Common examples include copying information into a CRM, checking whether a follow-up is due, producing the same report, answering recurring internal questions and researching companies before a meeting. The work may be necessary, but not every step requires human attention.
Look for the hidden loops
Ask where people repeat the same sequence, wait for the same information or move data between the same systems. Record frequency, effort, inputs, decisions and the point at which a person must review the result.
How to identify it
Good candidates are frequent, reasonably consistent, measurable and low risk to test. Processes involving sensitive judgement, unclear ownership or rapidly changing rules need more design before automation.
What makes a good candidate
Repetitive work is often spread across small tasks rather than one obvious project. Inbox management, CRM updates, follow-ups, reporting and internal requests can quietly absorb capacity every week.
Practical next steps
- Choose a workflow with a clear owner and outcome.
- Document the inputs, decisions, approvals and exceptions.
- Test a small version and measure what changes.
Turn insight into action
Understanding the opportunity is the first step. The next is identifying which processes are actually worth automating.
Explore the next step