Automation Consultant vs. DIY Tools: When to Call Help

The to-do list from the article.

Document every app and account currently connected in your DIY automation.
List what triggers each step and what data moves at each stage.
Note any manual workarounds you've added because the automation couldn't handle an edge case.
Flag anywhere sensitive data (payment info, personal records, contracts) passes through the chain.
Calculate your current monthly cost on the DIY platform, including task-volume overages.
Identify who on your team currently maintains it and what happens if they're unavailable.
Write down the specific failure that would hurt most — a missed lead, a billing error, a compliance gap — so a consultant can prioritize fixing that first.

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