Automation can save your team hours every week, but only if you point it at the right work. Try to automate everything at once and you will waste effort on edge cases. The trick is knowing where to start.
Look for the three Rs
Repetitive — the same steps happen over and over, the same way.
Rules-based — decisions follow clear logic, not judgment or nuance.
Recurring — it happens often enough that small savings add up.
A process that is all three, like routing support tickets, onboarding a new hire’s accounts, or sending follow-up emails, is usually a great first candidate.
Map the process before you automate it
Automating a broken process just makes the mess happen faster. Before you build anything, write down each step, who does it, and where it slows down. Often you will find steps that can simply be removed, which is even better than automating them.
Start small and measure
Pick one high-volume, low-risk process, automate it, and measure the time saved. A quick win builds trust and gives you a template for the next one. From there you can connect the tools you already use, your CRM, email, calendars, and ticketing, into workflows that run themselves.
Cloud2Networks builds business-process automation around the tools you already run. Book a free consultation to find your best first automation.
Automation can save your team hours every week, but only if you point it at the right work. Try to automate everything at once and you will waste effort on edge cases. The trick is knowing where to start.
Look for the three Rs
A process that is all three, like routing support tickets, onboarding a new hire’s accounts, or sending follow-up emails, is usually a great first candidate.
Map the process before you automate it
Automating a broken process just makes the mess happen faster. Before you build anything, write down each step, who does it, and where it slows down. Often you will find steps that can simply be removed, which is even better than automating them.
Start small and measure
Pick one high-volume, low-risk process, automate it, and measure the time saved. A quick win builds trust and gives you a template for the next one. From there you can connect the tools you already use, your CRM, email, calendars, and ticketing, into workflows that run themselves.
Cloud2Networks builds business-process automation around the tools you already run. Book a free consultation to find your best first automation.