Run. I have to deliver.
Automation audit checklist
Find the first process worth automating, and keep a person in the loop.
- Format
- Printable checklist
- For
- Small businesses and teams drowning in admin.
- Licence
- Free forever. Use it, change it, use it in paid work. Don't resell it as yours. The licence
What's inside
A process inventory, a scoring grid, data and legal checks, a human in the loop design sheet, a 30-day pilot plan and a results sheet. It shows you where automation and AI will save real time, and what has to be true before you switch anything on.
How to use it
- List every repetitive task, and be honest about the time each one takes.
- Score each process and start with the highest total.
- Check the data and the legal basics before you build anything.
- Decide what the automation may do on its own and what always goes to a person.
- Run a 30-day pilot against a baseline, then keep it, fix it or switch it off.
Get it
Automation audit checklist goes on the shelf soon. Nothing to fill in until then.