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1. Foundations
Find a recurring process, give AI a useful instruction, and check the result against real work. Start small: one process, one input, one clear test.
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2. Your First Automation
Map a small recurring process, handle its exceptions, and test it end to end. Practice with intake, document collection, and your own real task.
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3. The Teardown Method
Break a recurring process into steps. Separate decisions from data movement, locate the bottleneck, and decide what deserves automation.
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4. Pattern Library
Recognize recurring process shapes: quote-to-delivery, intake, document collection, reporting, and approvals. Apply the shape to your own work.
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5. When It Breaks
Decide who owns a system after the demo. Learn to test, hand off, recover from failures, and choose whether to build, buy, or get help.
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