Which tasks can be automated?
Use five questions to choose a suitable first process. Assess a process through repetition, rules, data, error impact and human decisions.
00Guides
Automation guides
Find a step you can improve in the way your business works. These guides provide checklists and examples for choosing a first process, organising enquiry tracking and selecting a suitable technology approach.
Your first gain may be a clearer next step, not a new tool. Choose a guide and start with one example from your own work.
How can potential customer enquiries be tracked?
Start with an example table covering ownership, the next step and a follow-up date. Begin with a shared record structure before buying new software.
AI or rules-based automation?
Compare two approaches to the same task. Choose by data, need for interpretation, error impact and human approval.
Would you like to assess your own process?
Let's look at how these examples apply to your business.