Track a full week of tasks with quick, honest notes: what started the work, what you touched, and what made you wait. Tag activities like outreach, admin, or delivery. Patterns jump out fast: duplicate emails, manual file naming, or endless copying. Those loops are perfect candidates for reliable, repeatable automations.
Every repeatable action begins with a clear event: a new form submission, a row added to a database, a status change in a board, or a scheduled time. Write them explicitly. Triggers anchor your workflow, define inputs, and help you pick tools that listen well, retry gracefully, and never miss important signals.
Not every step should be fully automatic. Add lightweight checkpoints where quality, ethics, or legal sensitivity matters. Approve a proposal before sending, review a draft invoice, or confirm personal data handling. A simple checkbox, email approval, or Slack prompt can protect relationships and reputation while keeping momentum strong.
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