AI Automation Playbooks
Expert-created guides and frameworks to help you implement AI automation in your business. Download these resources for free to kickstart your automation journey.
Workflow Automation Playbook
No email required. Completely free.
Workflow Automation Playbook
A comprehensive guide to identifying, planning, and implementing workflow automation in your business. This playbook provides step-by-step instructions, templates, and best practices to help you successfully automate repetitive processes and maximize efficiency.
What You'll Learn
Table of Contents
1. Introduction to Workflow Automation
Pages 1-5- What is workflow automation?
- Benefits of automating business processes
- Common automation myths debunked
2. Identifying Automation Opportunities
Pages 6-14- Process mapping techniques
- Bottleneck identification
- Prioritization framework
- ROI calculator and templates
3. Selecting the Right Tools
Pages 15-22- Types of automation platforms
- Comparison matrix
- Integration capabilities
- Scalability considerations
4. Implementation Planning
Pages 23-32- Project roadmap creation
- Resource allocation
- Timeline development
- Risk management
5. Change Management
Pages 33-38- Stakeholder communication
- Training strategies
- Adoption monitoring
- Resistance management
6. Measuring Success
Pages 39-42- Key performance indicators
- Data collection methods
- Reporting templates
- Continuous improvement
Who This Playbook Is For
Business Owners
Who want to improve efficiency and reduce operational costs through automation
Operations Managers
Looking to streamline workflows and eliminate bottlenecks in business processes
IT Leaders
Tasked with selecting and implementing automation technologies
Project Managers
Responsible for orchestrating automation implementation across teams
Need implementation support?
Our team of automation experts can help you implement the strategies in this playbook.