Instructions: Rate each task from 1-5 based on how often your team does it manually:
1 = Never | 2 = Rarely | 3 = Sometimes | 4 = Often | 5 = Always
Section 1: Data Processing & Management
How often does your team manually:
Section 1 Score: 0/25
Section 2: Customer Communication
How often does your team manually:
Section 2 Score: 0/25
Section 3: Administrative Tasks
How often does your team manually:
Section 3 Score: 0/25
Section 4: Monitoring & Analysis
How often does your team manually:
Section 4 Score: 0/25
Your Automation Readiness Score
Total Score: 0/100
Your Top 3 Automation Opportunities
Immediate Action Plan
Week 1-2: Quick Assessment
- ✓ Complete this automation assessment
- □ Identify the top 3 most time-consuming manual tasks
- □ Calculate current time spent on these tasks (hours per week)
- □ Research available automation tools for your industry
Week 3-4: Pilot Testing
- □ Choose ONE simple automation to test (start small)
- □ Set up basic automation using existing tools
- □ Measure time savings and error reduction
Month 2: Scale and Optimize
- □ Expand successful automation to other areas
- □ Train team on new automated processes
- □ Document ROI and plan next automation phase