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Template to prioritize what to automate

The guide’s table, ready to fill in: score each process High, Medium or Low and the template works out the priority and the next step.

Preview of the “Template to prioritize what to automate” template

FreeExcel · works in Google Sheets · 15 KB

What’s inside

  • A “Prioritize” sheet for 50 processes, with drop-down lists and the priority calculated for you.
  • The guide’s rules to read the result: where to start, what a simple automation solves and what to review first.
  • The four levels, from improving the process to building your own software.
  • A process sheet: the six questions to describe the one you’ll automate.
  • A before-and-after table to measure whether it was worth it.

Based on the guide by John Gómez

Which business processes are worth automating?

Read the guide →

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