Automation Opportunity Assessment
Score one process or task for how well it suits automation: volume, rules, data, systems, value and risk. Run it for several tasks and compare the scores to choose what to automate first.
- Free
- No sign-up to try
- Works as you type
Answer for one process or task (name it above) to see how well it suits automation. Repeat for others and compare the scores.
0 of 13 answered
Answer the questions to see your score by area as you go.
Answer at least 11 of 13 questions to save your results as a Room.
How it works
How the Automation Opportunity Assessment works
- 1
Answer the questions
Pick the answer closest to where you are today. It takes a few minutes.
- 2
See your score
Your score by area appears as you answer, with the weakest areas first.
- 3
Save your results
Create a Room with your scores, next steps and an adviser to talk them through.
Worked example
What it makes
13 questions across 5 areas. Each answer scores 0 to 3; an area's score is its points as a share of the most it could get.
Volume and repetition
- How often is the task done?
- How much time does it take in total each month?
- How similar is each run of the task?
Rules and stability
- Could you write the steps and decisions as clear rules?
- Is the process written down today?
- How often does the process change?
Inputs and data
- Are the inputs digital and structured (forms, spreadsheets, system records)?
- How complete and accurate are the inputs?
Systems and ownership
- Do the systems involved offer a way to connect (an integration, API or export)?
- Is there someone who can own and maintain the automation once it's built?
Value and risk
- Do mistakes or delays in this task cause problems today (rework, complaints, late payments)?
- If an automated step went wrong, could it be caught and fixed before it harmed anyone?
- Would the people doing the task welcome automating it?
Results bands: Poor fit (0+), Possible (40+), Good candidate (70+), Strong candidate (90+). A self-assessment from your own answers: a starting point for a conversation, not an audit, certification or professional advice.
Who it's for
Who uses it
Operations managers
Rank candidate processes before committing time or budget.
Founders
Decide which admin task to automate first.
Automation consultants
Score a client's task list consistently in a workshop.
Good to know
What to consider
- Score one task at a time; a whole department mixes too many different answers.
- A low score isn't a no: it usually means standardising the process or cleaning up the data first.
Questions
About the Automation Opportunity Assessment
How do I compare several tasks?
Answer once per task, naming each task in the box above the questions, and save each result as a Room. The task with the highest score and fewest weak areas is usually the best place to start.
Is this an audit or a certification?
No. It scores your own answers against a written rubric to show where you stand and what to do next. Use it to start a conversation, not as an audit, certification or professional advice.
Make your results now
Free, no sign-up to try. It becomes a Room you can edit, publish and share.
Create my resultsRelated
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