Free decision tool

Is this task actually ready to automate?

A strong automation candidate happens often, follows understandable steps, creates meaningful friction, uses trustworthy information, and has a safe human review path.

Pick one task your business does repeatedly—like following up with a new lead, onboarding a customer, answering common questions, preparing a quote, or updating the CRM. Answer based on how that task works today. You will get an immediate recommendation, and I will not ask for your email to show it to you.

The scorecard

Score the task as it works today.

0 of 6 answered

How oftenHow often does your team do this task?Count each time someone handles the task from beginning to end.

Same stepsDoes this task usually follow the same steps?For example, when a new lead comes in, does your team usually ask the same questions and take the same next steps?

Time and frustrationHow much time, delay, or frustration does this task create?Think about staff time, slow responses, missed opportunities, repeated work, or customer frustration.

Information neededDoes the person doing this task have the information they need?For example, following up with a lead might require their contact information, what they asked about, and notes from the last conversation.

If something goes wrongIf something went wrong, how serious would the mistake be?Could it send the wrong message, use the wrong price, expose private information, or would it be easy to correct?

Someone to review itIs there someone who can review the work and handle unusual situations?If the system is unsure or something unexpected happens, is there a person who knows when to step in?

How to use the result

The score starts the conversation. It does not make the decision for you.

Score one task.
“Follow up with a new lead” is useful. “Automate the business” is not specific enough.

Respect the override.
A serious consequence, unreliable information, or an undefined process matters more than a high total.

Start smaller.
A draft, recommendation, or internal handoff can prove value before the system receives more authority.

See how I approach Ai workflow automation