Running the company efficiently.
WHAT TO AUTOMATE
Invoicing and receipts Payment retries Onboarding messages Usage alerts Reporting Backups Deployment
WHY
Each manual repetition costs the same again, forever.
WHAT TO AUTOMATE FIRST
Whatever you do most often.
WHAT TO MEASURE
Where your time actually goes.
WHY
It is rarely where you assume.
WHAT NOT TO AUTOMATE
Judgement Difficult conversations Anything where a wrong automated action is costly
WHAT TO BE CAREFUL WITH
Automated messages that read as impersonal at sensitive moments.
WHAT EXAMPLES
Cancellation Payment failure Support escalation
WHAT TO DO INSTEAD
A human message, for anything significant.
WHAT INTERNAL TOOLING TO BUILD
The ability to look up an account To adjust a subscription To resolve common problems To impersonate a user, logged and consented
WHY IMPERSONATION MATTERS
It is the fastest route to understanding a reported problem.
WHAT IT REQUIRES
Logging, restriction, and customer awareness that it is possible.
WHAT TO AVOID
Direct database editing as routine practice.
WHY
It bypasses validation and audit, and mistakes are unrecoverable.
