9 min readJohnny UnarJohnny Unar

Automating Business Workflows with AI: A Practical Playbook

Forget the hype. Here's how real businesses are using AI to eliminate repetitive work and scale without hiring.

Free your team

AI automation isn't about replacing your team — it's about freeing them from the work they shouldn't be doing in the first place. Data entry, email triage, invoice processing, lead qualification, report generation — these tasks eat hours every week and don't require human judgment. The businesses winning right now are the ones automating these workflows and redirecting human talent toward strategy, creativity, and relationships.

The workflow audit

Start with the workflow audit. Map every repetitive process in your business. For each one, ask: Is the input structured or unstructured? Is the decision rule-based or judgment-based? How often does it happen? Workflows with structured inputs, clear rules, and high frequency are automation gold. Think: 'If this email contains an invoice, extract the amount and vendor, create a record in our accounting system, and notify the finance team.'

The tooling is ready

The tooling has matured dramatically. n8n and Make (formerly Integromat) handle visual workflow automation without code. OpenAI's API and Anthropic's Claude power natural language processing for email classification, document summarization, and content generation. Custom Python scripts with LangChain orchestrate complex multi-step workflows. The key is matching the tool to the complexity — don't build a custom AI pipeline when a simple Zapier automation will do.

Real results

We've helped clients automate lead scoring that used to take 3 hours daily, document processing that required a full-time hire, and customer support triage that was drowning their team. The pattern is always the same: identify the bottleneck, build the automation, measure the time saved, and reinvest those hours into growth. If your team is spending more than 20% of their time on repetitive tasks, you're leaving money on the table.

Johnny Unar

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Johnny Unar

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Forget the hype. Here's how real businesses are using AI to eliminate repetitive work and scale without hiring.