Course A · Module A1 Foundations · Lesson 3 of 17

The Busywork Audit (+ Build Wishlist)

Leave this lesson with one workflow to automate and one tool to build — your north stars for the rest of this course.

~15 min · Have a blank doc or notebook open · Prereq: Lessons A1 and A2

Every lesson from here on aims at something real in your business. That means you need a target before we go further. This lesson is hands-on: you'll list your recurring tasks, score them on a quick three-factor formula, and walk out with two picks — one workflow to automate and one small tool to build. Those two picks travel with you through the entire course.

Part 1: The automation audit

Open a blank document. Give yourself five minutes to list every task you did last week that you've done before — the recurring stuff. Don't filter yet. Aim for at least eight items. Then score each one on three dimensions:

Score each task 1–3 on each dimension (1 = low, 3 = high):
  1. Frequency. How often does this happen? (1 = monthly, 2 = weekly, 3 = daily or near-daily.)
  2. Tedium. How much does it drain you? A task you secretly enjoy scores low here.
  3. Rule-based-ness. Could you explain it to a new hire in ten minutes? (1 = lots of judgment required, 3 = clear steps every time.)

Multiply the three numbers for a score out of 27. The highest scorer is your automation target.

A task that scores 18 or above is a strong candidate. One that scores under 9 probably needs too much human judgment and isn't worth touching yet. That's fine — you're picking the best first step, not automating everything at once.

One narrow job. Don't automate an entire department in one go. The entrepreneurs who succeed start with one step in one workflow — say, "copy the text from each new enquiry email into a Google Sheet." That modest win builds confidence, surfaces surprises, and takes a day instead of a month.

Part 2: The build wishlist

Separate from automation, think about a small tool you wish existed. Not an enterprise platform — something specific to your business that no off-the-shelf app quite does. Common examples:

Good "build" ideas

  • A one-page proposal calculator clients fill in themselves
  • An internal FAQ tool your team types questions into
  • A form that generates a first-draft brief from client answers
  • A simple job tracker visible to the whole team

Save for later

  • A full CRM replacement (too big for a first build)
  • Anything needing user accounts and payments (too complex early)
  • A full marketing website (better tools exist for that)
  • Anything a free app already does well

Write one sentence: "I wish there was a tool that ____." That sentence becomes your build brief in the later modules.

Part 3: Apply the safety check

Before you commit to either pick, run one final question from Lesson A1's Automatable Task Test: what happens if it goes wrong?

Is your automation target safe to start?
  1. Is a human reviewing the output before it reaches a customer? If yes, the risk is low — keep it.
  2. Is it touching money, contracts, or legal commitments? If yes, add a human-in-the-loop checkpoint before automating fully.
  3. Is the worst case a minor annoyance? Duplicate entry, slightly wrong summary, an extra email? Then start. You can fix it fast.

You don't need a perfect, risk-free workflow. You need a recoverable one. Almost every first automation qualifies, as long as a person sees the output before it matters.

Think of your first automation as a trial employee. You wouldn't send a brand-new hire to close a deal alone on day one. You'd have them draft the email while you review it. Same idea: keep a human in the loop at first, then reduce oversight as trust builds.

Your two picks

Write these down now — you'll reference them in every subsequent lesson:

Automate: The highest-scoring task from your audit. One specific workflow step, not an entire process.
Build: Your "I wish this existed" sentence. One narrow tool, one job it does.

Check yourself

Answer before opening. Recalling it now is what makes it stick.

A task scores 3 on frequency, 2 on tedium, and 1 on rule-based-ness. Should you automate it first?

Probably not yet. It scores 6 out of 27 — the low rule-based-ness means there's too much judgment involved for an AI workflow to handle reliably. Look for a task with a higher rule-based-ness score first.

You want to automate sending contract follow-ups. A wrong message could annoy a client. What's your safety move?

Add a human-in-the-loop checkpoint. Have the automation draft the message and drop it into a "needs approval" queue rather than sending automatically. You review, then send. Full automation can come once you trust the output.

Why pick just ONE automation target and ONE build idea, not five of each?

Because finishing one builds more momentum than starting five. Multiple partial projects teach you nothing about the full cycle. One completed automation — even a simple one — shows you the whole loop and gives you something working in days.

Read this next (primary source)

"Building Your First AI Feature" (Mean CEO blog) — practical guidance on starting with one narrow job and keeping a human review step, written for founders rather than engineers. ~8 min. See RESOURCES.md for more.

I'm your teacher — share your two picks. Tell me your automation target and your build idea and I'll gut-check both: is the automation scoped narrowly enough? Is the build idea realistic for a first project? I'll flag anything that's likely to stall and suggest a tighter version if needed.

Key terms from this lesson — automation, human-in-the-loop, trigger, action — are in the course glossary. Keep it open as you go.