AI Workflow Audit Template
This is the same template used in Discovery Sprints. Map the work, score the opportunity, and build a simple ROI case before talking to any vendor.
- 6-part workflow mapping worksheet
- Automation potential scoring rubric (1–30 scale)
- Simple ROI calculator built in
- Prioritization matrix to rank your top candidates
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What's inside the template
Six sections that take you from “something feels inefficient” to a short list of workflows that are actually worth fixing.
Workflow Inventory
Capture every recurring process your team runs — don't filter yet. Most teams find 8–12 candidates in 20 minutes.
Deep-Dive Worksheet
For each candidate: map the steps, tools, trigger, error rate, and weekly time. One page per workflow.
Automation Potential Scoring
Rate each workflow on 6 factors (repetitive, rules-based, digital input, volume, pain level, error cost). 30-point scale.
ROI Estimate
Simple math: weekly hours × automation % × blended cost × 50 weeks. Build a business case in 5 minutes.
Readiness Checklist
5 questions to confirm you're actually ready to automate — saves you from building something that won't get adopted.
Prioritization Matrix
Plot your workflows by value vs. implementation effort. Surfaces the easy wins and avoids the expensive long shots.
Already know what you want to automate?
Skip the worksheet and book a 20-minute call. Michael will tell you whether it makes sense, what would need cleanup first, and what the likely next step is.
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