Lesson objectives
- Identify automation candidates
- Recognise tasks that should stay manual
Good candidates
- Adding new leads to your email platform and CRM.
- Sending confirmations, reminders and receipts.
- Tagging contacts based on actions.
- Notifying the team about new enquiries or sales.
- Moving data between tools (form → sheet → CRM).
Keep human
- Responding to complaints or sensitive requests.
- Negotiations and high-value sales conversations.
- Decisions that need context the system doesn't have.
Action steps
- List tasks you repeat weekly
- Mark each as automate, assist or keep manual
Checklist
- Automation list created
- Sensitive tasks kept human