Automation Finder: Identify High-Impact Workflows in One Session

Automation Finder: Identify High-Impact Workflows in One Session

Automation opportunity discovery should take hours, not weeks. The key is a consistent question set and scoring model.

Start with business outcomes

Run Automation Finder against outcomes first:

• response time
• cycle time
• error reduction
• throughput

If an opportunity does not move one of these, it should not be in the first wave.

Capture opportunity details consistently

For each workflow, record:

• current owner
• current average time
• error or rework rate
• systems touched
• customer impact

This makes later scoring objective.

Score before building

Pass shortlisted workflows through AI Task Matcher to avoid high-risk automations too early.

Rank by value density

Value density = impact per week divided by implementation effort. This surfaces small but high-return workflows.

Validate numbers with ROI

Model top candidates in ROI Calculator before kickoff. This keeps roadmap decisions aligned with finance and operations.

A disciplined discovery pass turns automation from a trend into a repeatable operating advantage.