Tag: Automation candidates

Notes tagged with Automation candidates.

Split scene contrasting repetitive document work with a client conversation
Workflow Design8 min read

What not to automate: seven signs a workflow needs another answer

Some work needs clearer rules, better information, or human judgment before it needs software. Use these signals to make a better call.

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Small business owner reviewing a simple workflow diagram on a tablet
Practical Automation7 min read

Workflow automation for small business: start with the work, not the tool

A practical guide to finding a useful first workflow, choosing the simplest suitable approach, and improving it without losing control.

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Ready to find repetitive work?

Describe one workflow in plain language. No email to begin. A person reviews qualified submissions.

Assess a workflow