Preparation sheet · Focused Automations
Before our call
Think of one task, not five. The clearer the task, the more useful the call.
The introductory call takes 30 minutes. Times are shown in Central European Time (Berlin).
Please have ready
- The task, described in one or two sentences
- How often it happens in a week
- The tools involved today (for example your calendar, email, invoicing tool)
- Who does the task now
What we will ask you
- What happens today when the task is forgotten?
- What should the automation never do without asking you?
- Who needs to be told when something unusual comes up?