Playbook 01
A practical way to find the first workflow worth improving before comparing tools.
4 stepsOperators and founders30-day pilot
- 01
Step 1
List the workflows that repeat every week.
- 02
Step 2
Score each workflow by time spent, error rate, and business value.
- 03
Step 3
Pick one workflow where output quality can be checked by a human.
- 04
Step 4
Match the workflow to a use case and shortlist tools only after that.
Outcome
- 01Does the workflow repeat often enough?
- 02Can a person review the output quickly?
- 03Is the data safe for a third-party tool?
- 04Can you measure success within 30 days?
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