Insights/March 2026
Start with the process, not the model
If you can't describe the work on a whiteboard, you're not ready to automate it.
5 min read
Most failed automation projects don't fail because the model was weak. They fail because no one agreed on what the process actually is.
A process that "lives in the CRM" usually also lives in an inbox, a spreadsheet, and a conversation that happens whenever the CRM is wrong.
The useful first artifact isn't a prompt. It's a map: trigger, data in, decisions, systems touched, what "done" means.