Guide

7 min read

Automations break. Here's how we notice first.

MK

Maya Kerr

Founder, Relay

Automations break. Here's how we notice first.

Over the last two years we've run more than sixty automation audits. Different industries, different tools — and almost always the same five chores at the top of the list. If you're not sure where to start, start here.

1. Copying orders and leads between tools

A new order lands in Shopify, someone types it into a spreadsheet, then into the accounting tool. This is the single most common task we automate, and usually the fastest win.

2. Answering the same five questions

Opening hours, prices, delivery times, "where's my order?". An assistant trained on your own FAQ can answer these instantly — and hand everything else to a person.

3. Chasing invoices

Polite reminders at day 7, 14 and 30, stopped automatically the moment payment arrives.

The best automation is the one nobody notices — the work just stops arriving.

4. The weekly report

Pull the numbers from five tools into one message every Monday at 9:00.

5. New-client onboarding

  • Create the folder and the project

  • Send the welcome email and the contract

  • Book the kickoff call

Three tools, ten clicks, every time. One trigger can do all of it.

Which of the five is yours?

Book a free audit and we’ll tell you what automating it would save.

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