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2-minute assessment 2-min assessment
Operations OP-02

Identify Tasks You Could Automate

Map out your repetitive tasks and get a prioritised list of what to automate first, based on time saved and complexity.

The prompt
I own a [type of business] in the UK with [number] employees. Help me identify which of my business tasks could be automated.

Here are the repetitive tasks my team handles regularly:
1. [e.g. "Manually copying invoice data from emails into Xero"]
2. [e.g. "Sending follow-up emails to leads who enquired via the website"]
3. [e.g. "Updating a shared spreadsheet with weekly sales figures"]
4. [e.g. "Chasing suppliers for delivery updates"]
5. [Add more as needed]

For each task, tell me:
- Can it be automated? (Yes / Partially / No)
- What would automation look like in plain English?
- Estimated time saved per week
- Complexity to set up (Low / Medium / High)
- Priority recommendation (automate first / second / later)

Rank them by impact  -  biggest time saving with lowest complexity first. Be honest if something isn't worth automating.

What you get back

  • A verdict for each task (Yes, Partially, No) plus a plain-English description of what automation would actually look like
  • Estimated weekly time saved and setup complexity (Low, Medium, High) for each one
  • A priority order: biggest time saving for the lowest setup effort, ranked first

How to use it

List the tasks your team does repeatedly. Five is a good starting point. Be specific (the tools involved and roughly how long each takes); generic descriptions get generic answers.

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