Wiki field · 4 notes
Process & Planning
How to scope, buy, and roll out automation without regretting it.
How to scope an automation project before you buy
The interview-first method for scoping automation — define the problem, map the real workflow, cut scope ruthlessly, and know what "done" means before any tool is chosen.
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Teaching an AI your way of working
Why AI output quality is mostly an instructions problem, and how written playbooks turn a generic assistant into one that works like your business.
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Get your information in order before you point AI at it
AI is only as organized as the information you feed it. Information architecture is the unglamorous groundwork most businesses skip. The three questions that expose your mess, why structure beats volume, and how to fix only the slice you're about to use.
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Design the workflow before you automate it
The fastest way to waste money on automation is to automate a process nobody ever designed. Map what really happens, delete the steps that shouldn't exist, make the fuzzy rules explicit, and plan for failure. Then, and only then, automate.
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