Automation.
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AI email triage: what the agent does
AI email triage: an agent reads incoming mail, extracts the data, routes it to CRM, ERP, or support, and drafts the reply. How it works, where humans stay.
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Structured intake is the first automation step
The highest-leverage automation step is making one recurring workflow start with structured intake: a form with explicit fields, not email or chat.
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Business automation with 12 tools and no time
Tool sprawl is a process problem, not a software problem. A practical triage for business automation: keep, consolidate, automate, drop.