Spend three days noting every micro-task that appears more than twice: rescheduling meetings, copy‑pasting addresses, renaming files, or chasing approvals. Give each friction a score for annoyance and frequency. The highest combined scores become your low‑effort, high‑impact candidates, ensuring you tackle improvements that immediately deliver relief instead of chasing clever, rarely used tricks.
For each candidate, define a clear trigger and an unambiguous outcome. Triggers might be a new calendar event, a starred email, a completed purchase, or a form response. Outcomes might be a structured task, a message, or a database row. Document success criteria and a rollback plan, so if something misfires, you recover quickly without losing trust in your system.
Resist building everything at once. Start with the shortest path from trigger to outcome, keeping steps few and fields minimal. Once it runs reliably for a week, expand with filters, conditions, and helpful notifications. This staggered approach builds confidence, reveals hidden edge cases early, and prevents burnout while preserving enthusiasm for continuous, sustainable improvement.