Leveraging AI 10 | Automate Your Success: A Comprehensive Roadmap from Basic Automation to AI Genius, with Shawn David, an automation expert
20 snips
May 2, 2023 AI Snips
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Episode notes
Break Processes Into Recipe Steps
- Map processes by breaking them into ordered steps like a recipe to spot automation opportunities.
- Label tasks as repeatable or manual and prioritize automating repeatable, boring tasks that don't need humans.
Start With The Process Owner
- Start with the person who knows your operations best to list and prioritize processes for automation.
- Use repeatability and human involvement as primary filters to pick low-effort, high-value automations.
Automate First With No-Code
- Use no-code tools (Zapier, Google/Microsoft flows) to connect apps and automate triggers before writing code.
- Implement simple triggers and actions first to validate workflows quickly and cheaply.