Ask three questions before automating a task: does it take more than five minutes, will you do it again, and do you hate it? If yes to any, write it down. Taxes are the perfect example, a yearly slog that shouldn't be reinvented each time.
So there are 3 questions that are really helpful for me. If it passes any one or all 3 of these questions, there should be a playbook or a process around it. Does it take more than 5 minutes to do it? Okay. Is it something that you will do more than once, or is it something you don't like doing? If it passes all 3, for me it was taxes. For me it was like, okay, this takes way more than 5 minutes. I am going to do this every year until I die or until Uncle Sam decides to start charging me. And I hate doing this. Why aren't we reinventing the wheel? There needs to be a process. So I could nerd out on this for like a really long time, but I think I want to bump Upper Staker, those are kind of the two things.
