I’ve been following this thread with interest, and I’ve noticed that even small workflow automations outside of Salesforce can make a noticeable difference in daily efficiency. In my experience, starting with one or two repetitive tasks and gradually expanding has helped the team adapt without feeling overwhelmed. I’m curious—how do you usually prioritize which processes to automate first? Are there particular areas where automation has unexpectedly improved outcomes? I’d love to hear others’ strategies for balancing flexibility and structure in these setups.
I’ve been following this thread with interest, and I’ve noticed that even small workflow automations outside of Salesforce can make a noticeable difference in daily efficiency. In my experience, starting with one or two repetitive tasks and gradually expanding has helped the team adapt without feeling overwhelmed. I’m curious—how do you usually prioritize which processes to automate first? Are there particular areas where automation has unexpectedly improved outcomes? I’d love to hear others’ strategies for balancing flexibility and structure in these setups.