemented correctly. Service providers, like Bailey, can help guide you through this obstacle though.
  • Employee Concerns - The other common hurdle companies sometimes face is when employees are resistant to change. This obstacle is usually relatively easy to overcome, as employees quickly see how much automation can benefit their daily lives in the company.

Is automation scalable?

Yes, and that’s one of the best things about automation. When properly implemented, automation can be easily scaled to meet your new levels of demand. By implementing more bots, you can scale your automation as you scale your company.

Where do I start?

The first step to any automation journey is determining your opportunities and level of need. In order to make the most of automation and get it right the first time, it’s best to turn to an automation service provider like Bailey.

The Steps of Automation

So, if you decide to undergo an automation implementation for your business, you might be wondering what that might look like. Here are the typical steps of implementing automation in a business:

  • Opportunity Identification and Assessment
    • The first step for any business will be a full opportunity assessment. This is where we get a high-level view of all the different departments, processes, and workflows in your business. We find the processes that are most suitable for automation and which are the highest priority, or the biggest high-volume wins. We find what work is taking away the most time from your employees and find what are their biggest process pain points.
  • Strategy and Solution Design
    • In this step, a full automation strategy is laid out. We look at the architecture of processes and use process mapping to optimize and eliminate waste. We determine the best automation tools and software to meet your business's needs, lays out the processes that will be automated, and gives you an idea of what your business will look like post-implementation.
  • Development, Testing, and Implementation
    • Once a strategy is agreed upon, automations are developed, tested in a test environment, tested with your business to ensure it’s performing as intended, and then the automations are implemented in your business.
  • Optimizations and Support
    • After implementation, continuous support and optimizations for your automations are offered.

Automation Terminology

Automation: Automation is the tactic of designing a system or process to operate without the need for human intervention. Automations run according to a set of rules. Automations operate as they are programmed to, without deviation.

Workflow: Describes the way a process is sequenced, from beginning to end.

RPA: RPA, or robotic process automation, is the term used to describe the automation of repetitive, but necessary, tasks that would normally need to be done by humans. Can be used for both front-end and back-end tasks.

AI: AI, or artificial intelligence, is often used with advanced automations, but they are not the same thing. Artificial intelligence is designed to mimic human intelligence and it looks for new ways to operate, since it’s not as constrained by set rules like most automations.

Machine Learning: A facet of artificial intelligence. Machine learning is where algorithms (sets of rules that a computer will follow) improve themselves through experience and data feedback.

Business Process Automation: The term used to describe the digital transformation of a business. The automation of complex business processes to streamline how a business functions.

Attended Bot: Analogous to a virtual assistant. An attended bot follows its programming when a user triggers or interacts with it.

Unattended Bot: A bot that works without human intervention. Follows a rule-set to execute full processes. Operate on schedule or when triggered by logic in a process.

Trigger: The event that tells your automation to run. When you implement an automation, it will watch for a trigger to happen, the trigger then enables a set of actions.

Action: The result of a trigger being set off. When a trigger -- for instance, a lead filling out a form -- is detected, a corresponding action -- for instance, the lead information being added to a lead spreadsheet -- is performed by the automation. 

As you can see, automations can be complicated to integrate without the proper guidance, but the foundational concept and benefits are quite easy to understand.




Automation Fundamentals

In the previous chapter, we gave you a primer on the terminology and general questions people have about automation. In the chapter, we’ll delve a little deeper into the fundamentals and explain why it has become so important to so many industries.

What is Automation and How Does it Work?

Automation, in the simplest terms, is the use of a set of repeatable rules and instructions to configure a bot to emulate the actions of a human, so human intervention for a process or workflow becomes unnecessary. Automations can be as simple or as complex as you need them to be. Advanced automations can even incorporate AI, machine learning, and other technologies to do what you need them to do.

Once you automate a process, you, your employees, or your teams will no longer need to do anything to ensure that process is completed. It takes the automated work off everyone’s plate, enabling them to place their focus elsewhere. The best part? Your bots run 24/7 365.

Why Companies Use Automation and Its Biggest Benefits

Businesses get an incredible ROI from implementing automation. There are numerous benefits, but the most common benefits you can expect include:

  • Increased Employee Productivity - Employees will have much more time for value-added, strategic work when they’re not spending it on menial tasks.
  • Happier Employees - Employees will enjoy their jobs more when they don’t have to give up hours to repetitive work. They get to do the work they love, leading to less employee turnover and thus less recruiting, training, and onboarding costs for you.
  • Increased Sales - Repetitive sales processes being automated lets your sales team focus on the actual selling. You’ll feel like you doubled your sales team without increasing your headcount.
  • Better Client Satisfaction - With more time to focus on strategy and client service, your team will be able to provide your clients with the utmost service and dedication. 
  • Increased Profits - The combination of all the above benefits inevitably leads to more profits, lower churn, and an overall more efficient and effective business. 
  • Increased Growth - It stands to reason, if your profits are going up and your teams have the time to do the most value-added work possible, your company will grow.

Robot vs. Bot

You may have noticed that we throw the word “bot” around a lot in place of the word robot. That’s because these two terms aren’t interchangeable. Bots and robots are both useful for automating processes, but in two very different ways. Robots are physical machines that perform physical functions. Think drones are the robots who are on factory assembly lines. Bots are meant to interact with software. Bots are what run your software process automations, not robots.

The fundamentals we’ve covered are just the beginning of the things you can learn about the wide world of automation. As the demand for automation grows, so will new technologies to supplement it, new platforms, and new best practices. But with a solid grasp of the fundamentals, you’ll always have a place to start from when relating automation to your business.




What You Can’t Automate… Yet

In this chapter, we’re going to discuss the limitations of automations. It’s important to remember that automations aren’t meant to replace an entire workforce. They’re meant to allow a company to maximize its potential. On that note, let’s talk about what you can’t automate...at least not yet.

Skills that Can’t, and Might Never Be, Automated

Automation is capable of changing a lot of things, but it’s not meant to take over everything. These skills are better left to your team:

Creativity - There is no replacement for human creativity. Coming up with unique new ideas and creative pathways is something that bots just aren’t capable of doing. 

Strategy - Your team has to think critically, analyze ways to move forward, come up with the best way to complete a project, and strategize. The number of variables, thinking, and flexibility needed to come up with working strategies is something bots just aren’t capable of doing.

Client Relationships - Sure, you can automate a lot of client service functions. Things like lead forms, lead outreach, lead follow up, proposals, check-ins, contract creation, client onboarding, accounts receivable, and tons of other functions that involve clients can be automated. You can even field some common questions from prospects with a chatbot. But the actual relationship with a client needs a human face and voice. Your sales team is the one that keeps these relationships working. 

Leadership - Obviously no one is going to take orders from a bot at least not anytime soon. :) A leader needs to be able to motivate, inspire, and connect with their team. A bot can’t do any of these things.

Making Decisions - A bot simply takes the script it’s given and runs through it. The decisions that a bot makes are made for it with the inputs it's giving. When it comes to making important decisions for anything related to your business, a bot won’t be a factor.

Being Adaptable - Bots work best when there isn’t much variation to the work they’re doing. In short, they’re not going to be able to adapt and be flexible the way a human can when new situations arise. Of course, bots can scale, but not if you’re constantly changing processes, as this requires programming a new automation.

Now, just because these skills can’t be automated, it doesn’t mean that automation is left completely out of the equation. Many of these skills are greatly enhanced and facilitated when automation is involved. With automations taking care of the tasks that don’t require any of these skills, you and your employees can focus on using and honing these non-automatable skills without distraction.

An Automatable Checklist

It’s worth keeping in mind that there are some general requirements for a task to be automatable. When you know these general rules, it’s easier to realize the potential of automation:

  • No human intuition - an automatable task doesn’t require human thinking or decision making
  • Rules-based - An automatable process is governed by a ruleset
  • Manual - Automation can take the place of software-based work that is normally done manually
  • Digital - Bots are meant to automate digital tasks and processes. A robot is what automates physical processes. 
  • Low amount of variation - An automatable process is relatively stable and the amount of variation for the process is low.

Automations are an amazing asset to a business, but they’re not the solution to everything. The main goal of implementing automation is to grow a bigger, more profitable service business. Not everything needs to be, nor should it be, automated. A business works best when they find the right balance of automatable and human work.




What You Must Automate Today!

In this chapter, we’ll go over a variety of examples of workflows that you can, and should, automate right away. We’ve made it easy for you to click through and find automations based on different departments in your business. Simply find the department and take a look at the operations that we can automate in that department to make the biggest impact.

Start Reaping the Benefits of Automation

Do the above automations seem like something that could save your team tons of time and resources? As you can tell, just about any team can benefit from the vast array of automations out there. Not only do these automations make life easier, they lead to increased profits and a growing business. Are you ready to start reaping the benefits of automation with Bailey?


1. Automate Outbound Contact Information Gathering (Name, Email, Etc.)

2. Automate Outbound Prospecting

3. Automate Inbound Lead Capture

4. Automate Channeling All Lead Sources Into CRM

5. Automate Inbound Lead Acknowledgement 

6. Automate Inbound Lead Data Enhancement / Enrichment

7. Automate Inbound Lead Scoring

8. Automate Inbound Lead Routing

9. Automate Inbound Lead Notification Via Slack Or Microsoft Teams

10. Automate Scheduling Of Sales Task In CRM

11. Automate Inbound Lead Report Update

12. Automate Inbound Lead Report Distribution 

13. Automate Identifying Content To Share Via Social Media

14. Automate Sharing Content Via Social Media 

15. Automate Post Webinar Follow Up 

16. Automate The Rekindling Of Cold Leads

17. Automate The Rekindling Of Past Customers


18. Automate Fast Inbound Lead Outreach

19. Automate Inbound Lead Follow Up / Nurturing 

20. Automate Scheduling Of Sales Task In CRM

21. Automate Discovery Call Scheduling

22. Automate Calendar Invite Creation 

23. Automate Calendar Invite Sending

24. Automate Kick Off Meeting Reminders To Reduce No Shows

25. Automate Customized About / Capabilities Deck Creation (Base)

26. Automate Customized RFP / Proposal Creation (Base)

27. Automate RFP / Proposal Distribution

28. Automate RFP / Proposal Follow Up (Email, Text, Voicemail)

29. Automate Check In With Prospects On The Fence To Stay Top Of Mind & Surface New Opportunities 

30. Automate Check In With Prospect Currently Under Contract With Competitor

31. Automate Referral Requests To Expand Network & Generate Pipeline

32. Automate Repeat Customer Campaign 

33. Automate LinkedIn Connection Requests With Prospects 

34. Automate Following Prospects On Twitter

35. Automate The Creation & Sending Of Handwritten Thank You Note To Customers

Admin / Finance / Legal

36. Automate Contract Creation, Customization, & Distribution 

37. Automate Storage Of Contract In CRM

38. Automate Invoice Creation, Customization, & Distribution

39. Automate Invoice Follow Up (AR)

40. Automate Invoice Storage In CRM

41. Automate AR Report Updates

42. Automate Sales Report Updates 

43. Automate Sales Notification To Team 

44. Automate The Distribution Of Industry / Client Required Documents

45. Automate The Creation Of A Searchable Legal Advice Database

46. Automate Expense Report Reminders 

47. Automate Notification Of Client Payment

48. Automate The Routing Of Support@, Help@, & Contact@ Emails 

49. Automate The Backup Of Crucial Documents &  Plans To The Cloud


50. Automate Seamless Sales -> Operations Hand Off

51. Automate New Customer Onboarding 

52. Automate Assignment Of New Account Ownership

53. Automate Assignment Of Project Execution

54. Automate Project Plans, Checklists, & Tasks Creation (Base)

55. Automate Client Portal Account Creation & Distribution 

56. Automate Assignment Of Project Plans, Checklists & Tasks

57. Automate Kick-Off Meeting Scheduling

58. Automate Calendar Invite Creation 

59. Automate Calendar Invite Sending

60. Automate Kick Off Meeting Reminders To Reduce No Shows

61. Automate Customized Kick Off Presentation Creation (Base) 

62. Automate Customized Strategy Plan Creation (Base)

63. Automate Customized Creative Brief Creation (Base)

64. Automate Internal Project Status Updates

65. Automate Project Status Updates To Clients

66. Automate Status Updates In CRM Based On Progress

67. Automate Notifications & Reminders To Team Leaders To Review Work At Various Intervals

68. Automate Account Milestone Check Ins

69. Automate Status Update Call Scheduling

70. Automate Calendar Invite Creation 

71. Automate Calendar Invite Sending

72. Automate Status Update Meeting Reminders To Reduce No Shows  

73. Automate Client Deliverable Delivery 

74. Automate Client Follow Up To Secure Revision Request

75. Automate Client Report Creation 

76. Automate Client Report Distribution 

77. Automate Account Renewal Reminders

78. Automate Important Milestone Emails

79. Automate Holiday Communications 

80. Automate Daily Standup Meeting 

81. Automate The Administration Of Customer Surveys 

82. Automate The Creation Of A Referenceable Client Database

83. Automate The Creation Of A Testimonial Database 

84. Automate Clutch & Google Review Requests

85. Automate Case Study Requests

86. Automate The Addition Of VIP Customers To Your VIP List

87. Automate The Sharing Of Positive Customer Feedback With The Team

88. Automate The Routing Of Negative Customer Feedback To The Appropriate Party

HR / Culture Examples

89. Automate Sending Welcome Video To New Employees On Their First Day

90. Automate Sending Required HR Documents To New Employees

91. Automate Following Up With Employees RE: HR Documents Until Signed & Submitted

92. Automate Welcoming New Team Members In Front Of Team

93. Automate Birthday Shoutouts

94. Automate Work Anniversary Shoutouts

95. Automate The Capture Of Preferences Of Each Team Member 

96. Automate Happy Friday / Enjoy Your Weekend Messages

97. Automate Monday Weekend Check In Messages

98. Automate Employee Engagement Data Capture 

99. Automate Anonymous Employee Feedback Capture 

100. Automate Sales Leaderboard Shoutouts 

101. Automate Reminding People To Stay Compliant With Their Training / Certifications

102. Automate Company Wide Holiday Reminders

103. Automate Reminders To Managers To Submit Quarterly & Yearly Planning By Due Date

104. Automate Raise / Promotion Request Process

105. Automate Access Request To Each Piece Of Saas Software Stack 




Automation Platforms

In this chapter, we’ll go over some of the leading automation platforms that businesses use today, and why businesses choose them. The automation platforms we outline here are the best of the best, and are proven to help businesses reach the next level and achieve a huge ROI.

Top Automation Platforms

The top automation platforms that most businesses use can be divided into two distinct categories: API-integration platforms and RPA platforms. 

API-Integration Platforms

API-integration platforms allow companies to facilitate interactions between the different web-based applications. With an API-integration platform, APIs can talk to each other and pull data from one another, making processes involving multiple APIs seamless. Here are the top API Platforms:

Zapier - Zapier is one of the most powerful and popular API-based automation platforms available today. Zapier is able to automatically move information between web apps, freeing up time for your team. Zapier workflows can be simple or complex, and it doesn’t require coding.

Tray.io - Tray.io is also an automation and API integration platform, however, it is best used for quickly-growing enterprises and large businesses, where the other two platforms are best for businesses of any size. Tray.io allows you to bind applications and create custom workflows that work best for your business.

Integromat - Integromat is another widely-used API-based automation platform. Similar to Zapier, it allows connections between APIs and automated workflows. A unique feature of Integromat is error handling, where commands can execute in the event of an unexpected error. Integromat is a bit more complex than Zapier, and can handle more complex workflows.

Robotic Process Automation Platforms

Robotic process automation platforms are different from AI-integration platforms in a few ways. In general, though, full-featured RPA platforms tend to be more robust than API-integration platforms. What we mean by this, is that RPA platforms can act as a solution when APIs aren’t available. If you don’t connect to outside APIs for security reasons or if you use enterprise, in-house, or legacy apps, an RPA platform will be ideal.

RPA platforms are also the best solution when you need unattended bots. Unattended bots run on a schedule, or by a logic in your workflow. They require no human input to operate. Attended bots, on the other hand, are activated when employees input the trigger or request themselves. As you can see, RPA platforms can be incredibly useful, depending on your business workflows. Here are the top RPA platforms out there:

UiPath - UiPath is one of the most well-known RPA tools on the market. UiPath is a web-based orchestrator that is able to run both back-end and front-end bots. UiPath is a trusted solution for automating required and repetitive work.

Automation Anywhere - Automation Anywhere is a cloud-native and web-based RPA platform that is designed for scalability. It’s an amazing and secure platform for attended, unattended, and intelligent automations. 

Custom APIs

Custom APIs are another highly useful solution when the above options don’t fit your business. If you need to develop a custom API integration to allow your apps to share data, you’ll need to make sure to integrate them with your new automated processes. This is often easier said than done, so consulting an automation service provider like Bailey is going to make this as easy as possible.

Choosing Your Automation Platform

With all the options out there, it can be difficult to determine which one is best for your company. In the end, it comes down to your workflow and the applications you use. Your biggest decision will be whether or not you need an API-based platform, an RPA platform, a custom API integration, or even a combination of these technologies. In general, if you need unattended bots or some combination of AI and machine learning, an RPA platform will be what you’ll need to go with. If you need attended bots that your employees can use to help with daily tasks, API-integration platforms are ideal. If those platforms don’t meet your needs, you may need custom APIs to securely share your data between apps.  But even with those considerations in mind, which of the platforms is going to work best in your business?

That’s where an automation service provider like Bailey can help. After analyzing your business and assessing your need, we’ll be able to determine the best platform to implement to solve your most pressing automation issues.




Where to Begin?

By this chapter, you should have a pretty good grasp on automation, what it can and can’t do, and how it can benefit your business. After seeing how big of an advantage automation can be, you’re probably wondering, well where do I start? In this chapter, we’ll tell you.

Let’s Recap

Before showing you how to start automating, let’s recap all of the benefits automation will bring you:

  • Increased Employee Satisfaction
  • Increase Sales
  • Increased Client Satisfaction
  • Increased Productivity
  • Increased Profits
  • Increased Growth

Sound good? Let’s talk about how to get you there.

Starting the Automation Process

One of the most crucial things to keep in mind when starting the automation process is realizing that it will require a culture change for your business. To make this as seamless as possible, make sure you do the following:

Present Your Team with the Vision - It’s important that you get across your vision to your employees. Communicate to them your vision and push the benefits early and often. This is where you want your team to start getting excited and want to be involved in the process. One of the best things you can do at this point is to roll out a quick win. A bot that can eliminate an especially time-consuming process and get everyone invested in the move to automation.

Get Your Team to Fully Buy-In - Once the benefits are communicated and they’ve seen automation in action, your team will likely be ready to buy in and commit. Capitalize on this by going over strategy with them and identifying the manual processes that need to be automated.

Implement - Once your strategy is fully formed and all opportunities are identified, you’re ready to implement your automations.

Changing the Culture - At this point, your automations are making your business a better place to work and your employees are on the lookout for future optimizations and improvements.

Common Mistakes Businesses Make

Of course, implementing automation doesn’t always go as planned. Many businesses make some common, preventable mistakes along the way. Here are some of the most common mistakes you’ll want to avoid:

Lack of Communication

Lack of communication is one of the most common ways to prevent automation from having its intended impact. You need to be transparent with your team about automation from the get-go and keep the lines of communication open via weekly updates and lunch & learns. If there are kinks to iron out, or concerns to address, your team needs the outlets to express them.

Lack of Preparation

Your automation strategy needs to clear, concise, and have a well-planned rollout. Trying to make your automations too complicated or complex can do more harm than good, or if you put too many new processes on a team they might get overwhelmed. Remember, automation can’t solve everything, and trying to do too much could overcomplicate things, rather than make them easier.

Not Accounting for Scalability

Automation is one of the most powerful tools for bolstering business growth. The problem is, many businesses don’t plan for this rapid growth when they implement their automation solutions. Automations should always be built with growth in mind, since the two usually go hand-in-hand. If you build scalable automations from the beginning, the amount of effort and labor you need to put in to maintain these systems is greatly reduced. If you don’t build your automations for scalability, you can expect major bottlenecks, and your team will have to scramble to keep up with the increased workload that your automations are unable to handle. By planning your automations for growth, you can avoid major headaches in the future, and reap the benefits of your growing business instead.

Want to and Avoid These Mistakes?

If you’re wanting to start your automation journey off on the right foot and ensure the longevity of your automation strategy, the best thing you can do is partner with an expert. An automation service provider will be able to take care of these complications for you and make sure everything is implemented seamlessly.




How Bailey Can Help

This chapter is simple. You’ve seen all the possibilities that automation can bring your business. But maybe your head is spinning from all those possibilities and implications. That’s more than understandable. The bottom line is, you’re ready to automate. Well, Bailey is ready to help. Want to learn how?

Who is Bailey?

As automation revolutionizes the business world, companies need help to make sure they’re not getting left behind. As a full-service automation agency, that’s where Bailey steps in. Our mission is to give your business the power of automation and all the benefits that come with it. We’re dedicated to constantly pushing the needle forward in the automation field. In addition, Bailey brings our proven methodology, experience in a diverse array of industries, and our incredible team of experts to the table. We're ready to help your business fully embrace automation, along with all the benefits that come with it.

What Does Bailey Offer?

Here at Bailey, we offer a variety of strategic automation services. Whether you’re needing to implement Zapier, UiPath, custom automations, custom APIs, or anything else you can imagine, we can make it happen. We’ll assess your business, develop a full-fledged development and implementation strategy, and implement it for you. We don’t stop there though; we offer continuous support so you get the most out of your automations and you have someone to rely on when you have questions. 

How Do We Make an Impact?

At Bailey, we aim to make the biggest impact possible through our automation services. We analyze every facet of your business, determining where automation is needed most and where it can make the biggest difference. All of the benefits we’ve outlined in this guide, such as increased job satisfaction, profits, growth, and much more, are all results that we can provide your business.

DIY vs Working with the Experts

It’s common for businesses to get a grasp on the concept of automation and wonder if DIY is the way to go instead. In truth, going the DIY route can often end up costing you more time and resources. When you work with our experts you get:

  • Speed - We know what to do. We can determine the best automations for your business and efficiently implement them, minimizing disruptions to your normal flow of work.
  • Accuracy - We do it right the first time. When you utilize our services, you can rest assured that your automations will work the way they’re supposed to, where they’re needed most.
  • ROI - If you want the biggest return on investment possible, hiring an automation agency is the way to go. We won’t waste your time implementing solutions that don’t make an impact. Our automations will add the most value possible.
  • Impact - If you truly want to see automation make a meaningful impact on your business, then trust us to take care of it. Our experience in a variety of industries allows us to determine the biggest wins, making the biggest impact on your business possible.
  • Smooth - Our automations work and they work well. Connecting all of your platforms and APIs can be messy without the proper expertise. Our automations are built to seamlessly make your business better and scale with your growth.

At this point, the choice to automate is becoming much less of a choice. Automation is quickly becoming a standard across industries, and the results speak for themselves. Automation is truly a rising tide to lift all boats. If you want to prepare your company for the future, then automating in the present is the answer. Ready to maximize the potential of your business?

Harness the Power of Automation with Bailey Today




Bonus Resources

Here at Bailey, we aim to be comprehensive with our guidance. In this chapter, you’ll find links to everything Bailey has to offer in the way of automation.

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Automating Your B2B Service Business with Bailey

If you run a B2B service business, you understand how quickly individual tasks can pile up. Automating your business not only dramatically reduces time wasted on repetitive or tedious activities, but it prepares you for a more flexible and profitable future. At Bailey, we specialize in creating more efficient businesses with happier employees, and we'd love to hear from you.

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"If you want your business to retain employees, meet yearly goals, outpace the competition, and impress your customers, then we have something in common. We can't wait to connect with you and discuss the benefits of automation."

William Griggs founder and CEO of Bailey
William Griggs
Founder and CEO of Bailey
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