Your first
automation plan.
Ready when
you are.

Choose one recurring task. Draft a small first step. Know what to check before you invest.

For example: https://www.linkedin.com/in/your-profile/

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8 pages · Fillable PDF

Cover of Your first automation plan: find a task, check the facts, start small.

Start with
one task.

Set aside 20 minutes.
Pages 2 and 4 are all you need for a first pass.

  1. Find the repetition.

    List three tasks that involve copying, chasing, checking or combining information.

  2. Choose a sensible candidate.

    Pick one with a clear owner, consistent steps and mistakes you can catch.

  3. Draft the first step.

    Use the brief on page 4 of the guide to describe the task, tools and what stays human.

Inside
the guide.

From a recurring task to a brief you can discuss.

  1. 02–04

    Find your candidate.

    Prompts to spot repetition, a completed sales-inbox example and an editable one-page brief.

  2. 05–06

    Check the value.

    A staff-time worksheet that includes review and upkeep, plus questions about costs and a sensible next step.

  3. 07–08

    Prepare for a first build.

    An ownership and testing checklist, a finance case study and a focused Operations Review.

A working
day back.
Every month.

One client’s result. Your opportunity depends on your workflow.

A finance team spent around one working day each month exporting, cleaning and combining expense records.

We connected the sources and created a consistent reporting layer. The team could use current data without repeating the monthly consolidation.

Read the finance case
  1. Collect
  2. Standardise
  3. Report

Bring one task.
Let’s find the next step.

In a 30-minute Operations Review, we’ll discuss your workflow, the tools involved and what needs checking before a build.

Book an Operations Review An unfinished brief is fine.