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Workflow Automation Audit
15 questions across 5 business areas. See your automation readiness score instantly - and find out exactly which workflows to fix first.
0 of 15 answered
Data & Reporting
Team members copy data between systems (spreadsheets, CRM, email) more than 3x per week
Weekly or monthly reports are compiled manually by pulling data from multiple tools
Syncing data between two or more platforms requires someone to do it by hand
Customer & Sales
Leads or customer inquiries sit unacknowledged for more than a few hours
Follow-up emails, proposals, or quotes are sent manually for each new prospect
Sales pipeline updates or status changes require someone to update them manually
Finance & Admin
Invoices are created or sent manually for recurring or regular clients
Expense tracking, reconciliation, or payment matching requires manual data collection
Purchase approvals or reimbursement requests are handled through email or chat
HR & People
Onboarding a new hire involves sending the same documents and instructions every time
Leave requests, shift changes, or attendance tracking require manual coordination
Applicant tracking, interview scheduling, or job post updates are done by hand
IT & Operations
Software access is provisioned or revoked manually when people join or leave
System issues are discovered only after a user reports them, not via automated alerting
Routine maintenance tasks (backups, cleanups, reports) need someone to manually trigger them
Answer all 15 remaining questions to see your score