137 Business Process Automation Examples + Limitless Ideas [2025]

Free up time for life outside of work and doing more strategic, less boring work

Business process automation (BPA) is more than just a way to speed up tasks—it’s a powerful tool to help you focus on the work that truly matters. By automating repetitive, time-consuming tasks, you can free up your team to engage in more strategic and creative efforts. Here are 137 business process automation examples to improve your productivity in any role.

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Key Insights

• Business process automation (BPA) is when companies use technology to make their work easier. 
• Routine tasks are boring and frustrating for people, especially when companies haven’t spent energy on optimizing the employee experience for productivity. Automating the mundane helps them save time and reduce mistakes.
• One of the hardest parts of automation is often figuring out what to automate. You might streamline a few things but miss the biggest productivity or cash flow improvements. 
• WorkDone’s powerful AI understands your entire business and recommends high-ROI automation opportunities. Instead of guessing which tasks to automate, start with a custom ROI estimate.

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Finance and Accounting Automation

Tired of balancing spreadsheets? These automations can help:

1. Automate invoice generation and delivery.
2. Schedule automatic payments for recurring bills.
3. Reconcile bank statements with accounting software.
4. Generate real-time financial reports.
5. Automate tax filing processes.
6. Set up automated expense approval workflows.
7. Send payment reminders automatically.
8. Automatically categorize transactions in accounting systems.
9. Automate payroll processing.
10. Track budgets with automated alerts.
11. Auto-generate profit and loss statements.
12. Automate vendor payment processes.
13. Use RPA to handle invoice matching.
14. Automate journal entries for financial records.
15. Schedule recurring financial compliance checks.
16. Automatically reconcile credit card transactions.
17. Implement AI for fraud detection and prevention.
18. WorkDone’s AI can pinpoint the most time-consuming finance tasks and suggest which ones to automate for maximum ROI.

Human Resources Automation

Stop drowning in paperwork and focus on people:

19. Automate onboarding workflows for new hires.
20. Schedule interviews automatically.
21. Use chatbots to screen initial job applications.
22. Automate employee time-off requests and approvals.
23. Automatically calculate employee benefits.
24. Schedule employee performance reviews automatically.
25. Send reminders for mandatory training sessions.
26. Automate payroll tax filing and reporting.
27. Track employee certifications and renewals.
28. Schedule and track performance goals automatically.
29. Automatically generate offer letters for new hires.
30. Manage employee documentation with automated filing.
31. Set up recurring diversity and inclusion reports.
32. Automate compliance tracking for labor laws.
33. Manage and schedule employee shifts automatically.
34. Automatically track hours worked for payroll.
35. Automate employee feedback surveys.
36. Send automated welcome packages for new hires.
37. WorkDone identifies which HR processes—such as time-off requests or benefits calculations—are the best candidates for automation to save you time. 

Sales and Marketing Automation

Focus on closing deals, not chasing leads:

38. Automatically score leads based on behavior.
39. Use AI to recommend personalized marketing content.
40. Automate follow-up emails after lead interaction.
41. Send personalized offers automatically.
42. Automate lead generation with form submissions.
43. Automatically update CRM records with new lead info.
44. Trigger lead nurturing workflows based on activity.
45. Automate social media posting schedules.
46. Set up automated customer feedback requests.
47. Send abandoned cart emails automatically.
48. Automate the creation of sales proposals.
49. Automatically track lead response times.
50. Create dynamic, personalized landing pages.
51. Schedule recurring reports for sales team performance.
52. Automate contract approval workflows.
53. Use chatbots to engage website visitors automatically.
54. Automate pipeline updates in your CRM.
55. Send post-purchase follow-up emails automatically.
56. Use AI to predict the best upsell opportunities.
57. Automate referral requests from satisfied customers.
58. With WorkDone, you’ll discover new opportunities to optimize your lead generation and sales pipeline processes. The AI uncovers hidden automation potential in your existing CRM.

Customer Service Automation

Handle issues quickly while keeping your team focused on solutions:

59. Automate customer inquiry routing to the right teams.
60. Send automated responses to common customer questions.
61. Use chatbots for 24/7 customer support.
62. Automate ticket creation and assignment in your CRM.
63. Set up automatic customer feedback loops post-resolution.
64. Trigger surveys after a support call is closed.
65. Use AI to prioritize customer service tickets.
66. Automate knowledge base updates based on ticket history.
67. Automatically notify customers when an issue is resolved.
68. Automate returns and refund processes.
69. Send personalized customer retention emails.
70. Automatically escalate unresolved issues to management.
71. Use RPA to automate troubleshooting steps.
72. Send automatic notifications when service levels are breached.
73. Schedule regular customer satisfaction surveys.
74. Automatically resolve common technical issues with pre-defined solutions.
75. Automate the processing of support tickets via email.
76. Use AI to recommend product tutorials for customers.
77. Automatically create customer case studies based on resolved issues.
78. WorkDone’s AI identifies the most common customer service bottlenecks and recommends automations that can dramatically reduce response times.

Supply Chain and Inventory Automation

Say goodbye to stockouts and shipping errors:

79. Automate inventory reordering when levels are low.
80. Schedule automatic purchase order generation.
81. Automatically update stock levels in real-time.
82. Automate supplier communications for order tracking.
83. Use AI to predict demand and adjust inventory.
84. Automate shipment tracking notifications to customers.
85. Automatically generate packing lists and shipping labels.
86. Set up automated quality checks for received goods.
87. Use RPA to track supplier performance metrics.
88. Automate inventory audits for accuracy.
89. Automate warehouse management with robotics.
90. Automatically assign tasks for warehouse staff.
91. Automate transportation scheduling for deliveries.
92. Automatically send shipping confirmation emails.
93. Set up predictive maintenance alerts for equipment.
94. Automate supply chain performance reporting.
95. Automatically flag supplier risks based on data trends.
96. Use AI to optimize delivery routes.
97. Automate inventory reporting to finance teams.
98. Automatically adjust pricing based on supply and demand.
99. WorkDone’s AI pinpoints inefficiencies in your supply chain and provides tailored automation strategies to optimize inventory management and supplier communications.

Getting ready for your automation journey?

Be sure you have the basics right first with our Ops Automation Guide.

IT and Security Automation

Keep your systems running smoothly and securely:

100. Automate software updates and patches.
101. Schedule daily data backups automatically.
102. Use AI to monitor for security threats in real time.
103. Automatically update user permissions based on roles.
104. Automate the onboarding of new software applications.
105. Trigger alerts for unauthorized network access.
106. Automatically track software licenses and renewals.
107. Automate password reset requests.
108. Use RPA to manage server configurations.
109. Set up automated alerts for data breaches.
110. Automate compliance checks for GDPR, HIPAA, and other regulations.
111. Schedule network performance reports.
112. Automatically scan for malware and security threats.
113. Automate user account deactivation for offboarding.
114. Use AI to detect anomalies in network traffic.
115. Automatically encrypt sensitive data.
116. Automate incident response processes.
117. Schedule recurring system health checks.
118. Automatically monitor cloud resource usage.
119. Trigger alerts for exceeding storage capacity limits.
120. WorkDone helps IT teams discover automation opportunities for saving hours of manual work.

Operations and General Business Automation

Free your team to innovate by automating the mundane:

121. Automate contract approval processes.
122. Schedule meetings and appointments automatically.
123. Set up recurring performance tracking reports.
124. Automatically manage email inbox sorting and filtering.
125. Automate document approval workflows.
126. Use RPA to process legal document reviews.
127. Automate compliance reporting for regulatory bodies.
128. Automatically generate internal newsletters.
129. Automate travel booking approvals.
130. Automatically sync team calendars.
131. Automate data entry into business management systems.
132. Schedule recurring status updates for stakeholders.
133. Use AI to predict staffing needs based on project schedules.
134. Automate approval workflows for new projects.
135. Use AI to recommend process improvements.
136. Automate internal feedback loops and employee surveys.
137. WorkDone provides limitless ideas to optimize routine operational tasks, from document workflows to approval chains, ensuring your team is always working efficiently.

It’s time for companies to work smarter, not harder. By automating these tasks, businesses can not only improve efficiency but also give employees the time and freedom to focus on higher-level, strategic initiatives. 

WorkDone’s AI uncovers automation opportunities unique to your business, giving you a competitive edge and freeing up time for innovation. Automation isn’t about replacing jobs; it’s about empowering your team to do more meaningful work while cutting out the frustrating, repetitive tasks that slow productivity down.

Frequently Asked Questions

Is automation only for big companies?

No, automation can benefit businesses of all sizes. With WorkDone, even small businesses can easily implement tailored automation solutions to increase efficiency without large overhead.

Will automation replace jobs?

While automation can change the way some jobs are done, it often creates new roles and opportunities. Workers may shift to more complex tasks that require human skills. WorkDone empowers employees to focus on strategic work by automating mundane tasks, enhancing job satisfaction rather than replacing jobs.