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Download the Business Automation Audit Checklist
Save a copy, print it or fill it in with your team. Score each line 0–2, total each section, then use the summary page to decide where to start.
What is inside
- Where the manual hours actually go
- Processes worth automating first
- Data and systems inventory
- Exception paths you must design for
- Reliability and failure handling
- Rollout and training
- Measuring hours saved
How to use it
- Complete section 1 first, using a week or two of real time logs rather than estimates.
- Do not launch an automation until section 5 (reliability) scores at least 8 out of 14.
- Report results in hours saved, measured the same way as your baseline.