General

The 5-Year Rule

Simple math to decide what to automate:

• Time saved per week × your hourly rate × 52 weeks = annual savings
• If automation pays for itself in under 6 months, do it

Time Investment Analysis

5-Year Rule: Search for problems that consume the most time. If the 5-year timeframe time consumption exceeds the work required to automate it, then automate it.

Smart Permission Strategy

• Right permissions for right tasks - avoid security risks
• More permissions = slightly higher costs (usually minimal)
• Wrong permissions = security issues (support agent with email access)

Essential Integrations

• Email: Automated sorting and responses
• Calendar: Smart scheduling
• Cloud Storage: File organization
• Communication: Slack/Teams automation

Remember: Automation frees you to focus on creative, strategic work that truly matters.