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Can your process be automated?

Evaluate the automation potential of a process using 6 criteria and get concrete recommendations.

FreeNo login~4 minutesPDF result

Describe process

Process name *

Short description (optional)

Evaluate criteria

Frequency

How often is this process executed?

Rules-based

Is the process based on clear rules or does it require discretion?

Data availability

In what form is the required data available?

Standardization

How standardized is the process flow?

Decision complexity

How complex are the decisions in the process?

System breaks

How many different systems/tools are involved?

7 more inputs needed

How the check scores a process

Six criteria that decide whether automation will carry — and a recommendation that may well read “do not automate”.

1. One process, six criteria

Frequency, rule-based behaviour, data availability, standardisation, decision complexity and the number of systems involved. Each with four graded answers.

2. Weighted scoring

The criteria do not weigh the same. A daily, fully rule-based process with digital data is a different case from a rare judgement call on paper — even though both get called “automatable”.

3. A recommendation with reasons

A score for the potential, the criteria that drag it down, a suggested tool category and a rough sense of the point at which the effort would pay for itself.

Four processes, four answers

The check earns its keep when it advises against something. Agreement is available without a tool.

Invoice approval

Daily, rule-based, data digital, three systems involved. The classic case where the system breaks are the effort, not the logic.

Leave request

Rare per person, frequent in total, entirely rule-based. What usually fails here is not suitability but the question of who maintains the tool.

Complaint handling

Every case different, judgement required, some data on paper. A low score is the correct outcome here — individual steps are automatable, the process is not.

Quotation

Standardised and free-form parts inside the same workflow. The check separates the two and shows which share is even up for discussion.

Limits of this assessment

The check rates whether a process is suited to automation, not whether an initiative is economically sound. Whether something carries is decided by your costs, not by six criteria.

A high score is not a mandate. A process that automates well but runs twenty times a year is better left alone.
The effort estimate is coarse and knows nothing about your system landscape. One interface into a long-grown ERP can override everything stated here.
What gets rated is the process as you describe it. Automate a workflow that should be redesigned anyway and you get a faster bad process.

Frequently asked questions about automation

What is an automation check?

A structured assessment of whether a specific process is suited to automation. It replaces the discussion “surely we could automate that” with six criteria that can be answered — and contested — one at a time.

Which criteria decide suitability?

Frequency, rule-based behaviour, data availability, standardisation, decision complexity and the number of systems involved. The first three carry the most weight: what runs rarely, requires judgement or sits on paper rarely pays off.

How should the score be read?

As a ranking, not as a percentage. It helps you put several processes side by side. A score of 70 does not mean 70 percent of the work would disappear.

Does the check recommend specific tools?

It names a category — workflow tool, integration platform, form-based flow, RPA — not a product. Which product fits depends on your existing system landscape, and the check knows nothing about that.

When should you not automate?

At low frequency, at high judgement density, for workflows that are currently changing, and for processes that ought to be redesigned anyway. In those cases automation cements the current state.

What does it cost to use?

Nothing. No login, no registration. The scoring runs in the browser and the result can be saved as a PDF.

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