Automating the Busywork: Where to Start
You don't need to automate everything at once. Here's how to find the highest-leverage place to begin.
The idea of automating a whole business process can feel overwhelming, which is why so many teams never start. The better approach is to find the smallest, highest-friction task and automate that first.
Look for the task everyone complains about
If there's a task your team consistently dreads or complains about, that's usually a strong signal it's both painful and repetitive — the exact combination automation is best suited for.
Start with something measurable
Pick a first automation project where you can clearly measure time saved or errors reduced. A visible win builds the case for investing further.
Don't automate a broken process
If the underlying process is inefficient, automating it just makes the inefficiency faster. Fix the process first, then automate the clean version.