Automate the boring thing you do all the time.
Not the flashiest thing. The stable, repeated thing that costs enough time to matter.
Good first projects usually have four traits
- They happen often
- The trigger is obvious
- Most cases follow the same path
- A mistake is recoverable
Good examples
- Lead acknowledgments
- Invoice reminders
- Moving form data into another system
- Review requests
- Recurring reports
- Simple status updates
Bad first projects
- Automating a rare executive decision
- Replacing an entire core system
- Letting AI negotiate pricing
- A workflow nobody can describe consistently
Pick one and make it boring
A first automation should prove that the business can build, test and maintain a useful workflow. Boring is good.
Talk to us about your workflow
You do not need to know the technology. Start with what is taking too long or falling through the cracks.
Start there