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Free Resource

Score Your Workflow Before You Automate It

Use the free AI Workflow Automation Scorecard to identify which repetitive business processes are strong candidates for automation, AI agents, or workflow optimization.

Tip: Make a copy of the sheet before editing so you can customize it for your own workflows.

How It Works

1

List a repetitive task or process

Identify the manual workflows that take up time in your business operations.

2

Answer a few readiness questions

Evaluate each task based on frequency, time spent, and rule clarity.

3

Review the automation priority score

See which workflows are strong candidates for automation or AI assistance.

Who This Is For

This scorecard is designed for teams and businesses that deal with recurring manual workflows and want a simple way to evaluate which processes are worth automating first.

Business Owners
Operations Managers
Finance & Admin Teams
Dispatch & Logistics Teams
Field Service Teams

Ideal for operational businesses with recurring manual workflows—whether in fuel distribution, field services, logistics, or back-office administration.

What You Can Do With This Scorecard

  • Evaluate tasks based on repetitiveness and time burden
  • Score processes using clear, objective criteria
  • Prioritize automation opportunities by impact
  • Customize the scorecard for your specific workflows

Want help interpreting your results?

If you identify a high-priority workflow, GAD Software can help you evaluate whether it is ready for automation and what the next practical step should be.

Built by GAD Software for business owners and operations teams exploring practical AI and workflow automation.