Choose one real task
Choose a task you repeated this week, such as preparing a report or following up on an inquiry.
Make the steps visible
List the trigger, steps and expected result. Use one line per step. Mark decisions that need a person.
Measure current effort
Enter minutes per run and runs per week in the planner. Label guesses as estimates. The result measures current effort, not savings.
Test one improvement
Remove one duplicate step or try a template. Use fictional data first. Review any AI output before external actions.
Compare and keep what helps
Compare the same example before and after. Note time and mistakes. Keep useful changes and download your plan.
A practical guide
Map your first workflow
Turn a repeat task into a process you can see and a small improvement you can test.