Article · 7 min read

Map your business process before automating it

McCary Group Free Beginner

This is the discipline your answer opens with: draw the flow before you connect a single app. It makes the case that automating a messy process just gives you a faster mess, and shows how to sketch where data is born and where it needs to land. Do this on a whiteboard first and half your intended automations will turn out to be unnecessary.

  • Automating a broken process only makes the breakage faster
  • Sketch where each piece of data starts and where it must end up
  • Mapping often reveals steps you can delete instead of automate

The question it answers

  1. How do I automate my internal operations with no-code so I'm not doing manual data entry across five different tools?

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