A practical framework for choosing the first process to automate.
Choose repetition with rules
The strongest candidates are frequent, structured, time-consuming tasks with clear inputs and measurable outcomes.
Fix the process before automating it
Automation accelerates the underlying workflow. Remove unnecessary approvals and unclear ownership first.
Measure cycle time and exceptions
Track speed, error rate, manual interventions, and user adoption to prove whether the automation is creating value.
Turn the idea into an operating plan
Use this perspective as a starting point, then adapt it to your systems, constraints, decision rights, and team capacity.
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