Tool

RPA & Workflow Automation Opportunity Assessment Template

Interactive scoring worksheet to triage and prioritize administrative and integration automation candidates by volume, variability, exceptions, access complexity, time savings, and risk. Produces a clear prioritization score and next-step recommendation.

Interactive Tool

RPA & Workflow Automation Opportunity Assessment

Use this short interactive assessment to evaluate whether a process is a high-value, low-risk automation candidate. Answer the questions below; each question maps to a numeric score. Add the numeric responses to compute a Prioritization Score and follow the recommended thresholds to decide next steps.

This tool is intentionally practical: it helps teams avoid automating low-value or high-variation tasks that produce brittle bots.

Describe what the process does, systems involved, and key outcomes (1–2 sentences).
Person or team who requested the automation or owns the process.
Enter the number of transactions in the period you choose (use the period field below).
Choose the period that matches the 'Average transactions' number.
How many minutes would automation save per transaction on average?
Percent of transactions that require human decision, correction, or exception handling. Lower is better for reliable automation.
Standardized inputs reduce bot brittleness. Each option includes the numeric score used in prioritization.
Rate how predictable inputs are. Higher = better for automation.
1.0 10.0
Select how difficult it is for a bot to access required systems.
Higher score indicates lower compliance risk for automation.
Consider the expected effort to keep a bot working over time.
Rough estimate of development and testing time to build the automation.
Mention known edge cases, SLAs, or downstream impacts.
Selecting Yes confirms you'll compute the score using the guidance below before saving.
Compute the score by summing: Volume Score + Standardization Score + System Access Score + Risk Score + Maintenance Score + Time Savings Score. See the scoring guidance below.
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