Free worksheet
Which process should you automate first?
A 10-minute scoring worksheet that ranks three of your processes and points you at the one worth automating first.- Score three processes on five criteria
- See what each one costs you in a year
- Get a straight read on what to leave manual
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What’s inside
Five criteria that decide whether a process is worth automating
- 01Volume
How often the process runs
- 02Time per run
Minutes of attention each time
- 03Error cost
What a slip costs to catch and fix
- 04Exception rate
How often it follows the same path
- 05Human judgment
How much of it needs a person
You answer each one from what you already know about how the work runs. No technical knowledge needed.
Open full size Built from real work
The same method behind a live automation
For one content operation, we automated the repetitive parts around a blog and video. A person still approves every result before it goes out. Read the case studyAn honest note
Sometimes the worksheet says don’t automate
For some processes the score points away from automation, toward keeping the work with a person. That answer is part of the method, and it saves you from paying to make a broken process faster.
After the worksheet
The worksheet gives you a shortlist. The audit turns it into a costed, build-ready plan
Your score runs on your own read of your own process, and the two criteria owners misjudge most, exception rate and judgment, are the ones that decide the answer. The Automation Audit checks that read against how the work actually runs, finds where time and money leak out, and hands you a plan a developer could build from. It costs $500, credited in full toward the build.
See how the audit works