Checklist: 12 automations for your service SME

We gathered the automations that give the biggest result with the smallest effort, the ones we see working every day in Italian studios and agencies.

You do not need to be technical. For each one we tell you what to remove from manual work and where to start. Begin with just one and you already feel the difference.

The 12 automations for your service SME

1. Sort incoming email

   Link each email to the right client and job automatically, instead of doing it by hand one by one.

2. File documents on their own

   Rename and file invoices and contracts that arrive by email, without touching them.

3. Prepare repeated replies

   For requests that come up often, have the draft prepared automatically. You check and send.

4. Remember follow-ups

   Keep the thread of open items and have the people to call resurface, before it is too late.

5. Chase missing documents

   When a document is missing before a deadline, have the chaser prepared. You approve sending.

6. Warn before deadlines

   Permits, tax deadlines and handovers resurface with a reminder, before the cut-off day.

7. Confirm appointments and visits

   Send the confirmation and reminder before the meeting, to reduce no-shows.

8. Gather requests from many channels

   Email, WhatsApp and web forms land in one place, already tied to the right client.

9. Keep billable hours in order

   Link activity to the right client, so at month end you know what to invoice without searching.

10. Prepare proposals

    Build the proposal from the client data you already have. You reread, fix and send.

11. Recap meetings

    Turn notes into a recap with the actions to take, tied to the client or project.

12. Keep actions logged

    Have every automatic action recorded, so you always know who did what and when, and stay in control.

Golden rule: start with a single automation, the one that weighs on you most. When it works, move to the next. glarno is built to do exactly this: it reads what arrives, prepares the day's actions and asks you only to approve.