Automation priority worksheet

Find the repetitive process worth tackling first

Use three operating numbers to estimate the opportunity in one process, then take the result into a focused human review.

Your operating inputs
Enter a real process, or start with the illustrative values. Results update instantly in your browser.

Total team time spent repeating the process in a typical month.

01,000

People, enquiries, or opportunities that pass through the workflow.

010,000

A working estimate including pay, overhead, and the cost of attention.

0500

No tools are connected and nothing is saved. This is a planning estimate to help you choose what to examine first.

Potential hours reclaimed monthly
14 hours
Based on the illustrative 35% target share.
Leads touched monthly
120 leads
The volume used to size the implementation-priority band.
Illustrative annual opportunity
$7,560
Reclaimed capacity valued at the loaded process cost, before implementation costs.
Your implementation priority
Focused first project
Start with one narrow, repeatable handoff and prove the workflow before expanding.

Tackle first

Start with one narrow, repeatable handoff.

Why this matters

A focused first project gives the team a clear baseline and keeps the change easy to observe.

Validate with a human

Confirm the process owner, the cases that need judgment, and the smallest success measure to track.

Tailored project scope

Review service scopeTalk through this priority

Illustrative estimate only. The worksheet assumes the first automation target can reclaim 35% of the entered process hours, values each hour at the loaded process cost, and uses lead volume to size the priority band. Confirm the actual share, exceptions, ownership, and customer impact through human review with the people who run the process.