CHECKLIST · AUTOMATION
What Business Tasks Should You Automate First?
A grounded way to identify repetitive work that may be suitable for workflow improvement.
Look for repeatability
Start with work that occurs often, follows recognizable steps, creates avoidable re-entry, or waits on a predictable approval. Document the current process before automating it.
Keep a human boundary
Automation opportunity is not a promise of savings. Preserve review, exception handling, and ownership where a decision needs judgment.
MatLux educational content is general information. Examples are illustrative and do not replace professional accounting, legal, or financial advice.