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.

To successfully automate complex workflows with AI, product teams must go beyond traditional discovery. A "forward-deployed PM" works on-site with customers, directly observing workflows and tweaking AI parameters like context windows and embeddings in real-time to achieve flawless automation.

To discover high-value AI use cases, reframe the problem. Instead of thinking about features, ask, "If my user had a human assistant for this workflow, what tasks would they delegate?" This simple question uncovers powerful opportunities where agents can perform valuable jobs, shifting focus from technology to user value.

Counterintuitively, the path to full automation isn't just analyzing conversation transcripts. Cresta's CEO found that you must first observe and instrument what human agents are doing on their desktops—navigating legacy systems and UIs—to truly understand and automate the complete workflow.

Instead of abstract strategic planning, map the entire 'quote-to-cash' operational process. Then, identify the key steps that most directly maximize the customer experience and lifetime value. These specific, tangible actions become the 3-5 strategic priorities for the entire organization to focus on.

Standard questions like 'What's your biggest pain point?' often yield poor results. Reframing the question to what work a customer would offload to a new hire bypasses their pride or inability to articulate problems, revealing the tedious, high-value tasks ripe for automation.

Don't get distracted by flashy AI demonstrations. The highest immediate ROI from AI comes from automating mundane, repetitive, and essential business functions. Focus on tasks like custom report generation and handling common customer service inquiries, as these deliver consistent, measurable value.

To discover prime candidates for automation, record a screen video of yourself performing a repetitive, manual task. You can upload this video (up to an hour long) to Google Gemini, which will analyze the workflow, break it down into steps, and provide a concrete plan for how to automate it.

Use AI on your own process to accelerate client work. Record discovery calls, generate transcripts, and feed them into an LLM. Ask it to identify the highest-value automation opportunities and map out the step-by-step workflow based on the client's own words.