Business Automation Knight

Which Process Should You Automate First (The 80/20 Pick)?

Efficiency directs you to automate tasks that consume time yet deliver little value; apply the 80/20 rule to prioritize the […]

Over a simple three-step process, you assess workflows, prioritize high-impact tasks, and plan phased implementation with measurable KPIs to reduce

With clear goals and measurable processes, you can assess whether automation fits your operations; use this checklist to evaluate readiness

With process mapping and stakeholder interviews, you pinpoint approval delays, redundant steps, and handoff gaps, quantify wait times, and assign

Most AI voice agents detect missed calls, capture caller details and intent, transcribe voicemails, prioritize urgency, and present clear callback

Just enforce clear operating hours, buffer windows between appointments, and defined service areas so you stop double bookings, reduce travel

Just gather task names, durations, frequencies, and required tools so you can map every manual activity; organize entries by role,

Many AI interactions require a clear, documented handoff so you can maintain context, safety, and accountability. Define triggers, provide concise

It’s wise to ask industry-specific questions so you can assess fit, budget, timeline, decision-makers, pain points, and success criteria to

Key Takeaways: Define clear routing objectives and SLAs (response time, contact attempts, conversion priority) to align call flows with lead