Where to start the audit
Start not with tools, but with a list of repetitive actions. If a certain step is repeated every day or several times a week, it is already a candidate for automation.
- repeated first responses
- manual recording of customers
- reminders and follow-up
- copying data between services
How to choose the first scenario
The first scenario should be painful, frequent, and simple enough to run quickly. That is why the first response, recording or internal notification often gives the best starting effect.
Why not automate everything at once
When a business tries to cover everything, it ends up with a complex project that is difficult to complete and even more difficult to maintain. It is better to start one useful flow and already on it see where the next logical step is.
What changes after the first MVP
The team stops wasting time on the most obvious routine. Clarity appears: which tasks are really worth automating further, and which are better to leave manually.