Free AI resource

What should you automate first?

You'll know what AI can handle, what humans should keep, and the first version worth building.

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No email required. Optional buildability review.

How the recommendation is made

We use ORDER to keep the result grounded in the actual work, not the newest tool.

Outcome
A sent quote, a booked job, an updated record. If the result can’t be named in a sentence, there is nothing to test the workflow against later.
Repetition
Daily beats weekly. Weekly beats quarterly. Something that comes up twice a year is usually cheaper to keep doing by hand.
Data
If the details live in someone’s head, a notebook or a group chat, that is the problem to solve first. Automation doesn’t solve it.
Exceptions
The routine path automates. The exceptions reach your team prepared, which is more useful than a system that guesses at them.
Risk
Low-stakes errors get caught and fixed. High-stakes ones keep a person in the loop, and that stays true however well it runs.

Score a workflow against all five and the answer is usually obvious.

What you'll get

A short result on what to automate, what to avoid, where humans stay involved, and how to build the first version.

9 questions5 to 7 minutes

Before we start

Have one workflow in mind. Explain it the way you would to someone on their first day, in plain words.

You'll be asked about

  • the workflow you want to improve
  • the result you want
  • how the workflow works today
  • volume and time
  • systems and data
  • where it gets messy
  • what AI should be allowed to do
  • what AI should never do

Not the person who knows the workflow best? Copy the questions and send them to whoever owns the process.

Prefer to work offline? The full worksheet is available as a printable PDF.

Download worksheet