AI Workflow ROI Sheet
Score one repeated workflow to see whether it is worth automating first. Answer eight questions about frequency, hours, impact, and how clean the inputs are, and get a straight verdict: build now, measure first, buy an existing tool, or keep it manual.
Score one workflow
This is triage, not a business case. Pick a single repeated workflow and answer for that one. Each answer scores 0 to 2.
How often does this workflow run?
How many hours a week does it take right now?
What happens when it is slow or gets dropped?
How consistent are the inputs?
How often do exceptions come up?
Where does the data live?
How much human review does the output need?
How big does building this feel to you?
Build now
Runs often, costs real hours, steady inputs. Worth a first automation build.
Measure first
Plausible, but the numbers are soft. Get real data before you build.
Buy, do not build
Common shape, clean data, safe to automate. An off-the-shelf tool likely wins.
Keep it manual
Inputs vary or exceptions are constant. Automating now breaks more than it saves.
The score is triage, not a business case.
It tells you which workflow to look at first, not what the automation will cost or return. The $750 Workflow Audit maps the real steps, data, and payback in five working days.