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How much of your workflow can realistically be automated?

Start here: how many times per week does the process you are thinking about actually run?

How consistently does this process follow the same steps?

Consistency is the single biggest factor in automation reliability.

Is the input data clean and in a consistent format?

Automation amplifies data quality problems. Garbage in, garbage out — faster.

How much human oversight currently exists in this process?

The right automation strategy depends on whether you can reduce oversight or need to maintain it.

Does your team have experience operating automated workflows?

Automation experience reduces implementation risk significantly.

Calculating your automation scope...

Assessing frequency, consistency, data quality and team readiness

    Get the automation scope worksheet

    A simple spreadsheet to map and score your processes for automation potential — takes about 30 minutes to fill in.

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