Less chasing. More work moving.
When people copy information between tools or chase approvals by email, start with the process. Connect the steps that slow your team down.
Start with one repeatable process.
Describe what starts the work, who handles it and where it gets stuck. Workflow automation should follow a clear business need, not add another tool to manage.
- Map recurring tasks and their handoffs.
- Identify document processing steps.
- Separate routine decisions from work needing review.
Move requests between people and systems.
Build around the systems your team uses and the decisions each person needs to make.
- Microsoft Power Automate for recurring workflows.
- API integration to connect information across systems.
- Approval workflows and automated notifications to move requests forward.
Spend less time preparing the next update.
Extend a clear workflow to the information people need afterward. Keep the purpose and review steps visible as automation grows.
- Reporting automation for recurring updates.
- AI-assisted business processes for suitable tasks.
- Review the workflow as business needs change.
Before you automate
Do we need AI for every workflow?
No. A defined approval or notification process may call for straightforward automation. AI-assisted steps should have a specific purpose.
What should we bring to the conversation?
Choose one recurring task. Describe its inputs, the tools involved, who approves the work and what a useful result looks like.
Which task keeps coming back?
Start with the repeated work you would most like to simplify.