Manual work and automation
How do I stop my staff doing the same admin work every day?
List the daily admin tasks and separate work that requires judgment from work that follows the same steps every time. Automate the predictable parts first, such as data entry, reminders, routing, record creation, and status updates. Keep people responsible for exceptions and decisions that need context.
What to check
- Which daily tasks follow the same steps?
- Which tasks require human judgment?
- Which repeated task takes the most staff time?