GUIDE
How to assess a business process for automation
Last updated: 2026-10-27
Automate work that is frequent, rule-based, and painful when it fails quietly. Skip or delay work that needs nuanced judgment on every case.
A simple scorecard
Volume: does it happen daily or weekly? Rules: can you write if-then steps a new hire could follow? Risk: what is the cost of a wrong automated action?
Data: do you have a consistent source system, or is everything in unstructured email threads?