Guide 01 / Getting started
Choose your first automation task.
Find a useful starting point, map the work and decide what a good first result looks like.
What you’ll take awayA four-line brief for a real workflow.
Read the guideBlog / Field notes from 9rain
A clearer path to
useful automation.
Practical guides for understanding the work, shaping a workflow and keeping people in the picture. Start anywhere, or follow the path below.
Free to read. At your own pace.
New to automation? Start here.
Three connected guides. One useful starting point.
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3 guides
Guide 02 / Workflow design
Design a human handoff that works.
Make the next person’s job clearer when a workflow reaches a question it cannot finish.
What you’ll take awayA practical handoff checklist for your team.
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Guide 03 / Customer support
Plan your first support automation.
Start with familiar questions, approved knowledge and a clear route back to your team.
What you’ll take awayA focused scope for a first support pilot.
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