Key Automation Tools for Streamlining Work Tasks

What is this page about?

A strategic guide to workplace automation, arguing the hard part is not the technology but knowing what to automate versus leave manual, illustrated by JPMorgan's COIN platform replacing 360,000 annual hours of loan-agreement review. It provides an automation decision framework and high-value targets, what not to automate, the major no-code platforms versus when to use custom scripts, common mistakes (automating broken processes, fragile builds, over-automating), a beginner path, long-term maintenance and sprawl prevention, AI-enhanced automation, and measuring ROI.

What has been corrected on this page?

Every accepted correction to this page is recorded with the exact change, so readers can see how the page improved over time.

1. 11 July 2026 · corrected by Emir Baycan

   COIN was publicized in early 2017 (not 2016), and the 360,000 hours was a firm-wide figure for lawyers/loan officers, not the work of one junior analyst's team.

   Before

   In 2016, a junior financial analyst at JPMorgan Chase spent 360,000 hours annually, across his team, reviewing commercial loan agreements

   After

   In 2017, JPMorgan Chase publicized that across the firm, lawyers and loan officers spent 360,000 hours annually reviewing commercial loan agreements.

   Why: JPMorgan's COIN tool and the 360,000-hours figure were publicized in early 2017, not 2016, and the figure was firm-wide across lawyers and loan officers, not one junior analyst's team.

   View the full record →

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