Start by listing daily friction points: the messages you constantly sort, the files you repeatedly rename, the updates you forget until late evening. Circle the tasks that feel boring yet important. Those are perfect candidates. One designer told me she saved twenty minutes a day by auto‑filing client attachments and assigning follow‑ups. The point is not sophistication; it is consistency. Notice repetition, note the trigger, define the desired finish line.
Pick a clear trigger: an email arrives, a button is tapped, a date occurs, or a file appears in a folder. Then describe the final outcome in one sentence anyone can verify. If the path feels fuzzy, draw it on paper, boxes and arrows style. This removes guesswork and makes testing simple. When a routine has a crisp entry and exit, every step between becomes easier to choose, rearrange, and improve without drama.
Think in categories: capture, store, transform, notify. Forms, notes, and voice memos capture. Spreadsheets and databases store. Automation hubs transform. Email, push notifications, and dashboards notify. Select tools you already use daily to reduce friction. A teacher might pair Google Forms, Sheets, and Make; a freelancer might combine Notion, Airtable, and Zapier. Keep integrations minimal at first. Fewer moving parts mean fewer surprises, cleaner logs, and faster confidence when something inevitably needs tweaking.