Resources
We build automation for a living, but we spend a lot of our time helping business owners figure out whether to automate something before we ever talk about how. These resources capture the thinking we use on those conversations.
Everything here is free. No email gate on the articles. The assessment tool asks for an email at the end so we can send you the PDF brief, but you can run through it without committing to anything else.
Run a project through our free assessment
If you have a specific process in mind and want a written brief on whether it's worth automating, this is the fastest path. Answer about 20 short questions and we'll send you a PDF with the math, the four-lens breakdown, and a clear recommendation.
Run the assessment: Is This Worth Automating?
Or read through how we think about this
The articles below cover the framework, the decision signals, and worked examples for a couple of the most common automation candidates. Read them in any order; each stands on its own.
Start here if you're not sure whether to automate something:
- When Not to Automate: 7 Signs Your Project Isn't Ready — the situations where automation will cost you more than the manual work it replaces
- How to Spot a Process That's Ready to Automate — the seven signs that tell us a project is ready to build now
The framework behind our recommendations:
- The Four Lenses: How We Evaluate Whether Automation Is Worth It — the four-lens framework we use to evaluate projects across cost, revenue, risk, and quality of life
Worked examples for common automation candidates:
- Is It Worth Automating Lead Follow-Up? — the math and the judgment calls for one of the most common front-office automation targets
- Is It Worth Automating Invoice Processing? — the same evaluation applied to the most common back-office target
Ready to talk?
If you'd rather just have a conversation, that works too. Most of our best projects start with a 30-minute call where we walk through what you're considering and tell you straight whether it's worth pursuing.