Quick guide to automation

AI system routing different tasks

Quick guide to automation

AI system routing different tasks

Quick guide to automation

AI system routing different tasks

Not enough time to read the whole guide?

This bullet point overview will help you to quickly understand the key points on how automation can fit into and benefit your business strategy.

What is automation?

Utilizes technology to handle tasks with minimal human input.

Utilizes technology to handle tasks with minimal human input.

Utilizes technology to handle tasks with minimal human input.

Encompasses process, robotic, and now AI-driven solutions.

Encompasses process, robotic, and now AI-driven solutions.

Encompasses process, robotic, and now AI-driven solutions.

Has evolved from mechanical gadgets to advanced digital systems.

Has evolved from mechanical gadgets to advanced digital systems.

Has evolved from mechanical gadgets to advanced digital systems.

Business benefits

Boosts efficiency and productivity by automating repetitive tasks.

Boosts efficiency and productivity by automating repetitive tasks.

Boosts efficiency and productivity by automating repetitive tasks.

Reduces costs and minimizes human error.

Reduces costs and minimizes human error.

Reduces costs and minimizes human error.

Enhances data accuracy and decision-making.

Enhances data accuracy and decision-making.

Enhances data accuracy and decision-making.

Offers scalability and flexibility for growth.

Offers scalability and flexibility for growth.

Offers scalability and flexibility for growth.

Female reviewing task cards to plan automation

Tasks best suited for automation

Repetitive, time-consuming tasks that follow a predictable pattern or schedule.

Repetitive, time-consuming tasks that follow a predictable pattern or schedule.

Repetitive, time-consuming tasks that follow a predictable pattern or schedule.

Tasks prone to human error, like data entry.

Tasks prone to human error, like data entry.

Tasks prone to human error, like data entry.

Customer and marketing communications via chatbots or automated email workflows.

Customer and marketing communications via chatbots or automated email workflows.

Customer and marketing communications via chatbots or automated email workflows.

The ‘user-first’ approach

Engage your teams in identifying genuine pain points for automation.

Engage your teams in identifying genuine pain points for automation.

Engage your teams in identifying genuine pain points for automation.

Empower staff to manage relevant automations themselves.

Empower staff to manage relevant automations themselves.

Empower staff to manage relevant automations themselves.

Balance automation with personal interaction carefully when it comes to customers.

Balance automation with personal interaction carefully when it comes to customers.

Balance automation with personal interaction carefully when it comes to customers.

Choosing the right solution

Assess business needs, budget, and scalability.

Assess business needs, budget, and scalability.

Assess business needs, budget, and scalability.

Evaluate current tech infrastructure and team skills.

Evaluate current tech infrastructure and team skills.

Evaluate current tech infrastructure and team skills.

Decide between 'out of the box', bespoke, or middle-ground solutions.

Decide between 'out of the box', bespoke, or middle-ground solutions.

Decide between 'out of the box', bespoke, or middle-ground solutions.

AI chatbot taking part in a web chat on a mobile phone screen
AI chatbot taking part in a web chat on a mobile phone screen
AI chatbot taking part in a web chat on a mobile phone screen

Types of solutions

Out of the box

Quick setup, cost-effective, but with limited customization. Can usually be implemented without outside help.

Middle ground

Mix of ready-made and custom features, ideal for tech-savvy teams or for a developer to set up and then hand over.

Bespoke

Custom-built, higher initial investment bringing longer-term benefits, highly tailored. Requires developer input to build and code, but can cater to exacting needs.

Steps showing different levels of automation, from manual through to fully integrated
Steps showing different levels of automation, from manual through to fully integrated
Steps showing different levels of automation, from manual through to fully integrated

Next steps

Share the full guide with a team member who can investigate your automation options and needs.

Share the full guide with a team member who can investigate your automation options and needs.

Share the full guide with a team member who can investigate your automation options and needs.

Check back in with them after a pre-agreed period to make a plan of action.

Check back in with them after a pre-agreed period to make a plan of action.

Check back in with them after a pre-agreed period to make a plan of action.

If a bespoke automation solution is of interest, contact Cursor to discuss your options.

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