Workflow Audit Checklist

Click each item that is true for the task you want to automate. If you check 7 or more, the task is likely a strong automation candidate.

• The task runs at least once a week (daily or hourly is even better).
• The steps are the same every time with little judgment in the middle.
• You already use digital tools for it (forms, email, spreadsheets, CRM, Slack).
• A human copies data from one tool into another by hand.
• Mistakes happen because someone forgot a step or typed the wrong field.
• The task takes 15 minutes or more each time it runs.
• Delays in this task slow down customers or your team.
• You can describe the workflow in a numbered list without saying "it depends."
• The output format is predictable (same fields, same folder, same channel every time).
• You are not trying to replace a relationship (sales calls, therapy, custom design reviews).