1
Opportunity
Does your team regularly complete repetitive administrative tasks?
Examples include copying information, updating spreadsheets, sending routine emails, preparing documents and entering data.
BUSINESS AUTOMATION CHECKLIST
What could your business automate?
Review your repetitive work, customer processes, documents, approvals, reporting, systems and automation readiness.
Save time
Improve workflows
Use AI securely
Reduce costs
0 of 18 answered0%
2
Opportunity
Is information manually copied between different business systems?
This may include moving information between email, spreadsheets, CRM, accounting, job-management or document systems.
3
Customer Experience
Are customer enquiries manually reviewed, assigned and followed up?
Website forms, emails and messages may be suitable for automated capture, classification and response preparation.
4
Customer Experience
Are customer response times affected by staff availability or manual processes?
Automation may help acknowledge enquiries, collect missing information and notify the correct team member.
5
Customer Experience
Are customer, sales or supplier follow-ups sometimes delayed or missed?
Automated reminders and workflow tracking can help reduce missed opportunities and incomplete actions.
6
Internal Processes
Do approvals rely heavily on email, messages or verbal confirmation?
Approvals for quotes, purchases, leave, documents and payments may benefit from structured workflows.
7
Internal Processes
Are tasks manually handed between different employees or departments?
Automation can create tasks, notify owners, update status and escalate delays.
8
Documents
Does your team repeatedly create similar documents?
Quotes, proposals, reports, contracts, letters and forms may be generated from approved templates.
9
Documents
Does your team manually extract information from documents or emails?
Invoices, applications, forms and attachments may be suitable for automated extraction and validation.
10
Reporting
Are regular reports prepared manually from multiple systems?
Automation can collect, combine and present information without repeated spreadsheet work.
11
Systems
Do your main business systems operate separately without sharing information?
Connected systems can reduce duplicate entry and improve information consistency.
12
Systems
Does your business use modern cloud applications with integration capability?
Microsoft 365, Google Workspace, CRM, accounting and industry systems may support secure integrations.
13
Readiness
Are the main steps in your important business processes understood and documented?
Automation works best when the process, owner, inputs, exceptions and approval points are clear.
14
Readiness
Is someone clearly responsible for each process being considered for automation?
A business owner should remain accountable for the process and its outcomes.
15
Readiness
Is the information used in your processes accurate and consistently structured?
Poor-quality or incomplete data may reduce automation accuracy and reliability.
16
Governance
Are security, privacy and access risks reviewed before connecting systems?
Automations should use controlled access, secure credentials and appropriate data handling.
17
Governance
Are important decisions kept under human review or approval?
Customer, financial, legal, compliance and high-impact outcomes should not be automated without appropriate oversight.
18
Governance
Would your business monitor automation activity, errors and unusual outcomes?
Automated workflows should include logging, alerts, exception handling and regular review.
Please answer all questions to calculate your automation opportunity score.