Good Automation

Questions of the week: How do we effectively conduct a ME Day? - Part 5

I write this article based on the insight of my conversation with my team in our monthly 1-on-1 call. I speak with each one of my team members. This article is to share this week's question and our working method. You can subscribe to the Building Our Team newsletter (2900+ subscribers)

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How do we effectively conduct a ME Day? - Part 5

For those who are new to this newsletter. We have 1 day a week for each of our team members called ME Day to improve things related to the learning day.

It's what we call our thinking day.

I told my team to use it according to their strengths and means.

However, many start skipping it. So, I created this checklist.

Idea - "What magic can I add?"

Slow - "What am I missing?"

Less - "What can I remove?"

Easy - "How can I simplify this?"

Auto - "Can I automate?"

I will share 20 questions and prompts for Automation.

• What tool or system could automate part of this? → Consider using technology or processes to automate repetitive or complex tasks.
• What recurring tasks can I automate to save time? → Identify repetitive activities that could be handled automatically, freeing up your schedule.
• Which part of this workflow takes the most manual effort? → Pinpoint the most labor-intensive step and consider automating it.
• How can I reduce human error through automation? → Look at where mistakes commonly occur and automate those areas to minimize errors.
• What data inputs could be auto-populated or synced from other systems? → Identify data entry tasks that could be automatically populated from other sources.
• How can I create a system that runs without my involvement? → Design a process that requires minimal or no manual oversight once it’s set up.
• Which small task, if automated, would have the biggest impact? → Focus on automating small but impactful tasks that could create a significant difference.
• How can I automate communication or responses in this process? → Explore automating emails, messages, or responses to streamline communication.
• What steps can be triggered automatically based on specific actions or conditions? → Implement triggers that activate next steps automatically when certain conditions are met.
• What manual approvals or decisions could be handled by a rule-based system? → Set up rules to automate decision-making for routine approvals or selections.
• What task could I automate to save an hour each day? → Focus on automating a time-consuming daily task.
• How can I set up automatic follow-ups for tasks? → Create automated reminders to ensure nothing slips through the cracks.
• How can I use Chat GPT to handle parts of this? → Leverage AI tools to automate complex, data-driven tasks.
• How can I automate data entry to reduce manual work? → Set up integrations between tools to automatically populate data fields.
• What actions can be triggered automatically when certain conditions are met? → Set up if-this-then-that (IFTTT) triggers to handle routine actions automatically.
• How can I use automation to ensure consistent quality control? → Build in automated checks or balances to maintain quality throughout the process.
• How can I automate document or contract creation? → Set up templates that auto-fill key information for generating contracts or documents.
• What training or onboarding steps can I automate? → Use automation to guide new employees or clients through onboarding processes.
• How can I create an automatic rollback of a few steps? → Set up automated rollback to prevent mistakes in the process.
• Can I automatically save the work in some milestone steps? → Find the critical steps in the process where there is no going back and save work automatically.

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