How to choose processes to automate first

A simple framework to pick the best first workflow to automate, based on volume, pain, risk, and measurable outcomes.

Start with a “one workflow” rule

If you try to automate everything at once, it feels like a big project. Instead:

Choose a workflow that scores high on:

Frequency
Does it happen weekly or daily?
Friction
Does it cause delays, follow-ups, confusion, or customer complaints?
Manual effort
Is the team copying, retyping, sorting, or checking the same things repeatedly?
Measurability
Can we measure improvement (hours saved, cycle time, missed follow-ups, error rate)?

Avoid workflows that are:

If you want a clear, scoped roadmap:

That’s exactly what the Automation Plan provides.

Start with an Automation Plan to map one process, define success metrics, and launch safely.