Automation should clarify work, not hide it.
Before automating a workflow, it helps to know what currently happens, where the pain is, and what should happen when something goes wrong.
Good Automation Candidates
- Repeated intake or registration steps.
- Reminder emails and follow-up sequences.
- Document collection and routing.
- Task creation from form submissions.
- Simple reporting and status updates.
- Project setup after payment or approval.
Readiness Questions
- What starts the workflow?
- What data is collected?
- Where should the data go?
- Who needs to approve or review it?
- What happens if the automation fails?
- Does the workflow touch sensitive data?
TLS maps the workflow first, then chooses the simplest reliable implementation.