Peregrine Automations
Free interactive worksheet - about 5 minutes

The Automation Discovery Worksheet - Interactive

Turn “we should automate something” into a prioritised shortlist of what to automate first. 14 questions across your workflow, its true cost, and your team's readiness.

Your top automation candidate

The single workflow to automate first, based on your answers - no generic advice.

A readiness band

Ready, Nearly there, or Do discovery first - so you know whether to build or lay groundwork.

Three next steps

Concrete, templated moves matched to your score band, ready to action this week.

Section 1 of 3Workflow map

First, let's pin down the one workflow that's costing you the most.

Which workflow are we looking at?

Which workflow are we looking at?

Pick the one you'd fix first if someone waved a wand.

When this workflow kicks off, where does the information first land?

When this workflow kicks off, where does the information first land?

How many times does the same info get typed or copied between steps?

How many times does the same info get typed or copied between steps?

How many people touch it before it's done?

How many people touch it before it's done?

Answer every question in this section to continue.

Your answers are stored securely and never shared. Read our Privacy Policy. Built by Peregrine Automations - the same zero-bloat systems we build for clients.