What should my business automate? Think of one specific task. Answer eight questions and get a plain classification of whether it is worth automating — and why.
01 Which kind of task are you thinking about?Moving or re-entering data Handling email or enquiries Updating the CRM Producing reports Creating documents, quotes or proposals Customer conversations or negotiation
02 How often does it happen?Many times a day Daily Weekly Monthly or less
03 How much employee time does it take in total each week?Under 2 hours 2–10 hours 10–30 hours More than 30 hours
04 Is the task done the same way each time?Yes — clear rules anyone could follow Mostly, with some exceptions Everyone does it differently
05 How much judgement does it require?Very little Some — a person should check the output A lot — relationships, negotiation or expertise
06 Where does the information come from?Structured systems (CRM, spreadsheets, forms) Emails and documents People's heads or scattered notes
07 What happens if it goes wrong?Minor, easily corrected Customer-facing or financial impact Serious legal, safety or reputational risk
08 What systems are involved?Mainstream cloud tools (CRM, Microsoft 365, Google Workspace) A mix, some older Legacy or bespoke systems with no integration
Related service
Want this done properly across the business? The AI Workflow Audit (£1,495 + VAT) maps every significant workflow and quantifies the cost.
Discuss a workflow
Discuss your results. Describe the process, the people involved and the systems it touches. Evans will tell you plainly whether automation looks worthwhile, and what a sensible first step would be.
Or call 0330 043 8477 · info@evanssalesconsultancy.co.uk
