A decision framework for identifying work that benefits from automation—and work that still needs people.
Map the workflow first
Write down the actual steps, decisions, inputs and exceptions. Automation becomes risky when it accelerates a process nobody understands.
Look for repeated, rule-based work
Frequent handoffs, duplicate data entry and consistent transformation tasks are often promising starting points.
Check data quality
The quality and consistency of inputs determine how reliable an automated system can be.
Keep humans in control
Use reviews, approvals and clear escalation paths for ambiguous or high-impact decisions.
Start with a small measurable win
Try one workflow, measure time saved and error rates, and expand only after learning from actual use.
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