Choosing a Workflow to Automate

Start with the work

List the questions and tasks your team repeats. Choose one with a clear beginning and end, and identify who owns the result.

Map exceptions

Write down what should happen when information is missing, a customer changes their mind, or a system is unavailable. Keep a way for a person to take over.

Measure carefully

Compare the time and errors before and after a small pilot. Treat estimates as estimates, and review real outcomes before expanding.