Automate your operations

Lesson 1 of 9

Find the hours: a 15-minute time audit

Before you automate anything, find out where your week actually goes. A quick, do-it-now audit that points you straight at the jobs worth removing first.

The mistake almost everyone makes is automating the interesting job instead of the expensive one. The interesting job is the clever chatbot. The expensive job is the fifteen minutes a day you spend chasing money you are already owed. This lesson is a short audit to find the expensive ones, so the rest of the course is aimed at the right targets.

Do not skip it. Ten minutes here saves you from automating something that never mattered.

The audit, right now

Grab a piece of paper or open a blank note. You are going to list the jobs that eat your week. Not projects, not the actual work customers pay for. The admin. The repeat tasks. The bits between the real work.

Write down every recurring task you can think of in the next five minutes. Prompts to get you going:

  • What do I do first thing every morning?
  • What do I put off because it is boring?
  • What question do customers ask me for the tenth time this week?
  • What do I retype or copy and paste often?
  • What falls through the cracks when I get busy?

You will probably land on eight to twelve things. Chasing invoices. Answering “are you free Thursday”. Sending quotes. Booking jobs in. Following up. Asking for reviews. Sorting the inbox.

Score each one

Now put three quick numbers next to each task. Do not agonise, a rough guess is fine:

  1. How often? Times per week.
  2. How long each time? In minutes.
  3. Does it need your brain, or just your hands? Mark it H for hands (anyone or anything could do it) or B for brain (real judgement needed).

Multiply the first two to get minutes a week. A five-minute job you do four times a day is a hundred minutes a week, nearly two hours, more than a full day a month. That number is usually a surprise, and it is the whole point of the exercise.

Read the list

Two things jump out once it is on paper.

First, the hands jobs with a big weekly number are your automation shortlist. High volume, low judgement, that is the sweet spot. A machine does not get bored or forget, which is exactly why these jobs go wrong when a human does them at four on a Friday.

Second, the brain jobs are not for automating away, but AI can still take the first draft off you. Writing a tricky reply is a brain job, but starting from a decent draft instead of a blank page still saves you half of it.

Circle your top three hands jobs. Those are the ones this course sets up next, and the good news is you have almost certainly circled invoice chasing, missed calls, or repeat emails, because nearly everyone does. That is not a coincidence, it is why we built the next lessons around exactly those.

Keep the list

Do not throw the paper away. At the end of the course, in the “decide what is worth it” lesson, you will come back to it and put a rough pound value against the top jobs, so you can see the payback in money, not just minutes. For now you have done the important part: you know where your time actually goes, instead of guessing.

Next up, the fastest payback on the list for almost every business, and it is not even really AI: getting your invoices to chase themselves.