Workflow AutomationDavid Goncalves
What Is Workflow Automation?
Write the handoff: who has the item, who receives it, and what done means. The service page is the conversation after that.
Workflow Automation
Automation & AIDavid Goncalves
Should You Automate a Task or Hire Another Person?
Automate when you can point at the step, and hire a person when the step still changes shape each time. The service page is the conversation after that.
AI-Powered ToolsDavid Goncalves
Should You Buy an AI Tool or Build One Around Your Process?
Buy when the check can happen in the tool you already have, and build when the draft has to land inside the record your process uses. The service page is the conversation after that.
AI-Powered ToolsDavid Goncalves
What Is an AI-Powered Tool?
Use an AI-powered tool for drafting, sorting, or extraction, and keep a person on the check. The service page is the conversation after that.
Automation & AIDavid Goncalves
What Is Business Automation?
Point at one repeated step, and name the person who still owns the outcome. The service page is the conversation after that.
Business Process AutomationDavid Goncalves
What Is Business Process Automation?
Find the field someone types twice between steps the business already runs. The service page is the conversation after that.
CRM AutomationDavid Goncalves
What Is CRM Automation?
Limit CRM automation to assignment, follow-up tasks, and fields reps should not have to type. The service page is the conversation after that.
CRM AutomationDavid Goncalves
Should You Use CRM Automation or Manual Follow-Up?
Keep manual follow-up when the next step changes with the conversation, and automate when the next step is the same every time a record arrives. The service page is the conversation after that.
Automation & AIDavid Goncalves
When Should You Hire Someone to Automate a Process?
Hire when the step and the accountable person are named, and the work left is making that step run without the retyping. The service page is the conversation after that.
Workflow AutomationDavid Goncalves
What Should You Map Before Hiring for Workflow Automation?
Map who holds the item, who receives it, and the sentence that means done. The service page is the conversation after that.
AI AgentsDavid Goncalves
When Should You Hire Someone to Build an AI Agent?
Hire when the task, the approved tools, and the stop rule are written, and a fixed automation cannot make the judgment. The service page is the conversation after that.
Business Process AutomationDavid Goncalves
How Do You Choose the First Process to Automate?
Choose the first process by the retyping you can point at, not by the tool that is easiest to buy. The service page is the conversation after that.
Workflow AutomationDavid Goncalves
Should You Use Workflow Automation or a Written Checklist?
Keep the checklist when the handoff is still argued, and automate when the handoff is already the same every week. The service page is the conversation after that.
AI-Powered ToolsDavid Goncalves
When Should You Hire Someone to Build an AI-Powered Tool?
Hire when the task is drafting, sorting, or extraction, the person-check is agreed, and the bought tool cannot put the result where the process needs it.
AI AgentsDavid Goncalves
Should You Use an AI Agent or a Simple Automation?
Use simple automation when the step is the same every time, and an agent when the step needs a draft or a sort that a person still checks. The service page is the conversation after that.
CRM AutomationDavid Goncalves
What Should a CRM Automation Partner Change First?
Change assignment or the follow-up first, and leave a flood of notifications for later. The service page is the conversation after that.
AI AgentsDavid Goncalves
What Is an AI Agent?
Scope the agent to one task, the tools you approve, and a stop rule. The service page is the conversation after that.
Business Process AutomationDavid Goncalves
Is It Business Process Automation or Workflow Automation?
Call it workflow automation when the subject is a handoff, and business process automation when the subject is retyping between steps you already run. The service page is the conversation after that.