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Hire or Automate?

The 3-question test before your next hire


First, the real cost of a hire (US numbers)


The 3 questions (ask them about each task, not about the whole job)

1. Is it the same steps every time? Yes → automation candidate. No, every case is different → a person.

2. Does it need judgment or empathy? Calming an angry customer, noticing something's off, making a call on a gray area → a person.

3. What does a mistake cost? Low (a reminder goes out late) → automate. High (money, legal, safety) → a person decides, and automation can prepare the draft.


Worksheet

List everything the new hire would do in a week, one task per line.

Task Same steps? Needs judgment? Cost of a mistake → Automate / Person
Answer "are you open Saturday?" Yes No Low Automate
Book and remind appointments Yes No Low Automate
Handle an upset customer No Yes High Person
...

Add up the "person" column. Often it's a part-time job, not a full-time one.


The rule

Automate the repeat work first. Then hire for the part that needs a person.


Facts and rules checked October 2026. This isn't legal advice: texting, recording and review rules differ by state and country.

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