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What To Automate In A Small Business Before You Hire For It

By Nigel Guy · 2 min read

When a role starts to feel necessary, the usual response is to open a hire for it — without first checking whether the actual bottleneck is a pile-up of repetitive, low-judgement work that a tool could absorb, in whole or in part, before a person needs to be added at all.

The rule: before creating a new role, separate the recurring low-judgement tasks piling up from the judgement-heavy work that genuinely needs a person — automate the first, hire only for what's left.

The mechanism: the Automate-or-Hire Grid

Low judgement required High judgement required
High frequency Automate first — data entry, routine replies, scheduling, basic reporting Likely needs a person, possibly supported by tools
Low frequency Neither — handle it ad hoc; not worth building for Needs an expert or consultant occasionally, not a full-time hire
  1. List every task currently making the case for hiring.
  2. Plot each one on the grid honestly — the temptation is to call everything high-judgement because it feels important, not because it actually requires a person's discretion.
  3. Automate or tool up everything landing in the top-left cell before finalising any hiring decision.
  4. Re-examine what's left. If it's now genuinely thin, it might be a part-time or contract role rather than full-time.
  5. If the judgement-heavy work remaining is substantial, hire — and don't try to automate around it. Genuine judgement work is exactly where automation attempts tend to fail quietly.

What to skip

Skip automating something just because it's technically possible — for a low-frequency task, building and maintaining the automation can cost more time than doing it manually the few times a year it comes up. Skip using this grid to justify never hiring at all; judgement-heavy work eventually outgrows what tools and your own time can cover.

Guardrails

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