The test: repetitive, scriptable, recoverable
Before you automate a call, run it through three questions. Is it repetitive — do you make some version of it many times a week? Is it scriptable — could you write down what needs to be said and asked? And is it recoverable — if it goes imperfectly, can you fix it with a quick follow-up rather than losing the relationship?
Three yeses means hand it off. A no on any of them — especially the last one — means keep it, at least for now.
