To determine if a task is automatable, ask three questions: 1) Does it move data between apps? 2) Does it involve complex decisions? 3) Are inputs/outputs consistent? If the answers are yes, no, and yes, it's a prime candidate.

Writing detailed documentation is a task most employees avoid. By recording a quick video walkthrough of a process (e.g., how to pull a report), that video can be shared, referenced, and then automatically transcribed by AI into a structured SOP, eliminating the friction of manual writing.

A common mistake when systemizing a business is trying to document every single process, which is inefficient and overwhelming. Instead, identify the few critical processes that are absolutely vital to your value delivery and focus all documentation and systemization efforts on those mission-critical areas first.

To find tasks ripe for AI automation, simply screen record yourself performing a repetitive, hour-long task. Then, upload the video to a multimodal LLM like Gemini 3 and ask it what parts can be automated and how much time you could save. This provides concrete, actionable suggestions.

Overcome the hurdle of documenting processes by recording a screen-share video of yourself performing a task while talking through the steps. AI tools can then automatically convert the recording into a written playbook, eliminating the need to set aside dedicated writing time.

The most effective way to build a powerful automation prompt is to interview a human expert, document their step-by-step process and decision criteria, and translate that knowledge directly into the AI's instructions. Don't invent; document and translate.

To bridge the AI skill gap, avoid building a perfect, complex system. Instead, pick a single, core business workflow (e.g., pre-call guest research) and build a simple automation. Iterating on this small, practical application is the most effective way to learn, even if the initial output is underwhelming.

To identify prime automation opportunities, analyze your company's existing SOPs. These documents explicitly list the sequential steps, data sources, and transformations in a predictable process. If a process is documented for frequent human use, it's a strong candidate for a high-value automation workflow.

Instead of guessing what to automate, visit Zapier's app directory. Look up the tools you already use to see a complete list of available triggers and actions. This provides a "cheat sheet" of potential workflows for your specific tech stack.