What Process Should I Automate?
How to identify the best automation opportunities in your business
Identifying Automation Opportunities
You should automate any process that takes you away from your value-producing work or that forces you to spend more money hiring in extra people to perform these tasks.
If it's repetitive and it's boring you or costing you money - automate it. The key is to focus on processes that are rule-based, repetitive, and time-consuming.
Processes Perfect for Automation
📋 Rule-Based Tasks
Processes that follow clear, consistent rules and don't require creative decision-making.
🔄 Repetitive Work
Tasks that are performed frequently with the same steps and predictable outcomes.
⏰ Time-Consuming
Processes that take significant time but don't add proportional value to your business.
📊 Data-Heavy
Tasks involving data entry, processing, or analysis that follow consistent patterns.
Common Automation Examples
📧 Email Management
- Email categorization and routing
- Automated responses
- Lead follow-up sequences
📊 Data Processing
- Report generation
- Data entry and validation
- Invoice processing
🔄 Workflow Management
- Approval processes
- Task assignment
- Status updates
📈 Customer Service
- Ticket routing
- FAQ responses
- Customer onboarding
Quick Assessment Tool
Ask yourself these questions about each process:
- Is it repetitive?
- Does it follow clear rules?
- Does it take significant time?
- Is it prone to human error?
- Could it run 24/7?
- Does it involve data processing?
If you answered "Yes" to 3 or more questions, that process is a great candidate for automation!
Need Help Identifying Opportunities?
Our automation experts can analyze your business processes and identify the best automation opportunities.