Below is a preview of what's inside. The complete, downloadable resource is available to active members.
What does the AI automation guide cover?
- Format
- Process guide
- Covers
- Identifying repetitive tasks, mapping workflows, prioritising by time reclaimed, platform selection
- Best for
- Owners doing the same manual task more than five times a week
What the preview includes
- Step 1: Identify Repetitive Tasks
List every task your team does more than five times a week that follows the same steps every time — data entry, follow-up emails, appointment scheduling, invoice generation. These are the highest-ROI automation candidates. - Step 2: Map Your Current Workflow
Before automating anything, document the manual process exactly as it happens today, including the exceptions and edge cases — automating a broken process just produces broken results faster. - Step 3: Prioritize by Volume × Time Saved
A task done 50 times a week saving 5 minutes each beats a task done twice a month saving an hour — automate for total time reclaimed, not for the most impressive-looking single task.
- Platform selection framework (n8n vs. Make.com vs. Zapier vs. custom)
- ROI measurement template for automation projects
- AI chatbot deployment checklist
- Common automation failure points and how to avoid them
Full download available to members