Manual work and automation
How can I automate repetitive work in my business?
Start with work that happens often, follows clear rules, and does not require much judgment. Good examples include moving data, sending reminders, creating standard records, routing requests, or checking required fields. Document the current steps first so the automation removes work instead of hiding a broken process.
What to check
- Which tasks happen repeatedly?
- Which steps follow the same rule most of the time?
- Where does a person still need to make a judgment call?