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Workflow Prioritizer

Score your candidate workflows on time saved, frequency, and risk, and see which to automate first.

From AI Automation 101: Prioritize Your First Workflow →

Tool: Workflow Prioritizer

1.

Hours per week

How rule-based?

Risk if it goes wrong

2.

Hours per week

How rule-based?

Risk if it goes wrong

3.

Hours per week

How rule-based?

Risk if it goes wrong

4.

Hours per week

How rule-based?

Risk if it goes wrong

5.

Hours per week

How rule-based?

Risk if it goes wrong

Automate first

Logging new leads into the CRM

  1. 1Logging new leads into the CRM12
  2. 2Answering common customer questions8
  3. 3Entering invoices into accounting7.5
  4. 4Building the weekly sales report6
  5. 5Writing custom client proposals2

How the score works: hours per week × how rule-based it is (judgment = 1, mixed = 2, rules = 3) ÷ risk (low = 1, medium = 2, high = 3). Workflows that take lots of time, follow clear steps, and are cheap to get wrong rise to the top. It's a rough guide to start a conversation, not a final verdict.