Insights · Action layer · 4 min read

Automate before you hire: a founder’s checklist

Before adding headcount, check whether the work can be structured and automated first — and what to do with the people you already have.

By Craig McIntosh

When a business gets busy, the instinct is to hire. Sometimes that is right. But often the new person inherits a messy, manual process — and you pay a salary for copy-paste. “Automate before you hire” does not mean never hire. It means structure the work first, so every hire does work only a person can do.

The checklist

Three or more yeses, and the task is a strong candidate for automation — at least in part.

  • Is the task repeated at least weekly, in roughly the same way?
  • Can you write the steps down in under a page?
  • Does the information it needs already exist somewhere digital?
  • Is the judgement involved something you could describe with examples?
  • Would a mistake be caught before it reaches a client?

Automation is not replacement

The goal is leverage. Take repetitive work off your existing team so their judgement goes further, and so the next person you hire joins a business with clean systems. Founder control, machine leverage.

Make it part of the brain

Every automation you build should draw on the Memory layer and report into the Control layer. That is what stops a pile of automations becoming a new kind of mess — and what makes each one easier to improve and to share across the team.


This article is part of the Action layer of the AI business brain framework.

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