Assess Your Automation Potential

Automation Readiness Check

Evaluate your business processes to find the best automation opportunities. Get instant readiness scores and ROI estimates.

Step of 6
process(es) assessed

What process do you want to assess?

Describe the manual process you're considering for automation.

Or choose a common process:

How often is this process performed?

Higher frequency = higher automation ROI

How much time does this process take per occurrence?

Include all manual steps from start to finish

How would you describe the decision-making involved?

Simpler, rule-based processes are easier to automate

What's the data format like?

Structured, consistent data is ideal for automation

How often do errors occur in this process?

High error rates often indicate good automation candidates

How many systems/tools are involved?

Fewer systems = simpler automation

Process Added!

You've assessed process(es). Add more for a complete audit, or view your results.

Overall Automation Readiness
%

Process Analysis

Potential Impact

Weekly Time Saved
Annual Value
Best Candidate

Recommendations

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Automation Readiness Guide

Ideal for Automation

  • High volume: Runs daily or more frequently
  • Rule-based: Clear if-then logic, no judgment
  • Structured data: Consistent formats, digital inputs
  • Error-prone: Manual mistakes are common

Challenging to Automate

  • Requires judgment: Complex decisions, exceptions
  • Unstructured: Handwritten, verbal, variable formats
  • Rare occurrence: Low ROI for one-off tasks
  • Frequently changing: Rules shift constantly

Common Automation Candidates

Finance & Accounting
  • Invoice processing
  • Expense approvals
  • Report generation
  • Reconciliation
HR & Operations
  • Employee onboarding
  • Time tracking
  • Leave requests
  • Compliance checks
Sales & Marketing
  • Lead qualification
  • Email campaigns
  • CRM updates
  • Proposal generation

Frequently Asked Questions

A process is ready for automation when it meets these criteria: it's repetitive and rule-based, has consistent inputs and outputs, runs frequently (daily or weekly), requires minimal human judgment, and has clear success criteria. High-volume, low-complexity tasks are the best candidates for automation.
An automation readiness score of 70% or higher indicates the process is an excellent automation candidate with clear ROI potential. Scores between 50-70% suggest the process can be partially automated with some human oversight. Below 50% means the process may require significant re-engineering before automation is viable.
Avoid automating processes that: require significant human judgment or creativity, have highly variable inputs with many exceptions, change frequently, involve sensitive decisions requiring empathy, or occur rarely. Also avoid automating broken processes - fix them first, then automate.
Well-implemented automation typically delivers 200-400% ROI within the first year. Key factors include: time savings (often 60-90% reduction in manual effort), error reduction (near-zero for rule-based tasks), faster processing (from hours to minutes), and employee reallocation to higher-value work. Payback periods range from 3-12 months depending on complexity.