Map the manual workflow and human exceptions.
Free working resource
Automation ROI worksheet
Evaluate time savings and recurring operating costs separately.
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Example output / demonstrationDatan8n · AI-generated illustration
How to use it
Make the worksheet part of the work.
Measure a baseline and run a bounded pilot.
Include software, messages, calls, maintenance and human review.
Compare observed benefit to setup and recurring cost; negative net value has no positive payback.
Worked example
Illustration assumptions: 500 tasks x 4 minutes / 60 x $20/hour x 75% realised = $500 monthly value. Less $200 operating costs = $300 monthly net value. $1,500 setup / $300 = 5-month illustrative payback. Unused staff capacity may not become cash savings.
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