Guide
Automation guides
Useful automation starts with a repeated business task.
The best first workflow is frequent, clear, painful, and easy to review before it reaches customers.
What makes a good first automation?
Choose work that already has a repeatable pattern: intake questions, summaries, draft replies, task creation, quote notes, or weekly reporting. Avoid workflows where the rules are unclear or the downside of a mistake is high.
- It happens every week
- The desired output is obvious
- A human can review before sending
- The inputs are available
- Success is easy to recognise