Free checklist
AI Automation Opportunity Assessment
Spot repetitive work in your business that could be safely automated — and what should stay human.
Best for: Teams spending hours on repetitive admin, follow-ups or data entry
Find the repetitive work
- List tasks done more than 10 times a week
- Note how long each takes and who does it
- Mark tasks that follow the same steps every time
- Mark tasks where mistakes are common (copying data, reminders)
Good first candidates
- Enquiry acknowledgement and routing to the right person
- Appointment reminders and follow-up nudges
- Moving data between forms, sheets and your CRM
- Drafting standard replies for a human to review
Keep a human in charge of
- Pricing, negotiation and final commitments to customers
- Anything involving health, legal or financial advice
- Handling complaints
- Decisions about individual people's data
Before you automate
- Customers have agreed to be contacted on the channel you'll use
- You know where customer data will be stored
- Someone checks automated output weekly at first
- You can switch the automation off quickly
Optional
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