A simple framework for deciding what to automate vs. keep manual

You’ve heard that AI can help you get more work done, faster. But where do you start? To know what to automate, you’ll need to identify tasks that are repetitive, rule-based, and easy to check. Then you’ll need to set up a workflow that can run without constant supervision but flag failures before they cause problems. Finally, you’ll need to leave enough room for human judgment where a mistake could be costly to undo. If you’re on our website, you’re probably also considering the privacy and security implications of workflow automations. You’ll need to know where your business and client data goes, who can access it, and how it will be used. In this guide, we’ll walk you through each of these decisions, step by step, to help you spot good candidates for automation and run a pilot that saves your team valuable time. What is workflow automation? Workflow…