Solution
The work nobody wants to do
Every company has a task done every morning that takes forty minutes and requires no thought. That is the good candidate — not the most complex process, but the most repetitive one.
The problem today
Data is copied from one system into another by hand. The same report is produced every Monday in the same way. Someone checks whether a thing has arrived, and then whether it was paid. This is time that shows up nowhere, because it is scattered half an hour at a time.
What you get
The steps a person performs today by a fixed rule start running on their own and come back to you only when the decision is genuinely yours.
- Moving data between systems without retyping.
- Scheduled checks — what is missing, what is overdue, what does not match.
- Finished reports on a given day and hour, in the right person’s inbox.
- Approvals: a person confirms with one click instead of preparing it all again.
- A log of every run — when it went, what it did and where it stopped.
Where to start
With a task done at least weekly, governed by a clear rule, that today takes more than half an hour. If the process changes every time and depends on judgement, automating it is expensive and brittle — leave that for later.
Frequently asked questions
Does it connect to the software we already use?
It depends on the software. If it has an interface for exchange or exports files, yes. If it is an old system with no way out, the honest answer is that a workaround has to be found.
What happens if the automation gets it wrong?
It stops and tells you rather than carrying on. Steps with consequences — paying, sending outside, deleting — ask for a person by default.
How many processes can we run?
As many as you decide. You pay for usage, not per automation.
Pick one task
Describe the dullest repetition in your week. It is also the cheapest one to automate.