PHASE 01
Automation audit
A short mapping of the workflows worth automating first.
Included
- Review current tools
- Find repeated work
- Rank opportunities
- Define the first build
Outcome: A clear automation plan.
PHASE 02
Build sprint
A focused build for one workflow.
Included
- Design the flow
- Connect tools
- Add AI steps where useful
- Test on real examples
Outcome: A working automation.
PHASE 03
Ongoing improvement
Automation as a managed layer.
Included
- Improve existing flows
- Add new automations
- Monitor issues
- Support the team
Outcome: Systems that keep improving.
Areas Mau443x automates
Common starting points.
Forms
Reports
Documents
Approvals
Follow-up
CRM updates
Tasks
AI summaries
Recurring admin