Playbook / Lessons / The system runs: operating cadence
Cash-flow businessFind the repetitive work where people bridge your software
Noble says to start automating by finding the workflows that take up most of employees' time and are repetitive or recurring, which she calls ideal candidates for automation. She also points to any place where a person acts as a bridge between software platforms as a good candidate, since staff should not run interference between apps. She adds that automation can make it easier to share and transfer knowledge between departments.
“Understand what apps are being used and how they talk to each other.”— Wren Noble, How to automate your business: A guide from Zapier, Jun 2021
Do this
Ask your team where they copy information from one tool into another by hand, and pick the first one to automate.