How to pick the first business workflow worth automating: the criteria that matter, the ranking method, and a test you can run this week.
Guides
What to know before you automate anything
Seven guides on picking the first workflow, walking a client intake end to end, reviewing AI drafts before they reach customers, checking the hours-saved math, and knowing when to build it yourself. Free to read, nothing gated.
The approval-gate pattern: AI drafts customer-facing work, a human approves every send. The four properties the gate needs to hold in production.
A client intake automation workflow from the request arriving to the approved reply: the checks, the drafts, the gate, the exception path, and a checklist for building your own.
How to calculate what workflow automation is worth without inventing numbers: a measured baseline, assumptions on the page, and the same definitions before and after.
The gap between a working demo and a workflow that survives production: exceptions, quiet failures, ownership, and documentation.
The deliverables inside a real AI workflow audit: the current-state map, the judgment split, a ranked backlog, and scenario math with visible assumptions.
How to build your first workflow automation in-house: where to start, what will break, the approval gate to install on day one, and when to bring in help.
Want this pointed at your own workflow?
Describe the one that drags and get a written answer on where to start.