Which of your repeat tasks could be automated?
Tick what your team does by hand. The summary shows a typical approach for each, whether a person should still review it, and what to watch out for.
How to read the result
- The summary updates as you tick. Use 'Select all' on a group to explore a whole area.
- 'Human review needed' means a person should check or decide, even after the repetitive part is handled.
- Items are conversation starters. Start with the ones that cost you the most time or cause the most errors.
Limits to keep in mind
- Not everything can be fully automated, and some automation costs more to maintain than the task it replaces.
- Third-party tools may add fees, plan limits or approval steps.
- This is not an audit of your process.
Tell us how your business runs today.
Share the messy part: the spreadsheets, the chasing, the double entry. We will map it with you and tell you honestly whether software helps, and what it would take.