Getting Started: Your First Automation Audit

If your team is drowning in manual work, the fastest path to leverage is an automation audit.

What to capture

• Intake sources (email, forms, chat, CRM)
• Hand-offs (who touches what, when)
• Failure points (where things break under load)

A simple scoring model

Score each workflow by volume, time per task, and risk.

ROI ≈ (Volume × Minutes saved) − Risk cost

Next step

Pick one workflow and ship a small automation with logging + alerts.