Fix the process before you automate it

I've seen this happen a lot: someone takes a messy manual process and bolts AI onto it. Now the mess just happens faster.

Before you automate anything, write the steps on paper first. If you can't explain the process to a friend in plain words, the automation will be a mess too.

Simple example: following up with leads. The messy version is "check my notes, maybe text them, maybe email them, depends on my mood." The clean version is "every new lead gets a text in 5 minutes, an email in 1 day, and a call reminder in 3 days if no reply."

Once the steps are that clear, the automation is almost easy to build.

My rule now: automate the second version of a process, never the first. The first version is where you learn what the process actually is.

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Fix the process before you automate it

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