If you’ve been thinking about automation but don’t know where to begin, you’re not alone. Many businesses overthink the starting point—and end up doing nothing.

The truth is, your first automation doesn’t need to be huge. In fact, it shouldn’t be.

The smartest strategy is to start small. Fast. Focus on a workflow that’s simple, repetitive, and currently being done manually.

Why Small Wins Matter

Small automations are quick to build, easy to test, and show measurable results. When your team sees a manual task eliminated, they start to believe in what’s possible.

Examples of Great First Automation Projects

• Automating the conversion of a spreadsheet to a report PDF

• Triggering a follow-up email after form submission

• Routing service tickets based on keyword detection

Avoiding the Big Bang Mistake

Trying to automate a large, complex process as your first win often delays results and overwhelms everyone involved. You don’t need to boil the ocean. Just start with one faucet.

Here’s What Happens When You Start Smart

• You save time immediately

• You gain internal buy-in

• You set the stage for bigger wins

Ready to Automate?

We’ll help you identify one manual task and automate it for free—no commitment, no jargon. Just results.