Find and build the automations that matter
This workbook is your step by step guide to deciding which workflows to automate first, building them with AI where judgement is needed and putting them live in stages. By the end you'll have a ranked workflow list, the rules for approvals and failures, and a rollout plan for automations that keep running after handoff.
Casa Maestri
Kamiki
Part 1: Finding the automations that matter
Turn "I should really get AI doing this" into a plan you can hold any builder to. Three steps, each with worksheets you fill in for your own business.
Map how many hours your repeatable work really takes, and what slow follow-ups and broken automations cost you.
Set the approval and failure rules any automation must pass, then test it on your own messiest inputs.
Put it live in four stages, from shadow mode to trusted runs, each one working before the next.
Worksheets, not theory
We built automations like these for a coaching business, a tequila distillery and a $100 million supplement brand.
stopped being a week of detective work for the coaching business
a month of hosting for the trade-show follow-up tool
minutes a day on chargeback alerts at a $100 million supplement brand, more than 91% automated
Teams who are done with automations that break
- Owners and ops leads at service, ecommerce and B2B companies with work that repeats every day.
- Teams whose automations were built by a freelancer and break whenever something changes.
- Businesses on n8n, Make or Zapier that want AI doing the judgement steps, not just moving data.
- Anyone who wants a clear list of what to automate first and what it is worth.