Your automation audit.
Ranked opportunities. Clear scoring. Actionable insights.
These are example excerpts. Your audit prioritizes your Top 3 priorities (maximum) ranked by transparent scoring. May return fewer than 3 if fewer patterns apply to your business.
Invoice Generation & Delivery
Operations
Score Breakdown
Time
5/5
Frequency
4/5
Why this ranks high
Because invoices repeat weekly and errors compound fast, automating generation + delivery removes the most recurring admin time with low complexity.
Time Saved
8–12 hours per week
Lead Follow‑Up Routing
Sales
Score Breakdown
Time
4/5
Frequency
5/5
Why this ranks high
Because leads decay by the hour, routing and templated follow‑ups convert faster than any “nice-to-have” workflow while staying relatively simple.
Time Saved
3–6 hours per week
Support Triage & Auto‑Responses
Support
Score Breakdown
Time
3/5
Frequency
5/5
Why this ranks high
Because repeated questions create the same work over and over, triage + routing cuts response time and stops your inbox from becoming a queue of manual labor.
Time Saved
2–4 hours per week
Weekly Reporting Snapshot
Analytics
Score Breakdown
Time
3/5
Frequency
4/5
Why this ranks high
Because reporting work expands to fill deadlines, a consistent snapshot eliminates the weekly scramble without adding new operational overhead.
Time Saved
1–3 hours per week
Onboarding Checklist Automation
Customer
Score Breakdown
Time
2/5
Frequency
4/5
Why this ranks high
Because onboarding is where churn starts, automating the checklist keeps handoffs consistent and prevents “silent drops” across the team.
Time Saved
1–2 hours per week
Most teams automate the wrong thing.
Decide Automation shows you what to automate first—and why it matters.
How it works
Answer questions
Tell us about your workflows, tools, and time sinks. Takes 5–10 minutes.
Get your audit
Receive your Top 3 priorities with clear scoring and rationale.
See what changes next
Your audit is a snapshot. As your volume, team, or tools change, priorities change—Decide Automation helps you stay ahead of drift.
What you get
Not a list of ideas—a clear, ranked diagnosis of what matters most right now. Saves you 8–15 hours of research and guesswork.
Your clear #1 (and up to Top 3)
Ranked by leverage using your inputs (volume, tools, and pain). Deterministic scoring, not guesswork. Focused enough to act, not broad enough to feel generic.
Why #1 beats #2
Head-to-head justification so the ranking feels inevitable—not arbitrary.
What would change the ranking
The audit is a snapshot. We call out the inputs that drive priority—so you know when to re-run.
A shareable snapshot (PDF)
A clean record of “what matters now” you can share with a team, contractor, or future you.