Beginner's guide to business automation
How to remove repeat work without turning your business into a machine customers dislike talking to.
Chapter 1 — What deserves automation
- Frequent, identical and low-judgement tasks.
- Handoffs where information is retyped from one place to another.
- Reminders that depend on somebody remembering.
Chapter 2 — Map the process before you touch a tool
Write the current process as numbered steps, including the mistakes. Automating an undocumented process simply hides the mistakes behind a trigger.
Chapter 3 — Keep the human moments human
Automate the preparation, not the relationship. Reminders, drafts, data entry and scheduling are fair game; apologies, negotiations and bad news are not.
We document the operating procedures, automations and templates that let a small team behave like a large one.
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