All field notes

Playbooks

·

7 min read

How to pick your first AI automation (and not regret it)

The best first project is boring, frequent and measurable. Here’s the scoring framework we use with every client.

Maya Okafor

Co-founder & CEO

Most teams pick their first AI project the way they pick a conference talk: whatever sounds most impressive. That’s how you end up with a demo that wows the board and never ships.

Boring beats bold

The automations that pay back fastest share three traits. They happen often, they follow a recognisable pattern, and someone can tell you exactly how long they take today.

  • Frequency: at least 50 times a week

  • Pattern: a person could write the instructions on one page

  • Measurable: you know today’s time, cost or error rate

Score every candidate

We list every repetitive task the team mentions in a one-hour workshop, then score each from 1 to 5 on volume, rule clarity, data access and risk. Anything above 15 is a candidate for the first sprint.

If you can’t measure the before, you can’t celebrate the after.

Start with a human in the loop

Your first automation should propose, not decide. Let the agent draft, classify or prepare — and have a person approve. After two weeks of clean approvals, you’ll have the data to remove the training wheels.

Do this once, measure it honestly, and the second project will sell itself.

Written by

Maya Okafor

Previously led operations at a Series C logistics company. Has automated her own inbox three times.

Keep reading

Put your operations on reflex.

Tell us where your team loses the most time. We’ll show you what an agent could take off their plate — and what it would save — in one call.

Create a free website with Framer, the website builder loved by startups, designers and agencies.