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What to decide before you automate anything
A few choices made up front keep automation helpful instead of risky.
Automation is good at repeating steps. It is not good at deciding what matters. Settle these first.
1. Which task, exactly?
Pick one repeated task with a clear start and finish.
2. Which tools stay?
List what works well. Build around it.
3. Who approves what?
Decide which actions, such as customer messages, prices or payments, always need a person.
4. Where do exceptions go?
Every automated process needs a clear path to a person when something unusual happens.
Want help thinking it through? Book a call.
Find your starting point
Take the assessment, or talk it through with Gary.