Free, ungated worksheet

The AI Workflow Audit Checklist

10 questions to find the one workflow leak that, if fixed, returns the most time to your team.

Automation fails when you try to automate everything at once. Use this checklist to find the one “workflow leak” that, if fixed, would return the most time to your team.

No email requiredAbout 3 minutesOne clear priority
1

Identifying the Time Drain

2

Assessing Automation Feasibility

3

Measuring Business Impact

Your result

How to score your workflow

Count your YES answers, then use the matching band below.

Live result

Your score

0/10 YES

Keep Looking

This may not be the right place to start. Look for a more repetitive, data-heavy process.

8–10 YES

Tier 1 Automation Priority

This workflow is likely costing you 10–20 hours per month and is highly suitable for an AI agent.

5–7 YES

Tier 2 Opportunity

It's automatable, but may require some workflow cleanup first.

Fewer than 5 YES

Keep Looking

This may not be the right place to start. Look for a more repetitive, data-heavy process.

Next step

Turn your score into a production plan.

Identifying the problem is 50% of the battle. The other 50% is building a system that doesn't fail in production.

Select a workflow to continue with your score.

We'll take your checklist result and map the architecture needed to reclaim those hours.