DA1: Thinking in workflows

Lesson 1 of 5 · reading 15–25 minutes; practice and project time is on the module page

Spotting repetitive work

🎯You'll be able to

Pick out, from a week of real tasks, the ones that are frequent, rule-based and digital enough to automate, and say why.

🏠The everyday picture

Every morning a shopkeeper copies yesterday's orders from WhatsApp into a register, then into a spreadsheet, then types the same customer names into the courier's website. Nobody planned this; it grew one habit at a time. The shopkeeper only notices how much time it takes when a busy week arrives and the copying falls behind.

📘What it really is

📝A worked example

Sharma Textiles kept a diary for five working days. Three tasks stood out:

Task Started by Times a week Minutes each Weekly minutes
Copy website orders into the order sheet New order email 60 3 180
Send "your parcel has shipped" messages Courier booking 55 2 110
Chase unpaid wholesale invoices Invoice due date 8 15 120

Copying orders and sending shipping messages are frequent, rule-based and digital. Chasing invoices is less frequent and needs a polite human tone, so it is a candidate for "AI drafts, a person sends" rather than full automation.

🌍Where it's used

📝Case scenario

A coaching institute in Patna asks you to "automate everything". Their staff spend two hours each evening sending fee reminders on WhatsApp and one hour copying test marks from paper sheets into Excel. Before suggesting tools, you note that the fee reminders are frequent, rule-based and digital, while the test marks start on paper. You recommend starting with fee reminders, and moving marks entry to a simple form first so it can be automated later.

🖱️Try it

Keep a task diary for three working days, for your own work or a small business you know. Record at least ten tasks with what starts them, how often they happen and how long they take. Circle the three that best fit the "frequent, rule-based, digital" test.

⚠️Common mistakes

🛠️For your project

The payment workflow and inbox router were chosen because they are frequent and rule-based. Note which Sharma Textiles tasks you would and wouldn't automate; it becomes part of your capstone scope.

✅Quick check

Which three signs suggest a task is a good candidate for automation?

Show the answer

It happens often, follows clear rules, and its information already arrives in digital form.

Why keep a task diary before choosing what to automate?

Show the answer

Memory underestimates small tasks; a diary shows the real frequency and time, so you pick the tasks that save the most.

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