Five questions. One per step.

Before you automate anything, you should ask harder questions first. For every step in a workflow, there are five possible verdicts:

Eliminate 01

Should this step exist at all?

Stop doing it. Nobody misses it.

Simplify 02

Can this be fewer steps, fewer tools, fewer people?

Make the default smarter.

Automate 03

Can software do this without a human?

A trigger fires, the work happens.

Optimize 04

A human still does it, can they do it in a tenth of the time?

AI drafts, you approve.

Report 05

Can the exhaust of this work give you visibility you've never had?

Finally see what's actually happening.

Where AI actually fits (and where it doesn’t):

A lot of what gets sold as "AI" is plain automation, a form submission triggers an email, a calendar invite syncs to a spreadsheet. That’s been possible for a decade and it’s great. AI earns its keep on the messy parts: reading an email and figuring out what the person wants, drafting a reply in your voice, pulling totals out of a PDF invoice, summarizing a week of job-site photos into a client update. Throughout this library, we mark which is which. If someone tells you everything needs AI, they’re selling you AI.

Where these apply The process → Decide each step See it per workflow The use case library

Start here

The scorecard runs the first verdict on your business.

It names the biggest leak across deals, time, and cash, the place a disposition is most likely to pay off first. From there, the process decides each step.

Take the scorecard

Start from the beliefs instead.

Eliminate · Simplify · Automate · Optimize · Report