What’s inside the PDF:
- The how-to-fill guidance and scoring scheme
- Six process blocks per page, duplicated as needed: what happens, frequency, pain, owner, systems
- The first-reading section that surfaces your top three candidates
Two habits keep the worksheet honest. First, ask the people who DO the work, not only the managers who describe it. The gap between those two lists is often the most useful finding. Second, score pain truthfully rather than politely. One process rated five out of five is worth more than three rated a diplomatic two, because people build workarounds for the processes they hate, and workarounds are where errors live.
If you’d rather do it on screen, Sift, our free idea scorer, is this worksheet as a two-minute tool: enter each process, answer the same four questions, and it draws the ranked shortlist and effort/impact map for you, with an option to email yourself the result. The PDF is for teams who work better around a printout.
Fill it in before any vendor conversation. Every demo you sit through afterwards gets sharper, because you know which processes you’re shopping for, and the questions to ask in an AI demo land harder with your own numbers in hand. An Automation Audit starts from the same inventory and adds the effort-versus-impact mapping, the tool choices and a costed order. The workflows guide shows what the top rows usually become.
This page and the template are for informational purposes only and do not constitute regulated financial advice, legal advice, or a compliance opinion. Adapt with a qualified professional where regulation applies.