Which tasks are useful candidates for automation?
Look for repeated work with a clear starting point, reliable input and an outcome you can check. Connecting an enquiry to a customer record or moving an approved order to another system are examples worth discussing.
- Moving information between existing business tools
- Creating tasks or records from agreed triggers
- Preparing content drafts for review and publication
Where can AI fit into a workflow?
AI can help with work such as preparing drafts, organising text or extracting information for review. The workflow should define what information it may use, how its output is checked and which actions need a person to decide.
What happens when something goes wrong?
A useful automation needs a way to deal with missing data, duplicate requests and unavailable services. We can define what should be retried, what should stop and where someone can see and resolve a problem before building the connection.
See related work
- Hand Painted Backdrops — The business behind the backdrops: orders, customer relationships and a mobile workspace.
- FleetPad — Vehicle checks, run sheets and driver records in one connected system.