5 Things You Need to Know About Automating Business in 2026

Gulnur Dosbol, PR Manager at Bitrix24 Kazakhstan 

Together with Mikhail Belyaev, an evangelist for Bitrix24, we have prepared a checklist demonstrating how to reduce costs, streamline team operations, and build a system that functions reliably under any circumstances.

1. Crisis Audit

As the load on the business increases, every inefficient process directly translates into losses. Identify weaknesses within the company: where manual labor is duplicated, where information is lost, and where everything depends solely on human resources.

Start with key areas. If you are the head of the legal department, thoroughly review the contract approval chain. Consider what can be accelerated, simplified, or removed entirely.

— create templates for standard documents and configure various approval workflows in Bitrix24
— create digital workspaces for departments with similar tasks. Personal workspaces simplify access to tasks, speed up work, and increase productivity.

2. Resource Optimization

An increase in tax burden does not mean reducing staff; it means the need to increase the efficiency of every hour. Instead of "cutting" the team, focus on reducing daily routine tasks and manual operations.

Automating such tasks reduces operational costs and lowers risks arising from human error. Employees can redirect their free time toward developing sales, working with clients, and improving business processes—i.e., activities that directly generate revenue.

— delegate repetitive tasks to algorithms and artificial intelligence
— generate contracts and commercial offers with one click
— compile meeting minutes with the help of AI
— automatically transcribe calls into text.

3. Document Flow

Every day a contract or act is stuck in the approval process represents lost time and money for the business. Delays in documents lead to stalled deals, delayed payments, and financial gaps.

Transitioning document flow to a digital format not only speeds up the process but also makes it manageable and transparent.

Integrate the Bitrix24 CRM system with the Documentolog application. This allows legal documents to be processed online, quickly, and paperlessly. Additionally, you can monitor deal status in real-time.

4. Templates

Tasks are created and executed according to pre-made scenarios, allowing the business to operate without excessive oversight. Tasks are created automatically, responsible persons are assigned, deadlines and reminders are set.

This eliminates chaos, increases execution speed, and reduces dependence on human factors. The manager is left only with analyzing results—the system monitors task completion itself.

Templates for standard tasks are the foundation of effective automation. They help both new employees and experienced specialists work correctly and on time.

5. Integration

Separate operation of different services is the main cause of costs, errors, and delays. Integrate CRM, finance, marketing, warehouse, and analytics into a single system so that data is exchanged automatically and processes are no longer dependent on manual control.

This allows monitoring all stages from the deal to payment and delivery, preventing cash gaps and data duplication.

Data integration is one of the most pressing issues of the day. Creating a unified system immediately reduces the costs associated with rework later. Provide the team with a common interface—the system should work for people.

For example, the "Zhanym" flower shop in the city of Oral increased its sales by installing Bitrix24. Thanks to competent automation, the average conversion rate of applications from Bitrix24 and Wazzup into deals now stands at 95%. Employees do not waste time on routine tasks, and processing applications does not hinder other processes. Automated tasks and assignments allow managers to focus on what needs to be sold. BI analytics helps the business monitor sales dynamics and develop a growth strategy based on concrete data. Thus, the business grows. 

A crisis is not a time to stop, but an opportunity to fine-tune the business. Systematic monitoring helps see real efficiency, while regular analysis allows identifying weaknesses in time and correcting them without losses.

If you want to protect your business from a crisis, you can reduce costs, speed up processes, and monitor all indicators in one system with the help of Bitrix24. Register for free and start automation today.