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Before you automate, define the handoff
Identify the one unclear step that automation would only make faster and messier.
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The step nobody wrote down
Most processes work because one person quietly fills a gap. Automation removes that person from the middle without removing the gap.
Keep & share
The takeaway
Automation copies your current process at speed. If the handoff is undefined, you get faster confusion.
Next step: Write the handoff as one sentence: who passes what to whom, and what counts as done.
Source notes
- Editorial explainer; examples are labelled hypothetical.