Skip to content
Home Services Sectors Quotes Case studies Blog About us Contact Client access → Book a demo →
← Blog
⚙️ Automation

5 processes every industrial SME should automate now

Orders, operator training, production alerts, quotes and incidents: five processes a Basque industrial SME can automate today with AI, and how to choose where to start.

Industrial SMEs in the Basque Country now have AI solutions within reach that change their day-to-day operations. The investment is modest and the return can be measured. You do not need a big project: it is enough to start with one process and check the result.

What these processes have in common

The five processes in this article share the same traits:

  • They repeat many times a week.
  • They follow clear rules and need little judgement.
  • Their data is already in some system: the ERP, email or a spreadsheet.

When these conditions are met, automation removes work without removing control. The AI takes care of reading, classifying and drafting. The important decision still belongs to a person.

The five processes

1. Order management and customer queries

Questions about orders, delivery times and stock eat up hours of repetitive work. An AI agent connected to the ERP can answer them on its own, via the website, email or WhatsApp. The sales team is freed up to sell and negotiate. The same agent can serve as a product assistant, with technical data sheets and availability.

An example of how it works: a customer writes to ask whether their order ships this week. The agent checks the ERP, sees the expected date and replies. If the order has an issue, it does not improvise. It alerts the responsible salesperson with the data already collected.

2. Onboarding new operators

Initial training can be supported by an internal knowledge chatbot. The new employee asks the system whenever they need to, without depending on a senior operator being free. The assistant answers questions about machinery, procedures and safety rules using the company's own documents.

Automation handles the rest: it sends the welcome documentation and notifies the manager. If you are concerned about the confidentiality of those documents, we explain it in private AI for companies.

3. Production reports and alerts

Automation flows built with n8n connect production systems to email or WhatsApp. When something falls outside the norm, they alert the right person. It could be a stoppage, an anomaly or a maintenance need.

They also prepare periodic summaries that arrive on their own. The key is to alert only about what matters, because too many alerts end up as ignored alerts.

4. Automatic quote generation

An AI agent can prepare preliminary quotes from customer requests. It only needs a database of products and prices. It reads the request, applies your rates and your rules, and leaves the draft ready for review. The final price is always approved by a person.

For aluminium and PVC joinery firms we have our own product, Lagunbot Presupuestos. It calculates an indicative range using the company's rates and sends the PDF to the customer.

5. Incident tracking and maintenance

An automated system logs, classifies and tracks machinery incidents. It notifies the maintenance team and keeps the history of each machine. This data is used to prepare reports for preventive maintenance.

In addition, every resolved incident leaves its solution on record. That record then feeds the internal chatbot from the second process.

Where to start

Start with the task that repeats most and needs the least judgement. In many SMEs that is the intake of customer requests or standard quotes. Automate one process, check it with real cases and move on to the next.

What you need

  • Access to the data: the ERP, email or the files your system already exports.
  • A team member who knows the process and validates the results.
  • Clear rules on what the automation does and what a person reviews.

You do not need to change software. We connect the tools you already use, as we explain in AI automation for SMEs.

Common mistakes

  • Trying to automate everything at once.
  • Letting the AI send final prices or approve orders without review.
  • Automating a process nobody has organised. First you organise it, then you automate it.

How it is measured

Before starting, note how much time the team spends on the task and how many requests come in. Then compare hours freed up, customer response time and errors avoided. If there is no visible improvement, you adjust or switch to another process.

Frequently asked questions

Do we have to change our ERP to automate?

No. We work with the ERP, CRM and email you already use. If a program cannot be connected to directly, we look for another route, such as the files it exports or the emails it generates. If there is no reasonable route, we tell you in the diagnostic, before starting.

Does the AI make decisions without anyone reviewing them?

Only for what we agree is routine, such as classifying an email or passing a data point between systems. Anything with consequences for the business is reviewed by a person. For example, sending a final price or approving an order. The automation prepares and your team decides.

Does it work in Basque?

Yes. The assistants and the messages the automations generate can work in Basque and Spanish. This is useful for companies whose customers or templates use both languages. Before going live we test them in Basque and Spanish with the company's real cases.

Let's talk about your first process

You will find more examples for the sector in AI for industry. If you are concerned about the retirement of veteran operators, read the article on knowledge transfer in Basque industry. Our working method is described in how we work. To choose where to start, write to us from the contact page.