Automation Opportunity Finder

Find the business task worth automating first

Test one real recurring task against business value, process readiness, and operational control. Get a practical next step—not a list of AI tools.

What recurring task are you assessing?

Choose one task, not an entire department or “all my admin.” Your answers stay in this browser unless you separately share the result.

Business value

Whether improving this task would create a meaningful result.

1.1This task happens at least weekly or across many customers, jobs, or records.

1.2The task regularly consumes meaningful staff time or delays other work.

1.3When the task is late, missed, or wrong, it affects cash, customers, delivery, or risk.

1.4Completing this task faster or more reliably supports a current business priority.

Whether the task is stable and observable enough to build responsibly.

2.1There is a recognizable event that should start the task.

2.2Most occurrences follow a repeatable set of steps or business rules.

2.3The required information is already digital or can be captured reliably.

2.4There is one place you can check to see the task’s current status or final result.

Whether the automation can stop, escalate, and prove the business result.

3.1You can name the common problems that need a person to step in or stop the process.

3.2A specific person can approve consequential actions and own unresolved exceptions.

3.3A mistake can be detected and contained before it causes unacceptable harm.

3.4Success can be verified independently of the automation reporting that it ran.

Complete all 12 checks to generate the recommendation and project priorities.