Where should your business start with automation?

Make repetitive steps visible

List tasks where the team enters, copies or moves the same information between tools. Understanding the process comes before selecting a tool.

Define inputs and outputs

Write down what starts a workflow and how it ends. Include uncertain data and exceptions in the process design.

Plan for human oversight

Not every decision needs to be automated. Give the team a review point, especially where outputs are uncertain.

Evaluate with a small pilot

Start with a limited workflow. Review errors, time savings and the team's experience before expanding.