Automate the boring thing first.

Automation repeats whatever process you give it, including its mistakes. This is the sort that tells you which tasks to automate first, and which to leave with a person.

  • Frequent It happens every day or every week, not once a quarter (Test 1 of 4, step 3)
  • Same steps The same steps and predictable inputs every time (Tests 2 and 3 of 4, step 3)
  • Clear result A correct answer that anyone can check (Test 4 of 4, step 3)

What is inside: 6 steps in 4 pages

  1. List your five most frequent tasks. What the team does every day or every week.
  2. Score each one. Minutes it takes, and how much judgment it needs.
  3. Apply the four tests. Frequent, same steps every time, predictable inputs, a clear correct result.
  4. Write it down.
  5. Simplify, then automate.
  6. Measure it.

Go deeper: What to automate first