PDF · 9 pages
The honest guide to automating without the mess
What to do before you touch a tool — the process-first playbook that saves months of rework.
This is example content for the guide — edit it freely later. Before you automate anything, map the process and fix what is broken. Automating a messy process just gives you a faster mess.
Start with the process
Write down how the work actually happens, step by step. Cut what is not needed. Standardise what is. Only then decide what to automate — and what to leave to a person.
