Most automation projects fail before a single workflow is built — not because the tools are wrong, but because the process underneath was never mapped out.
Bolting automation onto a broken handoff just makes the broken handoff faster. Before you automate anything, write down what actually happens today: who touches the lead, what tool it lands in, and where it stalls. Fix the stall first. Then automate.
That order — map, fix, automate — is the difference between a workflow that saves hours every week and one that quietly breaks the moment something changes.