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Insight

Five workflow automation mistakes we see (and how to avoid them)

The five mistakes: automating a broken process, buying a platform before mapping work, skipping the human exception path, measuring adoption instead of hours, and launching without an owner. Fix the process, then pick the tool.

Automation copies whatever you give it. If the process is unclear, the bot will be faithfully wrong.

Name the exception path. Every workflow has cases a model should not touch. Document them.

Success is hours returned and errors down — not seats provisioned.