Tasks That Require Human Connection vs. Automation

Although automation can be the greatest tool to increase efficiency and productivity, there are certain tasks that still require the human touch. We recommend automating monotonous, repetitive tasks like paying bills, sending invoice reminders, and tracking cash flow. On the flip side, there are tasks that require direct attention and personalization. 

Onboarding

Whether onboarding employees or new clients, this process requires building rapport and establishing a relationship, which cannot be replaced by automation. Parts of the onboarding process can be automated, like standard welcome emails or reminders, but for the most part, this should be about interaction, communication, and collaboration. 

Client Issues

When there is an issue with a client or customer, automation will not be useful. You need to handle this issue head on and provide the customer/client with the attention they deserve. Streamline this process to make it easy for customers to contact and speak with a member of your team rather than handling every issue via email. Customers take into account the way they are treated when there is an issue and how the company handles it. 

Interviewing

Similar to onboarding, interviewing requires face-to-face attention. This process should not be automated - a machine cannot determine if a person is best fit for your team, only you can. Although you might automate the process of choosing resumes, when it comes to learning about each individual, this should be given proper attention and consideration. 

Networking

Nothing can truly replace human interaction! When it comes to networking and meeting, these should always be done face-to-face (with video calls or phone calls as substitutes when needed). Automation has no role to play when it comes to establishing connections, building trust, setting a rapport - these are things that can only happen between two individuals. 

Keep in mind that although automation can be helpful for many tasks, it’s not helpful for all tasks. Automation will never truly replace the power of human interaction!