Five questions to ask yourself
Does it come round often?
Every day or every week. The more often a task comes up, the more time it frees up.
Could you explain it to a new starter?
If you can say “in this case, we do that”, the agent can learn it. The rules are often hidden in your team's habits.
Does it start from documents?
Invoices, purchase orders, reports, emails, forms: the agent learns from these real documents.
Can a mistake be caught in time?
To begin with, pick a task where a check is possible. The amber and red lights take care of the rest.
Will the gain show quickly?
A task your team finds long and tedious is a good start: everyone will see the difference.
Examples of good first tasks
- Capturing supplier invoices and checking the amounts.
- Preparing client reports from your data and your template.
- Following up with clients according to your rules.
- Checking that a file is complete before it goes out.
- Sorting incoming emails and drafting replies.
What to keep for later
Tasks that call for a different judgement each time, tasks that come round once a year, or tasks that don't start from any document: they aren't ideal to begin with. They stay with your team, who keep the analysis and the decisions.
A simple test
Try writing the task as a few sentences that start with “if… then…”. If you can, it's a good candidate. If you're unsure, that's exactly what the call is for: we look for it together.
Before the call
No need to prepare any documents. Just think about the task that weighs on you most, and how your team handles it today. That's all it takes for a useful 30 minutes.