1. Map repetitive work
List tasks repeated weekly: emails, lead follow-up, content, reports, support, research, scheduling, and data entry.
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2. Score business impact
Rank each task by time saved, revenue gained, cost reduced, quality improved, and speed to automate.
3. Start approval-based
Let AI draft, summarize, route, and recommend first. Add autonomous execution only after quality is proven.
4. Connect the stack
The winning system connects forms, email, CRM, calendar, docs, analytics, and human approvals.
5. Measure outcomes
Track response time, booked calls, tickets resolved, content published, hours saved, and revenue recovered.
6. Productize the workflow
Once a workflow repeats, convert it into a template, SOP, dashboard, or reusable AI agent.