Glossary · Ops and automation

What is automation?

Having a tool execute the repetitive, rule-based tasks.

Automation · process automation

Automation consists of having tools (workflows, AI agents) execute the repetitive, rule-governed tasks, to free human time for the tasks that create value.

A concrete example

Example

Generating a quote, following up with a prospect or updating a dashboard can run on their own, triggered by the right events.

Why it matters

Automating the thankless tasks raises capacity at constant headcount and reduces errors. The point is not to replace teams, but to refocus them on sales and advice.

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