Map one process, read what it really costs, and get your automation readiness — in about four minutes.
Find the one process with the highest automation payoff
When we ask executives the question that matters most — which process is costing you the most right now? — the strongest candidates almost always fall into one of three buckets.
Don't try to fix everything. Pick the single process that best fits one bucket below.
Focus: Free your best talent to create new value. Where are your most expensive people stuck in busy work? Reclaim 20% of their week and they close more deals and ship better products.
Ask: Where is my team doing busy work instead of selling or strategizing?
Look for: Sales outreach, personalized content, onboarding, proposals.
Focus: Cut the cost of doing business. Target tasks that happen often, eat hours, and need little human judgment — the admin that bloats overhead.
Ask: What necessary evil do we spend far too much time and money on?
Look for: Invoice processing, scheduling, data entry, reporting, Tier-1 support.
Focus: Reduce costly mistakes. Find the processes where human error is a constant worry — high-accuracy, compliance-heavy, inspection-driven work.
Ask: Where do we constantly double-check work or fix mistakes after the fact?
Look for: Contract review, compliance checks, system-to-system data transfer, QA.
We'll include this in your full report.
What this process costs you today
How many times per month is this process run across the whole company?
On average, how many minutes does one instance take — including tab-switching, logins, and thinking time?
What's the average annual salary of the person doing this task?
What's the financial impact of a single human error here — a lost lead, refund, compliance fine, or reputation hit?
How hard this process is to automate
List every platform involved in this workflow (e.g. Outlook, Salesforce, Google Sheets, Slack, PDF parser).
Does the task need higher-level skills beyond copy-paste — categorizing, replying, syncing data from unstructured text (emails, PDFs, transcripts), and making judgment calls?
Is the data unstructured (emails, calls, PDFs) or structured (databases, tables, APIs)?
How fast you can start
Is there a current SOP or video documenting this process step by step?
Do you own the budget and admin permissions for the tools involved?
Live analysis of your automation opportunity
Lost productivity per month
Total yearly cost
Automation difficulty
Implementation ready
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