Find your best automation opportunity
Score your repetitive tasks by frequency, frustration, and business impact. Leave with one clear place to start.
Find the task worth automating.
For each task, score frequency, frustration and business impact from 1 (low) to 5 (high). Its opportunity score is frequency × frustration × impact, out of 125. Compare tasks using the same scale.
How to choose a score
Frequency: 1 = monthly or less; 2 = weekly; 3 = several times a week; 4 = daily; 5 = several times a day. Frustration: 1 = easy; 3 = annoying; 5 = draining. Impact: 1 = minor convenience; 3 = meaningful time saved; 5 = directly affects customers or revenue.
Name at least one task to find your highest-scoring opportunity.
A starting point for choosing a task. Check data access, exceptions and time saved before building.
Want help building it? ↗Name the repetitive work
Write down three tasks you do again and again. Be specific: “copy new leads into the CRM” is more useful than “admin.”
Score each task
Use the scorecard above. For each named task, multiply frequency × frustration × business impact. Use the same 1–5 scale for every task.
Choose the first opportunity
Start with the highest-scoring task. If tasks tie, choose the one with clear inputs, predictable steps, and fewer exceptions.
Check before you build
- What starts the task?
- Where does the information come from?
- What should the finished result look like?
- Which exceptions need a person?
- How will you notice a failure?
Run one small experiment
Write the steps down. Automate one repeatable step, test it with sample data, and compare the time it takes with your current process. Keep a person reviewing the result until it is reliable.