How to Identify What Should and Shouldn't Be Automated
A simple framework for deciding which tasks are safe to automate and which ones still need a human.
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Learn this topic with a mentor
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- Bring your own work — code, campaign, report or plan
- Mentor matched to this topic
- Time, format and fee confirmed by email first
What this session would cover
Proposed outline — the mentor finalises the agenda once this topic is scheduled.
- 1Criteria: frequency, rules, risk, reversibility and judgement
- 2Scoring tasks with a simple matrix
- 3Tasks that look automatable but shouldn't be
- 4Partial automation: assist rather than replace
- 5Considering the people affected
- 6Applying the framework to your own tasks
Who it's for
- • Managers and process owners
- • Anyone planning automation
You'd leave with
- An automation decision matrix
- Scored tasks from your own work
- Clear reasons for each decision
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