Checklist

Automation Opportunity Worksheet

Pick one specific, recurring task and run it through this checklist. Not everything should be automated — this helps you tell the difference. Check items off as you go; nothing here is saved, so revisit anytime.

0 of 0 checked

Is It Actually a Good Candidate?

Current Cost

Data & Systems Readiness

Before You Build It

Found a strong candidate?

AI Automation engagements take this from worksheet to working system.