AI Workflow Opportunity Scan

Business snapshot

Tell us who you are and what kind of operation we are looking at.

A few basics help us understand the business model, team size, and urgency before we look at individual workflows.

Company name *

Primary contact *

Email *

Your role

Industry or business type

Team size

What does the business do in plain English?

What are your top goals for improving operations?

Save staff time Reduce errors Respond faster Scale without hiring Improve reporting Clean up data

What would make this project feel successful?

Systems map

Which tools, portals, spreadsheets, and inboxes run the business?

The best automation opportunities often live between systems that do not talk to each other.

Pain points

Where does work feel slow, repetitive, fragile, or unnecessarily manual?

Think about the tasks people complain about, avoid, or depend on one specific person to complete correctly.

Most frustrating repetitive tasks

Where does work get stuck or delayed?

Where do mistakes happen most often?

What processes depend too much on one person's know-how?

If you could remove one annoying task from the business, what would it be?

Process inventory

List the recurring workflows that consume the most time.

Start with the workflows that happen often, require multiple systems, involve copy/paste, or cause avoidable errors.

Good candidates are usually repeated daily or weekly, have digital inputs and outputs, follow recognizable rules, and take enough time each month to justify fixing.

Process 1

Process name

Who does it?

How often?

How long each time?

Systems or files involved

Final output

What makes it slow or painful?

Data movement

Where does data get moved, cleaned, reformatted, or reported manually?

CSV downloads, spreadsheet cleanup, recurring reports, and manual dashboards are often high-return automation targets.

What data do you regularly move from one place to another?

What files do you download or upload repeatedly?

Which reports are created manually?

Are there spreadsheets that act as a home base for operations?

Where does data need to be cleaned, checked, deduplicated, or reformatted?

Customer, order, and admin work

How does work arrive, get triaged, and move through the team?

This helps identify opportunities for routing, reminders, templated responses, status checks, and exception handling.

How does your team receive new work?

Email Phone Website form Marketplace order CRM Spreadsheet Internal request Customer portal Other

How does the team decide what happens next?

Are there common replies, updates, quotes, or follow-ups that are mostly repetitive?

What does someone manually check or monitor?

What gets missed when the team is busy?

Rules, judgment, and risk

Separate tasks computers can perform from decisions humans should own.

Automation does not have to mean fully hands-off. Many strong projects start with drafts, alerts, recommendations, and approval queues.

Which tasks follow clear rules?

Which tasks require real human judgment?

Where could automation prepare work for human approval?

What is the most expensive manual process in the business?

What kind of automation would you be comfortable with?

Draft only Recommend actions Approval before action Auto-run low-risk tasks Scheduled reports Not sure yet

Discovery access

What would be acceptable for a short, privacy-conscious discovery phase?

The goal is to understand workflows, not monitor employees. We prefer redacted examples, system exports, and targeted walkthroughs before broader tracking.

Are you open to sharing redacted examples of files, reports, or workflows?

Are you open to a short screen-share walkthrough of key workflows?

Would your team consider a browser-based workflow discovery tool for a limited audit?

How urgent is fixing these workflows?

Which deployment methods would be acceptable?

Chrome extension Google Workspace or Apps Script API integration Desktop script Scheduled report or script Not sure

Are there systems where automation or tracking is not allowed?

Who would need to approve access to systems or data?

Anything else we should know about how work actually gets done?

Review

Submit your questionnaire.

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Your answers