Business template
Automation Opportunity Audit Worksheet
A worksheet for finding and prioritising the processes worth automating — time cost, error cost, and automation difficulty scored side by side.
Most automation projects start with a tool and go hunting for a problem. This worksheet forces the reverse: inventory your repetitive processes, estimate the hours and error cost each consumes, score how rule-based each one is, and rank the result by payback. The output is a prioritised automation roadmap — the same first artefact we produce in paid automation audits.
Includes worked examples for common back-office processes (enquiry triage, invoice chasing, report assembly) so you can calibrate your own scoring.
Delivery note: this download is email-gated and the v1 file is being finalised. Register now and it will be emailed to you as soon as it is available.