Automation audit: score any task
Not sure what to automate first? Score any task on the four things that matter and get a clear verdict, so you start with the work that pays back fastest.
Start with the right task
The best first automation is repetitive, frequent, error prone and eats real hours. Score a task against all four and the answer becomes obvious.
Score each task
Rate a job on time, repetition, errors and how rules based it is. The tool weighs them for you.
Get a clear verdict
From automate now to fix the process first, so you do not automate a broken task.
Work down the list
Score your tasks one by one and tackle the highest scorers first. That is your automation roadmap.
Score a task
Enter one task at a time. Come back and score the next to build your list.
automation priority
Enter a task to see where it sits.
A guide, not a rule. It weighs time and repetition most heavily, since those drive the payback of automating a task.
How the score works
The score combines four things. How much time the task eats, worked out from the hours a week and how many people do it. How repetitive and rules based it is, since predictable work automates most cleanly. And how often it causes errors, since automation removes slips. Time and repetition carry the most weight because they drive the return.
A high score means automate now. A middling score often means the process needs tidying before you automate it, so you do not simply speed up a mess. A low score means leave it, for now.
Common questions
What makes a task worth automating?
Repetitive, frequent, rules based work that eats real hours and is prone to error. Creative and judgement heavy work is usually best left with people.
Should I automate a task that scores medium?
Often the process needs tidying first. Automating a messy process just makes the mess faster. Fix the steps, then automate.
How do I use this to plan?
Score each of your candidate tasks and rank them by score. The highest scorers are your first automation projects.
What if I am not sure of the numbers?
Estimate. The tool is about relative priority, not precision, so a sensible guess still points you at the right task.
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Turn your scores into a plan
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