Free workflow assessment

AI Automation Workflow Opportunity Scorecard

Score a repetitive business process across value, readiness, complexity and risk. Use the result to decide whether to investigate automation, improve the process first or keep it human-led.

Before you begin

Choose one specific workflow

Good examples include customer enquiry routing, invoice data capture, approval requests, recurring reports or document classification. Avoid scoring a whole department or a vague objective such as “use more AI”.

This scorecard is a preliminary planning tool. It does not assess technical feasibility, privacy compliance, legal obligations, security controls or the suitability of a particular AI system.
RarelyVery frequently
Very littleSubstantial
MinimalFrequent or costly
Low impactHigh impact
Unclear or variableStable and documented
Poor or unavailableReliable and accessible
SimpleHighly complex
Low sensitivityHigh sensitivity
50

out of 100

Investigate with structured discovery

The workflow may be worth exploring, but readiness, complexity and controls need closer review.

Scoring method: frequency, time, errors, impact, process stability and data readiness increase the score. Integration complexity and risk reduce it. A high score is not approval to automate; it indicates a stronger candidate for discovery.

Interpret the result

What to do next

75–100: discover

Measure the baseline, map exceptions, confirm access and define acceptance criteria.

50–74: investigate

Test feasibility and resolve uncertain data, ownership, licensing or integration questions.

30–49: improve first

Standardise the process, improve data and clarify responsibilities before automation.

0–29: human-led

Low volume, high variability or high risk may make another workflow a better priority.

Prepare for discovery

Bring evidence, not just an automation idea

  • Monthly task volume and average handling time
  • Examples of normal inputs and common exceptions
  • Systems, accounts and data locations involved
  • Current owners, approvers and handoff points
  • Errors, rework, customer delays and operational impact
  • Security, confidentiality and retention concerns
  • A measurable definition of success
Estimate ROIView anonymised case examples

Need a prioritised roadmap?

Turn candidate workflows into an evidence-based plan.

An AI Workflow Opportunity Audit maps current processes, estimates potential value and compares feasibility, risk and implementation effort.

Explore the Opportunity AuditDiscuss your workflow