Good automation candidates are frequent, rule-based and currently handled through copy-paste between systems.
Find the right process
Look for work that scores highly on these questions:
- Does it happen many times a week?
- Does it follow clear rules most of the time?
- Is information re-typed from one system into another?
- Do delays or errors here cause problems downstream?
Fix the flow before automating it
Automating a broken process only makes it fail faster. Map how the work really happens today, remove unnecessary steps and agree who approves what — then automate.
Where AI adds value
Traditional automation handles structured data well. AI extends it to the messy parts: reading scanned documents, sorting free-text requests and extracting information from emails. Keep people in control of decisions that matter.
Start small and measure
Pick one process, measure the time it takes today, automate it and measure again. A clear before-and-after makes the case for the next step.
Key takeaways
- 01Target frequent, rule-based, copy-paste work
- 02Simplify the process before automating
- 03Measure before and after
