Business Automations
AI business automation recipes
For small business owners and operators. These recipes target genuinely repetitive work — intake, routing, summarising, reporting — and name the point where a human still has to look.
What you can get done
- Customer feedback grouped into recurring, countable themes
- Incoming leads scored against a rubric you can explain
- A weekly report written from your own spreadsheet data
Be careful with
Never paste customer names, contact details or contract terms into a consumer AI account. Strip identifying data first, and keep a person in the loop on anything a customer will read.
New to this? Start with Turn spreadsheet data into a plain-English weekly report, then work outwards from its related recipes.
6 recipes in Business Automations
Route customer feedback into consistent, useful themes
Classify incoming feedback into transparent categories your team can review and act on.
Recommended tool · Zapier + OpenAI
Analyse customer reviews and find recurring complaints
Turn a review set into evidence-backed themes, frequencies and improvement priorities.
Recommended tool · Claude
Turn an informal business process into a repeatable SOP
Document a recurring business task with owners, controls, exceptions and handoffs.
Recommended tool · Claude
Qualify incoming leads with a transparent scoring rubric
Apply explicit, reviewable criteria without hidden profiling or invented customer facts.
Recommended tool · ChatGPT
Turn spreadsheet data into a plain-English weekly report
Explain changes, exceptions and follow-up questions without inventing causes.
Recommended tool · ChatGPT
Create a sourced competitor comparison for a small business
Compare relevant offers, prices and positioning using current evidence and visible uncertainty.
Recommended tool · Perplexity