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Automate a work process

Take one repeating task and turn it into something that runs reliably, with a person where it counts.

5 lessons1h 1m
Start lesson 1

Who it's for

You run or support a process that eats time every week, and you can use tools like Zapier, Make, or a developer on your team.

What you'll be able to do

You have a mapped process, a clear place for AI in it, and a plan for review and failures.

Lessons

  1. 1Map the task as it really happensAvoid automating the version of the process that only exists on paper.13 min
  2. 2Choose where AI belongsUse AI only on the steps that need it.11 min
  3. 3Connect the stepsMake the AI's output usable by the next step.15 min
  4. 4Design the human reviewMake review quick enough that people really do it.11 min
  5. 5Keep it running after launchStop your automation breaking quietly.11 min