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Which task should you automate first?

List three tasks that repeat, estimate the time they take, and record what needs human review. Use this worksheet to prepare a useful conversation with your team.

Your worksheet

The starting values are illustrative. Replace them with your own estimates. Your worksheet stays in this browser tab and is not submitted to ABZN.

Task 1

Current handling time: 2.0 hours/week

Task 2

Current handling time: 2.5 hours/week

Task 3

Current handling time: 1.0 hours/week

5.5 hours per week across these tasks

This is current handling time, not a promised saving. Allow for review, exceptions, setup, and running costs when comparing an automated process.

Choose a candidate

  1. 1. Start with a repeated task whose inputs are available and whose output someone can check.
  2. 2. Write down what a mistake would cost and when the workflow should stop for a person.
  3. 3. Measure the manual process before a small pilot, then compare total time and quality afterwards.

See an example with source facts and human review →

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Bring your worksheet to a fit call.

We can start with a free 20-minute fit call. You explain the task and the tools involved; I help you decide whether an audit is a useful next step.