Orivian Toolkit — orivian.ai/toolkit
Automation Opportunity Scorecard
A simple scorecard for deciding which workflow is worth automating first.
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.
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Score the workflow
Score each item from 1 to 5. A higher score means the workflow is a stronger automation candidate.
Frequency
Score 1–5
How often does this workflow happen? Daily and weekly workflows usually score higher than occasional ones.
Manual effort
Score 1–5
How much human time is spent moving, checking, copying, notifying, or updating information?
Error risk
Score 1–5
How likely is the workflow to break when someone forgets a step or enters something incorrectly?
Revenue impact
Score 1–5
Does this workflow affect sales, collections, customer response, retention, or cash flow?
Customer impact
Score 1–5
Does a delay or mistake in this workflow affect the customer experience?
Workflow clarity
Score 1–5
Are the steps clear enough to automate, or does the workflow need cleanup first?
Tool readiness
Score 1–5
Are the needed tools and data already available, or would major setup work be required?
Implementation complexity
Score 1–5
How difficult would the first useful version be? Lower complexity makes a better first automation.
Good first automation candidates
- ✓Lead capture and response
- ✓Invoice reminders and overdue escalation
- ✓Document collection
- ✓Internal handoffs after a sale or form submission
- ✓Recurring reporting summaries
- ✓Customer status updates
- ✓Task creation from forms or emails
Results
How to interpret the score
- High value and low complexity: automate this first.
- High value and high complexity: plan carefully and start with a narrow version.
- Low value and low complexity: consider it only if it is a quick win.
- Low value and high complexity: avoid it for now.
Related Orivian pages
Next step
Want help turning this into a working system?
Orivian can help prioritize the right workflow, dashboard, AI use case, or internal tool and turn it into a practical first version.