Is this workflow worth automating?

Choose one real workflow and check every statement that applies. The result is a conversation starter, not a business case by itself.

Repetition

The same information is entered into more than one system.A recurring process starts with a predictable email, form, or document.Staff repeatedly sort, rename, copy, or summarize information.

Delay and visibility

Work waits because the next person does not know it is ready.Customers or employees regularly ask for status updates.Managers need manual exports or spreadsheet consolidation to understand what is happening.

Rules and exceptions

Most items follow a known set of steps or validation rules.A smaller number of exceptions still need human judgement.The team can explain what a correct result should look like.

Readiness

The process has a clear business owner.The source information is available in a consistent place or format.The team is willing to test a smaller first version before expanding it.

Your result

0/12

Keep observing the process. A clearer, more repetitive workflow may be a better first automation target.

Discuss the workflow

Volume

How often does this workflow happen each week or month?

Time

How much staff time does one item require today?

Exceptions

Which decisions still require a responsible person?