InteractiveForm
Interactive Tool

Quick Automation Opportunity Assessment

Use this short form to capture the facts about a routine task. The answers will help you decide whether the task is a good candidate for a low-risk automation pilot.

Example: 'Weekly invoice data entry' or 'Customer refund request triage'
Role or team name; include approximate number of people if more than one.
Estimate a typical week, not a peak week.
Round to nearest 5 minutes; include set-up and follow-up time.
A step is a separate click, lookup, phone call, or decision point.
If unknown, give your best guess or leave blank.
1 = purely rules-based, 5 = high discretion needed
1 10
Does this task affect legal, regulatory, or patient safety outcomes?
Choose the best fit for current staffing and skills.
Examples: save staff time, reduce refunds, speed customer response, avoid fines.
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