Automation is powerful, but it’s not a magic wand.
A common trap: building workflows just because the tech allows it.
True value comes when automation is a digital mirror of real business processes—not a patchwork of cool features.
What happens if you don’t align?
· Automations run, but business goals stall
· Teams bypass workflows (‘shadow processes’)
· You fix tech issues constantly, instead of moving forward
What does aligned automation look like?
· Every trigger, task, and message maps to an actual customer or team need
· Manual “exceptions” are built in, not ignored
· Data flows support real decisions, not just dashboards
The best automations don’t just replace work. They optimize how your business runs