- Choose tasks that are actually worth automating.
- Separate drafts, decisions, and final actions.
- Design small workflows with human review.
What to Automate First
- Emails: classify, summarize, and draft responses.
- Invoices: extract data, detect errors, and prepare records.
- Quotes: turn requests into reviewable drafts.
- Customer support: answer repetitive questions without sending anything without approval.
- Excel/Sheets: clean data, cross-reference tables, and generate reports.
Design Template
Tarea: Entrada: Datos personales: Herramientas: Salida esperada: Acciones prohibidas: Quién revisa: Cuándo se borra o archiva: Cómo se registra la decisión: