Automation Opportunity List
Find the hours your team burns on robot work.
The best automation candidates are boring, repeated, and rule-based — not glamorous.
The journey, step by step
Where the work concentrates
- Inventory the repeats5
- Score the candidates4
- Pick the first three4
- Prove the return4
Inventory the repeats
List every task done more than three times a week.
Note who does it and minutes per run.
Flag anything involving copy-paste between two tools.
Flag every report built by hand from exports.
Flag every email sent from a saved template.
Score the candidates
Hours saved per month — write the number.
Rule-based or judgment-based? Rules automate first.
Error cost: what happens when the human slips?
Rank by hours times frequency. Ignore gut feel.
Pick the first three
Start with the top scorer that touches no customer.
One automation per fortnight. Not five at once.
Keep the manual path alive until trust is earned.
Name an owner who watches it for two weeks.
Prove the return
Log hours saved per week after each rollout.
Report savings in salary terms to stakeholders.
Kill automations nobody would miss.
Re-run this audit every quarter.
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