List the jobs you do every week, and four questions sort them into automate, assist or keep. Try the free tool: https://www.stephenthorn.com/tools/what-to-automate-first/
The four questions
List up to five things you or your team do every week, and answer these for each:
Do you follow the same steps every time, or is it different each time?
Does it need real judgment, or could anyone follow the steps?
Are the inputs already digital: email, a spreadsheet, a CRM, a form?
How bad is a mistake: easily fixed, or costly?
Bucket 1: Automate it
Same steps every time, low judgment, digital inputs, cheap mistakes. Write the steps down once and hand them to n8n, Zapier or Make, or a scheduled ChatGPT or Claude task. Check the first twenty outputs by hand before you trust it.
Bucket 2: Assist with AI
Not quite automatable, but AI can carry real weight. Save one good prompt for it, run it every time, and keep a person on the final check.
Bucket 3: Keep a person on it
Needs real judgment, or a mistake would be expensive or embarrassing. Use AI only to prepare the inputs (summarize, sort, draft) and leave the decision with a person.
Then pick by hours saved
The tool estimates the hours a year each task could give back, so you start with the one worth doing, not the loudest one.