EaseTake

/01 Research

Understanding Routine Tasks & Pain Points

I began with a survey and follow-up interviews to learn which tasks professionals repeat daily, how much time they spend on them, and whether they have tried automating them.

Participant Quotes

“If automation were simpler, people would adopt it much faster. Each AI upgrade gets us closer.”

Project Manager

“A self-coding system for repetitive tasks could save companies a huge amount of time and money.”

Data Analyst

What I Learned

• Repetitive busywork is the real pain. Most respondents spend the biggest chunk of their week on report building and data entry, and they judge success by the hours saved.

• Motivation is high, but setup is the blocker. Half of the respondents have already tried ChatGPT scripts or macros but quit when the configuration felt too technical or time-consuming.

• One product, two mindsets. Business pros want a drag-and-drop builder; dev-savvy users insist on opening and editing the AI-generated code.

• Trust lives in transparency. Managers won’t adopt unless they can see run history, status, and failures in real time; dashboards and alerts are table stakes.

/02 Ideation

Inspiration

My research surfaced two core audiences —​each with a different need:

• Business professionals — lose hours to repetitive, manual work and lack coding skills.

• Developers — can script their own flows but crave visibility and fine-grained control.

For the MVP, I prioritised business professionals, they spend up to 40% of their week on manual reporting, so a no-code builder delivers immediate ROI and rapid adoption. Developers can still script their own flows, my survey shows they’re comfortable coding, whereas business professionals need this solution most.

/03 Design

/04 Usability Testing

To understand how user will connect this application

After completing the prototype, I conducted user testing sessions to gather feedback. I asked targeted questions and observed participants’ interactions to understand what initially captured their attention.

The goal was to assess how quickly they oriented themselves and figured out how to use the cards and connectors to complete tasks. I paid close attention to how they selected cards, what actions they started with, and how they assigned tasks. As they worked, I noted their movements, whether they clicked on circles, and any moments of confusion.

Feature 1 – Easily connects to multiple tasks

I identified the “Connecting to Multiple Tasks” section of the prototype as a primary focus based on user survey insights. However, during testing, I observed mixed reactions among participants.

Key observations:

• Initial Confusion: I found that 60% of users didn’t know where to start. They hovered their cursor over the empty canvas or the sidebar panel. However, after some time, they began to understand how the feature works.

• Sidebar Panel Familiarity: Some cards in the sidebar were unfamiliar to participants, as they had not encountered such tasks in their workflow before.

• Wizard-Style Flow 40% of participants wanted a clear, step-by-step guide.

Quotes

“I don’t recognize a couple of these cards because I don’t encounter such tasks in my work—they aren’t necessary for me.”

Accountant

Feature 2 – Visual Workflow Builder

The second feature focuses on showing how the AI ​​executes each step in real time with instant status updates. During testing, participants expressed how valuable it was to “see the work being done,” noting that it gave them confidence and control. However, there was a question about what would happen if they initiated multiple workflows at once, rather than waiting for each one to complete.

Improvements

I focused on the “Easily connects to multiple tasks” feature to better engage users. I explored three approaches:

• Job-based customization: Allow users to select their job role to display only relevant sidebar cards and provide step-by-step instructions tailored specifically to their workflow.

• Guided onboarding: Offer initial onboarding or a step-by-step wizard to clearly demonstrate how to begin using the app.

• Contextual tooltips: Implement contextual tooltips or brief descriptions for sidebar cards to quickly explain their functionality, especially helpful for users unfamiliar with certain tasks.

• Multiple workflow monitoring: I decided to add additional screens enabling users to view multiple workflows simultaneously and choose which task they want to monitor.

  
  

By testing both strategies (guided onboarding and contextual tooltips), I can determine which approach resonates better with users and drives engagement.

Revision

Based on usability testing findings, I implemented the following revisions:

In the sidebar, I implemented a customization feature enabling users to select their job title to display only those task cards relevant to their workflow.

Additionally, I included a “Quick Task” option at the bottom, allowing users to directly input tasks for immediate launch.

During user testing, users want to see multiple workflows at the same time

I decided to add additional screens enabling users to view multiple workflows simultaneously and choose which task they want to monitor.

Next Steps

For this prototype, I want to evaluate:

• Understanding improvement:

  Assess how effectively the application increases initial user understanding.

  (Previously, 60% of users didn’t know where to start. I want to see if their understanding improves after the initial use.)

• Impressions of Tooltips:

  Check if tooltips help users quickly grasp the application’s functionalities and whether job-specific customization simplifies their tasks.

• Multi-screen Convenience:

  Determine if users find it convenient to manage and monitor multiple tasks simultaneously using real-time multi-screen views.