HY Heyaro

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.