Most small business automation projects fail because they start with tools. Start by tracking repetitive tasks for one week, then score them by frequency and time. Automate first: pure data movement, monitoring, first drafts, then first-line responses. Avoid automating judgement, rare tasks, broken processes, or legal/tax decisions without review. Integrations are the whole point. Start with one high-frequency task, use it for a month, then add the next. Small, consistent wins work.
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