Automation StrategyPillar

Automation strategy is the bigger plan behind your automations: what outcomes you want, what processes matter most, and what systems will become your ‘source of truth’. It helps you avoid random one-off zaps that break the moment someone changes a form field. A good strategy prioritises customer-facing speed (lead follow-up), reduces admin grind, and builds a reliable foundation (clean data + simple workflows) before fancy AI.