What should a business automate first?

Start with the job the software must do, not the longest feature list.

Checks that matter

1. Pick a repetitive process.
2. Measure frequency.
3. Plan for failures.
4. Keep human approval for risky actions.
5. Document the workflow.

Test the awkward part

Product demos show the happy path. Test the part of your workflow that usually causes trouble before committing.

Compare the real cost

Use the price of the plan containing the features you need, then account for users, contacts, usage, integrations and other add-ons.