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What should you automate first in your business?

Choose one repeated job with a clear outcome, usable inputs and a way to check the result. A practical worksheet for your first AI workflow.

Based on Nick Puru’s published work. Explore the original sources ↗

THE SHORT ANSWER

Start with a repeated task that has a clear finish line and a person who can check the result. Measure how the job works today, test AI on a small sample, and include review time when you compare the two. A task that saves time after checking is a stronger candidate than a flashy demo.

Choose a job someone already does

Look at the work between your existing tools: collecting information, drafting routine replies, preparing reports and following up on missing details. Choose a specific piece of that work with a clear input and output.

A useful first scope might be preparing a draft reply from an incoming enquiry. ‘Automate customer service’ leaves too many decisions undefined. Who receives the draft? What information may it use? Who handles a complaint or a request outside the normal process?

Write down the starting point

Use recent work to establish a baseline. Record how often the task happens, the time it takes to finish, and the corrections people already make. Name the person responsible for deciding whether a new output is acceptable.

  • Input: what starts the job, and where does that information live?
  • Output: what must exist when the job is finished?
  • Quality: what makes a result usable, and what makes it fail?
  • Exceptions: which cases need a person to decide?
  • Owner: who checks the work and maintains the instructions?

Compare a few candidates

Use this worksheet to compare real tasks in your operation. It is a discussion tool, not a universal scoring formula.

QuestionStronger first candidateNeeds more preparation
Does it repeat?Enough examples to testRare or constantly changing
Can you explain the result?A clear, checkable outputSuccess depends on unwritten judgment
Are the inputs available?Known, accessible recordsMissing or conflicting information
Can you catch a mistake?A reviewer checks before actionAn error reaches a customer immediately
Does it free useful capacity?Time goes to a named priorityNobody knows what the time is worth

Run a small test before connecting everything

Reprise’s implementation approach starts with an agreed scope, a goal and the people doing the work. Nick’s five-day exercise gives you a simple way to test a task before investing in an integration.

Try ordinary inputs and an awkward case. Keep the original records so you can compare outcomes. Count preparation, review and rework as part of the new process. If the result needs rebuilding by hand, narrow the task or improve the instructions before expanding it.

Make the next decision from the test

At the end, you should have a short process description, examples of acceptable work, a list of exceptions and a measured comparison. That is enough to decide whether to automate, keep testing manually or leave the job with your team.

Use the time recovered for a specific purpose: responding sooner, clearing a backlog or giving a specialist more room for higher-value work. Hours freed are capacity; they become a business result when that capacity is used.

GO TO THE ORIGINAL

Sources behind this guide

Explore Nick’s original material and the Reprise approach this guide draws on.