10 Simple Actions to Save Hours per Week in Your SME

+8H Recoverable per Week

10 Actionable Actions

1. Emails & Automatic Responses: Create intelligent automatic responses for your recurring emails
   Identify the 5 types of emails you receive each week (quote requests, acknowledgment of receipt, appointment confirmations, client follow-ups). Set up automatic response templates that trigger based on keywords. Result: zero copy-pasting, zero forgetting.

2. Predictive Analysis: Anticipate risks and opportunities from your data
   Data is no longer just for observation but for anticipation. The system identifies weak signals (decreased activity, less qualified leads, recurring delays) and alerts you in advance to act before the problem impacts your performance.

3. CRM & Incoming Leads: Automate the entry of your leads into your CRM as soon as they arrive
   Every contact form filled out on your site automatically creates a prospect record in your CRM, with pre-filled fields and a notification sent to the right salesperson. No more lost leads in a shared email box.

4. Invoicing & Follow-ups: Schedule automatic and graduated follow-ups for unpaid invoices
   Set up an automatic follow-up sequence: email J+30, J+45, J+60 with a progressively more direct tone. The system checks the payment status before sending — no follow-up sent to a client who has already paid. Your cash flow will thank you.

5. Reporting & Dashboards: Automatically generate your weekly report every Monday at 8 AM
   Connect your tools (CRM, accounting, project tools) to a dashboard that updates in real-time and sends a PDF or email summary every week to your team. No more 2 hours of Excel consolidation on Monday morning.

6. Document Management: Automatically generate and update your business documents
   Quotes, contracts, reports, client files… your documents are automatically generated from your data, updated in real-time, and sent to the right people. Less data entry, fewer errors, more reliability.

7. HR & Employee Onboarding: Automate the onboarding of your new employees from A to Z
   As soon as a new contract is signed, a flow is triggered automatically: creation of tool access, sending of the welcome booklet, scheduling of first week appointments, notification of the relevant teams. A complete onboarding in 1 click, without forgetting anything.

8. Marketing Content: Automate the creation and distribution of your content
   Articles, LinkedIn posts, emails, newsletters… set up a system that generates, adapts, and schedules your content automatically from your data, news, or offers. Result: a regular, consistent presence without mental load for your teams.

9. Client, Satisfaction & Reviews: Automate the collection of client reviews after each delivery or service
   48 hours after the completion of a mission or delivery, a satisfaction email is sent automatically. If the rating is good, it redirects to Google or your Trustpilot page. If it is bad, an alert is sent to the manager. Your reputation on autopilot.

10. Automate the Creation and Sending of Your Meeting Minutes
    An AI tool transcribes your meeting in real-time, extracts decisions and actions to be taken, and then automatically sends the formatted minutes to all participants within 5 minutes. No more minutes written 3 days later, incomplete, that no one reviews.

contact@invaist.com
+33 183816424

Concrete actions, accessible without an IT manager or IT budget, stemming from our support for leaders and directors of French SMEs.
Check off as you go.