- 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
Measure value before automating
A useful automation should improve time, quality, or risk. If you cannot measure one of those three, you are still exploring.
roi_sheet: task: "classify support emails" frequency: "daily" current_time_min: 45 target_time_min: 15 current_errors_per_week: 6 risk_if_it_fails: "medium" initial_mode: "draft with human review" review_in: "14 days"
Task: Input: Personal data: Tools: Expected output: Prohibited actions: Who reviews: When data is deleted or archived: How the decision is logged: