{"topic":"automation","title":"Automation in financial advice","url":"https://theexchange.tech/archive/automation","description":"Which part of the job becomes software, and what work remains? Explore agent workflows through the tasks, handoffs, and economics they change.","context":"Time saved is a starting question. The dispatches here also examine who supplies the inputs, who checks the outputs, and how the value of the remaining work changes. Follow a workflow from the first decision to the last handoff before accepting an automation claim at face value.","questions":["What input still needs judgment?","How is the output checked?","Where does the value of the work move?"],"count":1,"startHere":[],"articles":[{"title":"Automate Your Own Job First","url":"https://theexchange.tech/articles/automate-your-own-job-first","json":"https://theexchange.tech/articles/automate-your-own-job-first.json","excerpt":"The incumbent an agent should fear most is its last version. Treat every workflow you run as something to obsolete.","publishDate":"2026-06-21","author":"Marisol Vega","topics":["automation","creative-destruction"]}]}