Finding Automation Opportunities · Finding Automation Opportunities
Mapping your weekly tasks
In this lesson you will:
- Find tasks that are worth automating
- Understand triggers, actions and conditions
- Design a simple AI-assisted workflow
Automation means letting software do a task without you doing it by hand every time. When you add AI, the automation can also read, write, summarise and make simple decisions.
The three building blocks
- Trigger — what starts the workflow. A new form submission, a new email, a time of day.
- Action — what happens. Add a row to a sheet, send a message, create a document.
- Condition — rules in between. Only if the order value is above ₹5,000.
Example: handling website enquiries
- Trigger: someone submits the contact form.
- AI step: classify the enquiry (course, business service, support) and draft a reply.
- Action: save it in a Google Sheet with the category.
- Action: notify the right person on email or chat with the draft reply to approve.
What to automate first
| Good first candidates | Keep a human in charge |
|---|---|
| Saving form entries to a sheet | Refunds and payments |
| Daily sales summary | Legal or medical replies |
| Reminder messages | Complaints from upset customers |
Keep a human in the loop
For anything customer-facing, start with AI drafting and a person approving. Once results are consistently good, you can automate more.
Need help designing workflows for your business? Talk to SteryTech.
Practical task
- List repeat tasks. Write every task you repeat each week and how long it takes.
- Pick one. Choose a task that is frequent, rule-based and low-risk if a mistake happens.
- Map the flow. Write it as: When [trigger] happens → do [action] → then [action].
- Build and test. Use an automation platform (such as Zapier, Make or n8n) to connect your apps. Test with sample data first.
- Measure. Compare time spent before and after for two weeks.