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Automation

Automation basics

Automation means a job runs without you starting it each time. It's the last step, not the first: automate only what you've already done manually with AI and trust.

The honest promotion path

01Do it yourself once
02Do it with AI in chat
03Make it a playbook
04Run it on a schedule
05Remove approvals slowly

Each step earns the next. Most people try to jump from 1 to 4 — that's where the horror stories come from.

What's actually worth automating

Good candidates are frequent, boring, and checkable: weekly report drafts, sorting incoming files, first-pass replies, meeting summaries. Bad candidates are rare, high-stakes, or fuzzy: anything legal, anything involving money, anything you'd struggle to check.

The one design rule

Every automation needs an answer to: "What happens when it fails?" Because it will — an input will be weird, a service will be down. If your answer is "I get a message and the job waits for me," you're fine. If it's "nothing, it just keeps going," stop and fix that first.

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If this helped

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Next step: Plan a workflow