5-Minute Automation Readiness Checklist

Identify which processes in your business are silently draining time and money.

• Your team manually copies data between systems (e.g., from email to Excel, from CRM to invoicing).
• The same information gets typed into two or more places.
• Someone spends time reformatting data so it works in another tool or report.
• Errors in data entry are caught days or weeks after they happen.

• Weekly or monthly reports take more than 30 minutes to compile.
• You rely on someone "knowing the formula" or "having the template" to produce key reports.
• Reconciling numbers across systems is a recurring headache.
• Reports occasionally go out with incorrect or outdated figures.

• Tasks get stuck waiting for someone to forward an email or approve a request.
• Status updates are gathered by asking people individually rather than from a shared system.
• Reminders and follow-ups are tracked in someone's head or personal notes.

• Documents are saved in personal folders or email attachments instead of a shared system.
• Finding the latest version of a file requires asking around.
• PDFs, invoices, or contracts are processed manually (e.g., reading and re-typing information).

• You have processes that work fine now but would break with 2x the volume.
• Key processes depend on one or two people who "know how it works."
• There's no documentation for critical daily or weekly workflows.
• Compliance or audit requirements make manual processes risky.