1. Identifying repetitive work
Automation begins when you realize you are repeating the same actions every day: copying information, replying to similar messages, organizing data, or updating systems manually. None of this requires creativity or decision-making, only time and attention. When a task follows the same pattern consistently, it can be automated, freeing you to focus on what truly matters.
2. Defining process rules
Once the task is identified, the next step is defining simple rules, such as “when something happens, do this.” Automation works through clear logic: an initial event triggers a sequence of actions. This transforms a confusing process into something organized and predictable, without relying on memory or constant manual effort.