The Intelligent Automation Playbook

Done well, automation can cut the operating cost of a highly manual process by 20–40% within a year. Done badly, it locks the waste in. This playbook sets out our 5-step method, from tying AI to a business goal to scaling it safely, with real results from our client work.

Inside, you'll learn how to:

• Understand the 6 automation and AI tools in plain words
• Avoid the 7 reasons automation projects fail
• Pick the right first process, and fix it before you automate
• Choose the right mix of tools, and use generative AI safely
• Score any process with the readiness worksheet

By Sheila Shaffie, Co-founder