Remove the tasks that do not need you every time
Automating a task means defining steps that can happen by themselves whenever the same situation occurs. It helps when the rules are known, the result can be checked and there is a safe way to stop when something is unexpected.
Talk about what you want to improveWhat is usually worth automating first?
Save a new request in the right place.
Create a reminder after a proposal.
Send a confirmation with agreed information.
Warn you when an answer or required detail is missing.
How do we choose the first task?
- We find a frequent task that is easy to recognise.
- We write the steps and the cases where it should not continue.
- We decide how to confirm that it finished correctly.
- We test with a few cases first and follow any failures.
Questions about this service
Do I have to automate everything?
No. The aim is to remove repeated work, not remove you from decisions where you are needed.
What happens when something fails?
The task should stop, keep a record of what happened and warn you with enough information to continue.
Can I start without another monthly cost?
It is often possible to test one useful task with the tools you already have before adding another cost.
Other problems I can help with
Which task do you repeat too often?
Tell me what starts it, which steps you carry out and how you know it is complete.
Talk about what you want to improve