Step 2: Classify Processes
For each process from your inventory, classify it into one of three categories.
Classification Table
| Classification | Criteria | Examples |
|---|---|---|
| Fully Automatable | No human judgment needed, clear rules | Forward receipts, sync calendars, file organization |
| Semi-Automatable | Agent can draft/prepare, human reviews | Email drafts, meeting summaries, research |
| Human-Only | Requires physical presence, legal authority, or deep relationship | Signing contracts, attending meetings, making calls |
Decision Questions
For each process, ask:
- Can the inputs be programmatically accessed? (API, DB, file)
- Are the decision rules explicit? (if X then Y)
- Is the output structured? (template, format, destination)
- What’s the cost of a mistake? (low = automate, high = human review)
If you answer “yes” to all four, it’s likely fully automatable. If the cost of a mistake is high but inputs are accessible, it’s semi-automatable (agent drafts, human approves).
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