Deciding what to automate.
A practical framework for choosing the right work to automate first, and the work that should remain human.
The supplied hero is cropped by its own master: the top of the headline and the foot of the second button fall outside the image. The headline and both controls here are live, so nothing is lost.
Deciding what to automate.
A practical framework for choosing the right work to automate first, and the work that should remain human.
The supplied hero is cropped by its own master: the top of the headline and the foot of the second button fall outside the image. The headline and both controls here are live, so nothing is lost.
Principles 01 to 05
- 01 Automation is not the goal.
- 02
- 03
- 04
- 05 Evaluate data readiness.
The plate is painted as principles 01 to 04 in its own manifest but runs to 05. The plate is published as it is painted.
Principles 01 to 05
- 01 Automation is not the goal.
- 02
- 03
- 04
- 05 Evaluate data readiness.
The plate is painted as principles 01 to 04 in its own manifest but runs to 05. The plate is published as it is painted.
Principles 05 to 08
- 05
- 06
- 07
- 08
Principles 05 to 08
- 05
- 06
- 07
- 08
Automation candidate matrix
- Six criteria scored against Projects A, B and C TBD
Score guide: H / M / L. All scores: TBD. Human confirmation required.
Automation candidate matrix
- Six criteria scored against Projects A, B and C TBD
Score guide: H / M / L. All scores: TBD. Human confirmation required.
Automate, assist, keep human
- Automate
- Assist
- Keep human
Human confirmation required for all outcomes.
Automate, assist, keep human
- Automate
- Assist
- Keep human
Human confirmation required for all outcomes.
Decision worksheet
- Nine questions TBD / Notes
Status: NEEDS REVIEW. Owner: TBD. Next step: TBD.
Decision worksheet
- Nine questions TBD / Notes
Status: NEEDS REVIEW. Owner: TBD. Next step: TBD.
Red flags, approval workflow and human confirmation
- Red flags
- Example: approval workflow
- Human confirmation required
No automation without accountability.
Red flags, approval workflow and human confirmation
- Red flags
- Example: approval workflow
- Human confirmation required
No automation without accountability.
Related notes and staying in the loop
- Strategy: Mapping a Manual Process How we turn day-to-day work into a clear map before writing a single line of code.
- Operations: Designing Human Approval Steps Why the right approvals build trust, accountability, and better outcomes.
- Integrations: Connecting a Website to an Internal Workflow Linking forms, data, and actions so your site drives the work, not just collects it.
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Two of the three painted notes, Mapping a Manual Process and Designing Human Approval Steps, have no page on this site, so they carry no control. Only the third resolves.
Related notes and staying in the loop
- Strategy: Mapping a Manual Process How we turn day-to-day work into a clear map before writing a single line of code.
- Operations: Designing Human Approval Steps Why the right approvals build trust, accountability, and better outcomes.
- Integrations: Connecting a Website to an Internal Workflow Linking forms, data, and actions so your site drives the work, not just collects it.
Two of the three painted notes, Mapping a Manual Process and Designing Human Approval Steps, have no page on this site, so they carry no control. Only the third resolves.
Automate the friction, keep the judgment.
Publication status
Every status, count, date, metric and credit on this page is To Verify. Nothing here is published as a verified outcome.
What is not verified on this page
- Every cell of the automation candidate matrix, painted TBD.
- Every answer in the decision worksheet, painted TBD with owner and next step TBD.
- The worksheet status, painted Needs review.
- The bodies of principles 02, 03, 04, 06, 07 and 08, which the artwork paints but the rendered master does not resolve legibly.
Start a project
Every build starts with a problem worth solving. The eight-step brief is the way in.