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Can your task be automated?

This form will be used to determine if a task can be automated. Think of any task that you do often or repetitively throughout your day or week. You can take this assessment multiple times if needed. This should be a brief assessment.

What is a first name?

Do you do most of your work on a computer?

Do you do most of your work on a computer?

Do you perform a task more than once? If so, how often?

Do you perform a task more than once? If so, how often?

How long does this task take per occurrence?

How long does this task take per occurrence?

Is the process largely the same each time, or does it change significantly?

Is the process largely the same each time, or does it change significantly?

Do multiple people on your team do this same task?

Do multiple people on your team do this same task?

Can you explain the steps to complete this task clearly? Could you write them down?

Can you explain the steps to complete this task clearly? Could you write them down?

Are there defined rules for when to do something vs. when not to do something? (e.g. "if X, then do Y")

Are there defined rules for when to do something vs. when not to do something? (e.g. "if X, then do Y")

Is the data/input you work with structured? (spreadsheets, forms, databases) Or is it unstructured? (emails, PDFs, handwritten notes)

Is the data/input you work with structured? (spreadsheets, forms, databases) Or is it unstructured? (emails, PDFs, handwritten notes)

Does this task require human judgment, creativity, or emotional sensitivity?

Does this task require human judgment, creativity, or emotional sensitivity?

How often do exceptions or edge cases come up? What happens when they do?

What does "done correctly" look like — is it measurable or objective?

What tools or software are involved?

What tools or software are involved?

Where does the task start — what triggers it? (a form submission, a time of day, a new file?)

Where does the task end — what's the output or destination?

What's the cost of doing it wrong or missing it entirely?

Would you be comfortable if a system handled this without a human reviewing every instance?

Would you be comfortable if a system handled this without a human reviewing every instance?

If this task can potentially be automated, what is an email address we can contact you at?