Automation Opportunity Worksheet
Map every manual process in your business to an automation opportunity. Prioritize by ROI, complexity, and timeline.
5-stage framework. Takes 30 minutes. Used by operations leaders to build automation roadmaps that get funded.
The 5-Stage Framework
Inventory Manual Processes
Catalog every recurring task across departments. Capture time spent, frequency, error rate, and who owns it.
Score Automation Potential
Rate each process on a 5-point scale for rule-based repeatability, data availability, and integration readiness.
Calculate ROI Impact
Multiply hours saved times fully loaded cost. Subtract implementation and maintenance estimates. Rank by net value.
Map Dependencies
Identify which automations unlock others. Sequence the roadmap so early wins fund later phases.
Build Your 90-Day Sprint
Select the top 3 automation targets. Assign owners, define success metrics, and set ship dates.
Where to Look First
Operations
- Inventory reconciliation
- Shipping label generation
- Vendor onboarding workflows
Finance
- Invoice matching and approval
- Expense report validation
- Monthly close reconciliation
Customer Service
- Ticket routing and classification
- FAQ resolution via chatbot
- SLA breach alerting
Internal Tools
- Report generation and distribution
- Employee onboarding checklists
- Data entry from emails or forms
Get the worksheet
Enter your email and we will send you the editable worksheet with scoring templates and example automations.