AUTOMATION
Where workflow automation helps
Find repetitive tasks that can be simplified while keeping people in control.
1. Map the current process
Write down the steps, data inputs, handoffs and exceptions before choosing a tool.
2. Start with a bounded task
Choose a repeatable workflow with clear inputs and outcomes. Avoid beginning with the most ambiguous task.
3. Keep review points
Decide which outputs need approval and what should happen when information is incomplete or uncertain.
4. Measure the change
Compare time, error rates and user experience while recognising the cost of setup and maintenance.
