Not every process is a good fit for automation—at least not yet. The key to success is knowing what to look for.

In this guide, we’ll break down the telltale signs that a workflow is ready to automate, and how to prioritize what comes first.

What Makes a Process Automation-Ready?

Here’s what to look for when evaluating a workflow:

• The process is rule-based and consistent

• The steps follow a clear sequence

• It involves digital inputs (no handwritten or paper forms)

• It’s high-volume or frequent

• Errors or delays are common when handled manually

Examples of Good Candidates

• Payroll data validation

• Invoice matching and approvals

• Routine email follow-ups

• Extracting data from spreadsheets or web portals

What’s NOT a Good Fit (Yet)?

• Constantly changing workflows

• Tasks that rely on interpretation, negotiation, or subjective decision-making

• Processes involving physical paperwork or in-person steps

Start with the Low-Hanging Fruit

Instead of trying to automate everything, focus on one task that checks most of the boxes above. That’s your starting point.

We’ll Help You Find It

At MFE Services, we’ll assess your current processes and help you identify one ideal candidate for automation. Then we’ll automate it—at no cost—just to show you what’s possible.

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