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AI & data

How to Identify Automation Opportunities in Your Company

A two-week audit method for finding what to automate first: a task inventory, scoring on frequency, duration, error cost, data readiness and approvals, and a weighted matrix that produces a ranked list.

· 7 min read · Dawood Cheema

Key takeaways

  • Automation projects fail at selection more often than at build; use a scored inventory, not the loudest complaint.
  • Score every repetitive task on hours per month, error cost, data readiness, approval complexity and fit with tools you already own.
  • Fix the data before automating: a form instead of email, a system instead of a spreadsheet.
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