Orivian Toolkit
Free tools for improving operations, automation, reporting, AI, and internal software.
Use these checklists, scorecards, and planning worksheets to find bottlenecks, prioritize automation opportunities, and plan better internal systems — before spending on software or consultants.
How to use the toolkit
1. Pick a problem area
Start with operations, automation, reporting, software, or AI.
2. Work through the checklist
Use the questions to clarify what is broken and what better would look like.
3. Turn it into action
Use the results to prioritize your next workflow, dashboard, AI, or software improvement.
Each tool can be printed, saved as a PDF, copied as Markdown, or shared with your team.
Start here
Not sure which tool to use first?
These three tools are the best starting points for most business owners and operators.
Operations Audit Checklist
A practical checklist for finding manual work, reporting gaps, handoff issues, and automation opportunities inside your business.
Use this tool →OperationsWorkflow Bottleneck Finder
A worksheet for identifying where a workflow gets stuck, who owns each step, and what should be improved first.
Use this tool →AutomationAutomation Opportunity Scorecard
A simple scorecard for deciding which workflow is worth automating first.
Use this tool →Browse by category
Choose the area you want to improve.
Operations
Find bottlenecks, manual work, handoff issues, and operational friction.
Operations Audit Checklist
A practical checklist for finding manual work, reporting gaps, handoff issues, and automation opportunities inside your business.
Best for: Business owners and operators who know operations feel messy but are not sure what to fix first.
Use this tool →Workflow Bottleneck Finder
A worksheet for identifying where a workflow gets stuck, who owns each step, and what should be improved first.
Best for: Business owners and operators who know a process is slow, inconsistent, or confusing but need help identifying the actual bottleneck.
Use this tool →Automation
Prioritize and map workflows that should not depend on manual follow-up.
Automation Opportunity Scorecard
A simple scorecard for deciding which workflow is worth automating first.
Best for: Businesses interested in automation but unsure which process should be automated first.
Use this tool →Lead Response Workflow Template
A practical template for mapping how new inquiries are captured, acknowledged, routed, updated in your CRM, and followed up.
Best for: Service businesses, agencies, consultants, contractors, and local operators that cannot afford slow or inconsistent lead follow-up.
Use this tool →Invoice Reminder Workflow Template
A practical template for mapping invoice reminders, overdue escalation, internal alerts, payment status updates, and weekly AR visibility.
Best for: Small and midsize businesses where invoices, reminders, payment checks, and overdue follow-up are still handled manually.
Use this tool →Reporting
Plan dashboards, owner reporting, and clearer visibility from business data.
QuickBooks Dashboard Planner
A planning worksheet for defining the owner-level QuickBooks dashboards and reporting views your business actually needs.
Best for: Business owners using QuickBooks who want clearer visibility without relying on spreadsheet exports.
Use this tool →Dashboard Requirements Worksheet
A worksheet for defining the audience, metrics, data sources, filters, alerts, and success criteria before building a dashboard.
Best for: Businesses planning an owner dashboard, operations dashboard, QuickBooks dashboard, or custom reporting system.
Use this tool →Custom Software
Scope internal tools and spreadsheet replacements before building software.
Internal Tool Requirements Worksheet
A worksheet for scoping an internal tool before replacing spreadsheets, manual handoffs, or disconnected workflows.
Best for: Businesses considering a custom internal tool, dashboard, portal, or workflow system.
Use this tool →Spreadsheet Replacement Checklist
A checklist for deciding whether a spreadsheet has become operational risk and should be replaced with an internal tool, dashboard, or workflow system.
Best for: Teams relying on spreadsheets for live operations, approvals, status tracking, customer work, reporting, or internal handoffs.
Use this tool →AI Integration
Evaluate whether a workflow is ready for practical AI integration.
How this connects
Use the toolkit to clarify the problem. Bring Orivian in when you are ready to build the fix.
Automation
Use the scorecards and workflow templates to identify what should be automated first.
Learn more →Reporting
Use the dashboard planners to define what owners need to see before building reports.
Learn more →Custom Software
Use the internal tool worksheets to scope a focused first version.
Learn more →AI Integration
Use the readiness checklist to find practical AI opportunities and avoid vague AI projects.
Learn more →Next step
Found a workflow worth fixing?
If one of these tools reveals a bottleneck, reporting gap, automation opportunity, AI use case, or internal tool need, Orivian can help turn it into a practical first version.