Ten Automations Every Business Team Should Build First

📋 Overview

Most teams know they should automate more of their work but aren't sure where to start. They either stick to a few simple rules or jump into a project so complex it never gets finished. This session lays out a practical path: ten automations every business team should build, arranged from basic to advanced. It starts with simple wins built into tools you already use, moves into multi-step workflows built on integration platforms that connect your apps, and finishes with AI-powered workflows that read documents, sort incoming mail, and use connectors built on the Model Context Protocol (MCP) to work directly across your apps. Many of the ten are demonstrated live, and every one is documented in the course materials, so you'll see what each does, where it saves time, and how it's built: the trigger that starts it, the steps it runs, and the result it produces. Because they're arranged by difficulty, you can start where your team is today and know exactly what to build next. You'll leave with a tiered list of automations to work through, step-by-step documentation to build from, and a clear plan for the first one you'll build.

👥 Who Should Attend

Accounting managers, controllers, and operations leads who aren't afraid to get their hands dirty to increase departmental efficiency through practical software connections.

🎯 Learning Objectives

• Identify ten automations that eliminate repetitive work common to business teams
• Describe the trigger, steps, and result that make up a working automation
• Compare integration platforms with built-in desktop tools to select the right one for a given task
• Describe how AI connectors built on the Model Context Protocol link an AI assistant to business applications
• Select safeguards for AI-powered automations, including human review and error alerts

🚀 What You'll Walk Away With

• You'll stop wasting hours on repetitive work with a tiered list of ten proven automations.
• You'll build a roadmap that moves your team from simple rules and macros to AI-powered workflows.
• You'll understand how MCP connectors let an AI assistant work directly with your business apps.
• You'll pick the right tool for every job so you don't over-engineer simple tasks.
• You'll know which safeguards, like human review and error alerts, keep your automated processes accurate.

📚 Major Topics

1. Basic automations: rules, text expansion, macros, and forms
2. Intermediate automations: file handling, approvals, document requests, and AI inbox triage
3. Advanced automations: AI-assisted intake and connected AI assistants using MCP
4. Building your roadmap: what to build first and how to keep it running

🏷️ Topics

❓ Questions

✍️ A Note from the Author

I spent years watching smart teams drown in paperwork because their automation projects were either too small to matter or too big to finish. I wrote this course to bridge that gap with a clear, tiered roadmap that anyone can follow. It's for the managers who want to stop talking about efficiency and actually start connecting their tools.