Scan last month’s messages, bank statements, and calendar invites. Every repeat becomes a candidate. Highlight anything you postponed twice, because procrastination signals friction. Ask, could a filter, template, or scheduled reminder start this for me, reliably, and still leave space for judgment when needed?
Transform vague intentions like handle insurance stuff into precise steps: download statement, categorize claim, upload photos, confirm submission, calendar follow‑up. Checklists de-stress decisions, enable delegation, and expose which items should be automated with forms, scripts, or recurring tasks that activate without nagging.
Decide how new inputs arrive, where they go, and who or what acts next. A clean flow—capture, triage, queue, execute, confirm—prevents wandering tasks. Label ownership, deadlines, and status so automations can hand off work predictably, and humans intervene only when truly necessary.
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