Not everything should be automated. My test is short: if a task repeats, build it once. If it doesn’t, do it by hand.
Automation has a setup cost and a maintenance cost. A task you do every week pays that back. A task you do once never does, and an automation built for it becomes one more thing to maintain.
A quick test
- Has this happened at least three times?
- Will it happen again next month?
- Can you describe the steps in plain words?
Three yeses mean it is a good candidate. If you can’t describe the steps, you are not ready to automate them. Write them down first.
Start with the dull tasks
Research before a call, call notes, CRM clean-up and a weekly summary are repetitive, low-risk and easy to check. That is where AI drafting fits. Judgment calls, pricing and anything that changes how a customer is treated stay with a person.
The catch
Even a repeated task needs a person on the write. Automate the draft, not the decision.
If you want this built around your own pipeline, email me or see RevLathe.
I’m Seth Levanen. I find the AI shortcuts that keep the quality and drop the busywork. Email me if you want to talk about it.