SalesPad’s Automation Agent boosts operational efficiency by automating manual tasks like emailing AR statements, forwarding sales documents, and transferring orders to invoices—all without additional headcount. Users can schedule jobs and create workflows that reduce human error and increase throughput. As highlighted on page 2, it streamlines order flow, automates reporting, and integrates with other SalesPad tools to handle online order imports and inventory exports. This background automation enables businesses to grow with lean staffing, freeing time and resources for strategic initiatives.

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