What is an Operations Automation?

Definition

AI that automates internal operations such as coordination, updates, and reporting.

Operations Automation

Operations automation streamlines repetitive back‑office tasks such as data entry, file transfers, and approval workflows. It frees staff to focus on higher‑value activities.

Real-World Example

A finance department automates invoice capture and approval with Automate, cutting processing time from 10 days to 2 days and saving $45,000 annually in labor costs.

How Central Automate Works

Automate links accounting, ERP, and email apps, applies conditional logic, and runs scheduled jobs without human intervention.

Key Benefits

• Faster cycle times • Lower error rates • Cost savings on manual labor.

Common Use Cases

• Invoice processing • Employee onboarding • Data sync between CRM and ERP.

Getting Started

1. Identify a repeatable process 2. Choose relevant app connectors 3. Build the workflow with drag‑and‑drop 4. Test and enable.

Why It Matters

Automating core operations improves accuracy, compliance, and scalability.

Integrations

Run your customer operations automatically

Calls, messages, bookings, follow-ups, and admin handled end-to-end by AI.

  • Zapier

    Cal.com

    Pipedrive

    Zendesk

    Twilio

    Salesforce

    Shopify

    Slack

    Stripe

    Woo Commerce

    Big Commerce

    Simple Practice

    Housecall Pro

  • Hubspot

    Calendly

    Typeform

    Square

    Intuit

    Setmore

    Zoho

    Formstack

    Framer

    Whatsapp

    Instagram

    Facebook

    Clio

Integrations

Run your customer operations automatically

Calls, messages, bookings, follow-ups, and admin handled end-to-end by AI.

  • Zapier

    Cal.com

    Pipedrive

    Zendesk

    Twilio

    Salesforce

    Shopify

    Slack

    Stripe

    Woo Commerce

    Big Commerce

    Simple Practice

    Housecall Pro

  • Hubspot

    Calendly

    Typeform

    Square

    Intuit

    Setmore

    Zoho

    Formstack

    Framer

    Whatsapp

    Instagram

    Facebook

    Clio