Find the Repetitive, Manual Bottleneck
Look for workflows that are: • Repeated frequently (daily or weekly) • Involve multiple handover points between people or teams • Currently tracked through email, WhatsApp or spreadsheets • Prone to delays because someone forgets to action their step • Creating visible frustration for the team
Common First Automation Candidates
• Leave and expense approvals • Customer enquiry routing and follow-up • Document submission and review processes • Event or booking registration workflows • Onboarding checklists for new staff
Map Before You Automate
Document the current process exactly as it works today — including the workarounds and shortcuts. Understand why each step exists before deciding which to automate, simplify or remove.
Start Small, Prove Value, Expand
Automate one workflow end-to-end. Measure the time saved, error reduction and team satisfaction. Use these results to build the case for automating the next workflow.