Which repetitive task should you automate first?
If you are thinking about automating part of your work, pick one task you can describe from start to finish. What arrives? What do you do with it? What should come out?
Add two more questions: how often does it happen, and what happens when it is wrong? Include the copying, checks and corrections in your answer. A workflow description is more useful when it includes the work a person will still need to do.
Illustrative example: a repair inquiry becomes a structured brief with the requested work and missing information marked for review. The system should not invent details the customer never supplied.
Racoben’s $299 Workflow Proof tests one agreed workflow on approved, non-sensitive samples. Scope and acceptance checks are agreed before payment; production work is scoped separately.
Describe the workflow without private customer data in the initial inquiry.
Read the full article: How to choose your first small business automation →
Describe your workflow ↗