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AI and Automation · Free

Automate the right task first.

Where to Automate First is a one-page worksheet. List five tasks your team repeats. Score each one. The highest score goes first.

PDF and Excel, in English and Spanish

Get the worksheet

Step 1 of 2What is slowing the business down?

Pick every one that applies. Your picks shape the one suggestion Manuel sends back.

AI and automation

Operations

Sales and strategy

What is inside

  • A scoring method: hours per week, how repeatable the task is, and the cost of a mistake.
  • A worked example to copy.
  • An Excel worksheet that scores and ranks your tasks and flags the first pick.

In short

Where to Automate First is a free worksheet from Dipriva Consulting Group. It scores each repeated task as hours per week times repeatability, divided by the cost of a mistake, and the task with the highest score is the first one to automate, once its steps are written down.

01Preview

The scoring method

One formula, five tasks, one first pick. Here is the worked example from the page.

Where to Automate First

TaskHours per weekRepeatable (1 to 3)Cost of a mistake (1 to 3)Score
Enter new client details into the CRM43112

Score = hours per week x repeatable, divided by cost of a mistake.

  • Repeatable: 1 = the steps change every time. 3 = the same steps every time.
  • Cost of a mistake: 1 = easy to fix. 3 = expensive or hard to undo.

Before you automate the top task, write down its steps. If you cannot list the steps, fix the process first.

Get the worksheet

02Questions

Questions owners ask first.

How is each task scored?

Multiply the hours per week by how repeatable the task is (1 to 3), then divide by the cost of a mistake (1 to 3). The highest score is your first automation.

What if I cannot list the steps of the top task?

Fix the process first. Automating a process nobody has written down makes the same mistakes faster.

What happens after I download it?

Manuel reads every request and replies within 2 business days with one suggestion based on your picks. Insights emails come only if you tick the box.

Want it done with you?AI and automation consulting that eliminates operational drag.This tool is the first step of our consulting work in this area.See the service

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