Before You Automate It, Ask Whether You Should Even Be Doing It in the First Place
Automating a strategically sub-optimal process or workflow doesn’t make it markedly better. In some cases it’s even worse (eg a low converting marketing funnel can churn through your target list even faster if an agent is doing most of the work). And something that’s been automated – recently ‘improved’ – is even less likely to […]

In an era where automation is often touted as the silver bullet for efficiency and productivity, it's crucial to approach the adoption of new technologies with a critical eye. The allure of automating processes can be seductive, but as the saying goes, "Before you automate it, ask whether you should even be doing it in the first place." This adage serves as a reminder that not all processes are created equal, and automating a sub-optimal workflow can lead to unintended consequences.
Consider the example of a low-converting marketing funnel. If such a funnel is automated, it might seem like a way to streamline operations and save time. However, in reality, this could result in the funnel churning through the target audience even faster, wasting resources and exacerbating the underlying issue of low conversion rates. Automation in this case doesn't solve the problem; it merely accelerates the process that's already flawed.
Moreover, once a process has been automated, especially if it's been recently "improved," there's a tendency to entrench it further rather than re-examining its strategic value. This can lead to a cycle of incremental tweaks and optimizations that never address the root cause of inefficiencies. The human (and organizational) nature of entrenching processes can make it difficult to revisit and reevaluate them, even when it's clear that a fundamental shift is needed.
The challenge lies in identifying which processes are worth automating and which ones should be reconsidered. This requires a deep understanding of the business's core objectives and a willingness to question the status quo. It's essential to ask whether the process itself is aligned with the company's goals, or if it's merely a relic of the past that's been perpetuated through automation.
One approach to this is to conduct a thorough analysis of the process in question. This might involve reviewing data on performance metrics, gathering feedback from stakeholders, and identifying potential bottlenecks or inefficiencies. By doing so, organizations can gain a clearer picture of whether the process is truly valuable or if it's time to rethink its purpose.
In some cases, the solution might not be automation at all, but rather a complete overhaul of the process. This could involve redesigning workflows, reevaluating business strategies, or even pivoting to new markets or product lines. The key is to avoid the trap of automating for the sake of automation, and instead focus on creating value through strategic decision-making.
Ultimately, the decision to automate should be guided by a commitment to continuous improvement and a willingness to challenge existing assumptions. By asking whether we should even be doing a particular process in the first place, organizations can avoid the pitfalls of automating sub-optimal workflows and instead focus on building systems that truly drive success. This approach not only fosters a culture of innovation but also ensures that resources are allocated to the initiatives that matter most.
In conclusion, the automation trend should be met with caution and critical thinking. Automating a process without first questioning its strategic value can lead to inefficiencies and wasted opportunities. By prioritizing a thorough evaluation of processes and their alignment with business goals, organizations can make more informed decisions about where and how to leverage automation. This not only enhances productivity but also paves the way for sustainable growth and long-term success.










