Nathan Lewis
Founder, Lewis Intelligence
Time is one of the most valuable assets in any small or mid-sized business. Yet many owners and teams spend hours every week on tasks that could easily be automated.
At Lewis Intelligence, we help businesses identify these time drains and replace them with smart, efficient systems using tools like Power Automate, Zapier, Make, and AI assistants. You don’t need to be technical or hire a developer to start freeing up your schedule. You just need the right strategy.
If you’re doing any of the following tasks manually, it’s time to consider automation.
1. Sorting and Saving Incoming Emails or Documents
Still saving invoices, approvals, or receipts by hand? Automation tools can scan your inbox and automatically sort attachments into the correct folders based on sender, subject line, or file name.
Use case: A vendor sends a monthly invoice. The system identifies the file, saves it to your “Invoices” folder in OneDrive or Google Drive, and logs the date in a spreadsheet.
Result: No more missed documents or wasted time sorting files.
2. Collecting and Organizing Customer or Lead Data
Whether you get leads from contact forms, social media, or email, manually copying their info into a spreadsheet or CRM takes time and invites errors.
With automation, new contact details can instantly sync to your CRM or central spreadsheet. You can even receive a notification when a new lead comes in.
Result: Cleaner data, faster response times, and no leads slipping through the cracks.
3. Scheduling Appointments or Meetings
Back-and-forth emails to find a time that works? That can be replaced.
Automated scheduling tools like Calendly or Microsoft Bookings integrate with your calendar and can trigger workflows. For example, once a customer books a time slot, they can receive a confirmation email, a calendar invite, and a reminder the day before.
Result: A seamless experience for your customers with zero effort on your part.
4. Generating Weekly or Monthly Reports
Many teams pull the same reports week after week from spreadsheets, systems, or inboxes. This task is a prime target for automation.
You can set up a flow that gathers the latest data, compiles it into a report, and emails it to the right people on a schedule.
Result: Better reporting with less hassle, and you’ll never forget to send it again.
5. Following Up with Customers or Clients
Timely follow-ups can make or break a customer relationship. Automations can send personalized emails after a purchase, request feedback, or remind clients about renewals and appointments.
Result: Stronger customer retention without lifting a finger.
6. Publishing Routine Marketing Content
Social media and email marketing can become overwhelming without a system. Tools like Make or Zapier can help automate your posting, especially for repeat content like weekly specials, blog posts, or promotions.
You can also link form submissions or product updates directly to your email newsletter platform.
Result: Stay top-of-mind with your audience while spending less time online.
Small Automations Create Big Wins
The truth is, most businesses don’t need enterprise-level software to save time. A few well-built automations can easily save 5 to 10 hours a week and significantly reduce errors or missed steps.
At Lewis Intelligence, we specialize in helping small and growing businesses build these systems without code or complexity. We make automation feel easy, not intimidating.
Ready to Save Time and Work Smarter?
If you recognize any of the manual tasks above in your business, it’s time to explore how automation can help. We offer a free discovery session to identify quick wins and long-term solutions customized to your workflow.
Let’s build you a smarter business—starting with what’s slowing you down.
Book your free automation strategy session with Lewis Intelligence today.
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