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Automate the things that are the same every time and that you resent doing. Keep the things that are the reason they chose you.
Reasonable to automate: the recording and notes going somewhere findable, the follow-up email going out the same day, the proposal reminder at day three, the "did this land?" at day seven, and the CRM stage moving without you remembering.
Do not automate: the actual recommendation, anything that reads as if a machine wrote it, and the decision about whether this person is a fit. A templated follow-up that says nothing specific about the call is worse than a late one that does.
The test I use: if the client could tell it was automated and would feel less valued, do not automate it.
