Kestrel
Six workflows every ops team should automate first
Start with the boring, frequent, low-risk handoffs. Here are the six we see teams ship in their first week.
By
Daniel Reyes
The first workflow should be something that happens twenty times a day, follows a written rule and does not touch a customer directly. Here are the six that fit for almost every team.
The six
Ticket triage. Lead routing. Meeting notes into the CRM. Weekly metrics report. Renewal reminders drafted for review. Refund checks against policy.
Why these
Each one has a clear input, a written rule and a person who already does it by hand. That person becomes the approver, which is how trust gets built.
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