Automation decision tool

Should you automate this process?

Estimate financial return, check whether the workflow is ready, and get a practical recommendation—not every repetitive process should be automated immediately.

How to use this calculator

Work through the four steps for one real workflow. Results update as you change inputs. Stay in step view for a guided path, or switch to full screen to edit everything at once.

  1. Process volume

    Enter how many tasks this process handles (per day or week), average minutes per task, and the fully loaded hourly labor cost. The summary shows time, headcount, and labor cost for the period you chose.

  2. Automation readiness

    Score documentation, stability, rule-based decisions, digital inputs, exceptions, and ownership. Optionally mark strategic benefits (compliance, scaling, consistency). Those are shown separately and never inflate ROI.

  3. Proposed automation

    Describe a realistic build: share of tasks you can automate, adoption, human review time left, setup cost, software, maintenance, and internal troubleshooting hours.

  4. Conclusions

    Read the recommendation, switch Conservative / Expected / Optimistic scenarios, then copy the assessment or request a quote. Use Full screen anytime to see every step on one page.