Choosing What to Automate First

Written  by
Emily Davis
October 7, 2023
Team reviewing automation candidates on a screen

Automation Is Not a Goal

Automating a rare, low-value task produces a clever demo and no return. The task worth building for is the one that happens constantly, follows clear rules and costs real money when it goes wrong.

Scoring matrix for automation candidates

Score Before You Build

Rank every candidate on the same four measures and the shortlist usually writes itself.

  • How often the task runs
  • How rules-based the decision is
  • What a single error costs to unwind
  • How much effort the build genuinely takes
“Automate the repetition. Keep the judgement.”
Emily Davis
Operations lead checking an automated workflow

Leave Judgement With People

The strongest results come from automating the routing, chasing and reporting around a decision while leaving the decision itself with the person accountable for it.

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