5 AI automations your SMB can launch in a week

If you’re running a small or mid-sized business, you don’t have time for drawn-out tech projects. The good news? You don’t need them. AI-powered automation has reached the point where you can launch high-impact workflows in less than a week — often without changing the tools you already use.

Here are five automations we’ve deployed for SMB clients that delivered measurable results fast.

1) CRM lead routing & follow-up

The Problem: New leads pile up in your CRM or inbox without timely follow-up.

The Automation: AI tags and routes leads to the right sales rep instantly, triggers a personalized follow-up email, and logs all activity in your CRM.

The Result: One client cut lead response time from 48 hours to under 2 minutes — and increased close rates by 20%.

2) Weekly KPI dashboards

The Problem: Managers waste hours pulling numbers into spreadsheets.

The Automation: AI pulls data from your CRM, accounting software, and ad platforms, then compiles it into a single dashboard — emailed every Monday morning.

The Result: Saved 4+ hours/week for leadership and improved decision-making speed.

3) Invoice generation & reconciliation

The Problem: Manual invoice creation and chasing payments eats into billable hours.

The Automation: Automatically generates invoices when a project milestone is hit, emails them to the client, and reconciles payments against your accounting software.

The Result: Reduced invoice errors to zero and improved cash flow by shortening the billing cycle.

4) Customer support triage

The Problem: Support teams spend too much time sorting tickets before they can solve them.

The Automation: AI scans inbound emails or chat messages, categorizes them, assigns them to the right agent, and suggests a first draft response.

The Result: Average ticket resolution time dropped by 40%.

5) Meeting notes & action items

The Problem: Important decisions and next steps get lost after meetings.

The Automation: AI records and transcribes meetings, summarizes key points, and creates a to-do list in your project management tool.

The Result: No missed deadlines, and team alignment improved significantly.

The takeaway

You don’t need a massive tech budget to see real ROI from AI automation. Each of these workflows can be designed, tested, and deployed in under a week — and the savings start on day one.

📅 Book a free 30-min call, and I’ll help you identify at least three automation opportunities you can launch in the next 7 days. Schedule now