Guides
Practical notes on workflows, automation and software.
Automate, integrate or build? A simple way to choose
Three questions that help you decide between automating a task, connecting your tools and building custom software.
How to map a workflow in an afternoon
A simple, practical way to see how a workflow really works and where time is lost, using paper or a whiteboard.
Is your workflow ready to automate? A 10-question checklist
Tick what is true for one of your workflows to get a rough idea of whether it is ready to automate or needs clarifying first.