Find the repetitive work worth automating
Start with the information you repeatedly copy, organize, summarize, or move between tools. Meeting follow-up, recurring reporting, and knowledge organization are examples to assess. We look at the frequency, effort, and consequences of errors before choosing an approach.
Agree the build and how to evaluate it
An implementation roadmap identifies the processes, information sources, and review points involved. Before building, we agree the scope and how to judge whether the workflow is useful—for example, less manual handling or clearer follow-up. Results depend on the process and its use.