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Workflow automation: decide what to automate (and what not to)

A simple framework to choose automations that actually save time and reduce cognitive load.

When to use

  • You feel “death by a thousand cuts” from small repetitive actions.
  • You want a repeatable way to choose automation candidates.

Things considered

Classic automations (Zapier/n8n/Google)

  • Best for stable workflows with predictable inputs/outputs.
  • Usually lower risk, easier to maintain, less “magic.”

AI-assisted automations (Claude Code/Cursor/etc.)

  • Best when the automation requires judgment, text manipulation, or code changes.
  • Higher leverage, but higher variance and requires guardrails.

Best based on assessment

The 3V test: Volume, Variance, Vulnerability

Automate when:

  • Volume is high (many runs/week)
  • Variance is low (inputs don’t change much)
  • Vulnerability is low (mistakes are cheap or easily reversible)

If variance or vulnerability is high, prefer:

  • A simpler partial automation (reduce steps, not full autonomy), or
  • A checklist/playbook (standardize the human process), or
  • Delegation/training rather than automation.

How to get started

Step 1: Capture one “automation candidate” exactly

Write down:

  • Trigger (what starts it)
  • Inputs
  • Steps (5–15 bullet points)
  • Output
  • What could go wrong

Step 2: Score it quickly

  • Volume: runs per week?
  • Variance: are inputs structured?
  • Vulnerability: what’s the cost of a wrong run?

Step 3: Choose the simplest tool that works

  • If it’s mostly moving data between systems → n8n/Zapier/Google automation
  • If it’s editing text/code with rules → AI coding assistant with guardrails

Step 4: Add guardrails

  • Logging/notifications
  • Dry-run mode when possible
  • Clear rollback path

Pitfalls

  • Automating something you don’t understand well yet.
  • Automating a broken process (you just make mistakes faster).
  • Building a “house of cards” integration without monitoring.