The 4-question test

Should You Automate It?

Answer four questions about any task and get a clear verdict: automate it, assist it, or keep it manual.

Question 1 of 4

How often does this task happen?

Automation pays off through repetition.

Question 2 of 4

Are the steps the same every time?

If you can write it as a checklist, it can be automated.

Question 3 of 4

What happens if it goes wrong?

Risky tasks can still be automated — with a human approval step.

Question 4 of 4

How long does it take by hand, per month?

Minutes per run × runs per month.

Your verdict

Answer all four questions — 0/4 done. Think of one specific task, like “replying to new inquiries” or “filing receipts”.

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