Is Your Process Ready for Automation?

1

Name* This field is required.

First Name

Last Name

2

Email* This field is required.

example@example.com

3

This process is repeated often (daily/weekly)* This field is required.

1 – Not at all true (annually)

2 – Slightly true (quarterly)

3 – Somewhat true (monthly)

4 – Mostly true (weekly)

5 – Absolutely true (daily)

4

The process follows clear, consistent steps or rules* This field is required.

1 – Not at all true

2 – Slightly true

3 – Somewhat true

4 – Mostly true

5 – Absolutely true

5

It involves entering or transferring data across systems (email, spreadsheets, portals, etc.)

1 – Not at all true

2 – Slightly true

3 – Somewhat true

4 – Mostly true

5 – Absolutely true

6

Errors or delays in this process cause problems for the team or customers.

1 – Not at all true

2 – Slightly true

3 – Somewhat true

4 – Mostly true

5 – Absolutely true

7

The process takes up significant staff time (10+ hours/week total)

1 – Not at all true

2 – Slightly true

3 – Somewhat true

4 – Mostly true

5 – Absolutely true

8

The process relies on structured data (like spreadsheets, forms, or databases)

1 – Not at all true

2 – Slightly true

3 – Somewhat true

4 – Mostly true

5 – Absolutely true

9

It involves multiple people or departments.

1 – Not at all true

2 – Slightly true

3 – Somewhat true

4 – Mostly true

5 – Absolutely true

10

The team would benefit from freeing up time spent on this task

1 – Not at all true

2 – Slightly true

3 – Somewhat true

4 – Mostly true

5 – Absolutely true

11

It’s critical for compliance, reporting, or billing

1 – Not at all true

2 – Slightly true

3 – Somewhat true

4 – Mostly true

5 – Absolutely true

12

You’d be open to automating this process if it were secure and cost-effective

1 – Not at all true

2 – Slightly true

3 – Somewhat true

4 – Mostly true

5 – Absolutely true

13

Calculation40–50: Excellent candidate for automation — Let’s get started! 30–39: Good fit — Likely worth exploring with a short discovery call 20–29: Moderate potential — May need refinement or partial automation Below 20: Not a strong candidate, Consider redesigning or keeping manual (for now).