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Start with the bottleneck
Make the invisible work visible.
The best automation opportunities are usually hiding in plain sight: a handoff, a copy-paste, a queue nobody has time to clear.
See the five servicesTwo minutes to map the shape of the work.
A considered response from a real Mirthwire operator.
Workflow assessment
Give us the messy version.
A few honest details are enough for us to spot where a useful system could take shape.