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Free resource · 2-page PDF
Map one job you repeat, on paper.
Before you automate anything, you need to know what is actually automatable. This is the worksheet we use to take a recurring workflow apart, step by step, and sort each one into the part a machine runs for free and the part a person should still own.
You run the same process over and over
Onboarding, follow-up, reporting, eligibility, scheduling - work that feels manual but follows rules.
You suspect software could do most of it
But you are not sure which parts are genuinely automatable and which still need a person.
You want clarity before spending a dollar
The worksheet gives you the map. The free diagnostic and a call are there when you want the build.
Free worksheet · 2-page PDF
Map your own workflow.
A worksheet you can fill in yourself. Pick one job your team repeats, sort each step, and see how much of it plain software could run with no AI bill at all.
- A simple way to sort each step: software, AI, or a person
- A printable table you fill in for your own process, step by step
- A quick score of how much of the job is already just software
- A workflow map you can use on your own or bring to a diagnostic