The Automation Triage

Exhibit PT-0040Drawer: MarketingFiled Sep 1, 2026intermediate

Automation strategy

automation strategycross-industrytool-agnosticautomationefficiencyopsintermediate
Entry PT-0040 · full textReceived

Here are the repetitive tasks my team does weekly: [PASTE TASK LIST WITH ROUGH HOURS]. Triage them for automation: score each on hours consumed, error cost when done manually, and how judgment-heavy it is. Recommend the first three to automate, the one to never automate, and for each recommendation, the simplest tool class that solves it (do not reach for AI when a Zapier rule works).

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Inputs needed

  • #Task list with hours
The receipts

What good output looks like

Scoring on all three axes, a never-automate pick with reasoning, simplest-tool recommendations (not AI-washing).

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The stream

Reading the room…

Same drawer