30 min/month for upkeep?
Process is stable?
Mini-Spec documented?
Manual fallback ready?
The 5 Questions That Unlock AI Automation
Generic AI tutorials don't work for you
This does.
By the end, you'll have a framework for ANY future automation.
This checklist might save your job.
Can you document every single step without guessing?
Can't fill this out? → Document first, automate later.
MVP = Minimum Viable Product
"Automate the entire monthly reporting process"
"Automate just the data consolidation step"
Start small. Prove value. Then grow.
30 min/month for upkeep?
Process is stable?
Mini-Spec documented?
Manual fallback ready?
If "no" to any → Plan for it before building.
Learn the complete system in
12-Episode Video Series
Download the companion workbook with worksheets, checklists, and templates.
Get the Workbook