Guide · Automation
When is automation worth the investment?
Start with the recurring process and its cost today. That context is more useful than asking for a generic automation price before the scope is understood.
Understand the current cost
Add recurring work hours, hourly cost and time spent fixing errors. Observe a specific period. Record delays and errors separately when their monetary value is not yet reliably known.
What determines the project cost
The number of systems, API availability, data quality and exceptions matter. Human approvals, permissions, logs, migration and monitoring add scope. Two workflows with the same name can require very different implementations.
Calculate potential value
Multiply monthly hours by hourly cost and a realistic share of work saved. This creates a time-value scenario. If time is reassigned rather than removed from payroll, the amount is not a direct cash saving; consider what useful work that time enables.
What simple payback leaves out
Dividing investment by monthly value excludes maintenance, changing systems, new exceptions and implementation risk. Compare cautious and optimistic scenarios instead of relying only on the best case.
Start with a pilot
Choose a frequent, clearly described workflow. Confirm data availability, define human checkpoints and agree measurement. A limited pilot tests assumptions before broader automation.
Check your assumptions.
Use the planner to explore scope, calculate time value and submit a specific request.
Plan a project →