Should this workflow be automated — or fixed first?
Eighteen short questions about one workflow. We'll review your answers and send you a written assessment — what's realistic, what to fix first, and the recommended next step — not always automation.
Before you start
Please do not enter confidential customer, employee, financial, medical, legal, authentication, or proprietary information into this assessment. Describe the workflow in general terms — what happens, not the private details of a specific case.
Run the assessment
Which part of the business is this workflow in?
What this is, and isn't
This assessment gives an illustrative planning view, built from the answers you enter — it is not a forecast, quotation, professional advice, or a guarantee of business results. It is entirely capable of concluding that a workflow is not worth automating yet, and it will say so when that is the honest answer.
How to read this tool
- You entered Figures you typed or selected. Nothing is pre-filled from client data.
- Illustrative assumption A planning percentage you control. Not measured across client engagements.
- Calculated output Arithmetic applied to the two rows above, shown in full below.
- Verified client result None. No figure in this tool comes from a client engagement.
This tool provides an illustrative planning estimate based on the information and assumptions entered. It is not a forecast, quotation, professional advice, or guarantee of business results.
How the estimate is calculated
- The four scores are weighted planning estimates from a fixed set of questions, not a scientific or predictive model.
- The recommendation reflects the combination of your answers — it does not always point to automation, and "leave it alone for now" is a genuine possible outcome.
- Risk level is based on the sensitive categories you flag and whether a mistake could realistically be caught before harm — it is a starting point for a conversation, not a compliance judgement.
- Nothing here is drawn from a client engagement, and no result is attributed to one.
Turn the result into a scoped pilot
Bring your assessment result to a 30-minute Workflow & Automation Strategy Call. We will confirm the recommendation against your actual systems and agree the narrowest first step.