Blog • Automation

When to Automate a Workflow

A short way to decide which admin tasks are worth automating, and which should stay manual.

Repeat it often enough

If the same steps happen every day and the rules are stable, automation usually pays off. One-off tasks are cheaper to leave manual.

Keep a person on the decision

Classify, extract, and route automatically. Let someone approve anything that changes money, access, or a customer promise.

Start with one queue

Pick a single inbox, form, or document type. A small workflow you can measure beats a platform that tries to automate the whole company.

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