Editable guide
The automation opportunity canvas
Map the task before you pick a tool.
Read the guideList the repetitive work before deciding what to automate.
List the repetitive work before deciding what to automate.
Fictional task: A service request arrives by email, is copied into a sheet, assigned and chased. Frequency 20/week, handling time 6 minutes.
Download the editable file, fill it in with a real task from your own work and revise it once you have tried the process. The guide is meant to be used, not filed.
Map the task before you pick a tool.
Read the guideBring the guide and your task to a focused session. We’ll work through it together.