Download the WoRKBOOK to do your own review

Download the AI and Automation Opportunity Review Workbook

AI and automation opportunities are often found by looking for repetitive tasks or starting with a particular tool. That can be useful, but it can also miss where the bigger commercial opportunities really sit.

‍We’ve turned part of our AI & Automation Opportunity Review method into a practical workbook you can use yourself.

‍Start with how the business actually works, then look for friction in workflows, information, handoffs and decisions. From there, work out what should be removed or simplified, what suits conventional automation, where AI genuinely adds value and what should stay with people.

The problems it solves

What's inside

  • Find opportunities more systematically
    Look beyond repetitive tasks to identify where information moves, work waits, judgement is repeated, knowledge sits with one person or outputs are inconsistent.
  • Take a real workflow apart
    ‍    Map the trigger, information, people, systems, decisions, waits and exceptions to understand what is actually happening before choosing a solution.
  • Decide what belongs with people, automation or AI
    ‍    Work through where predictable rules are enough, where AI can help interpret or classify, and where human judgement or oversight still matters.
  • Assess value beyond time saved
    ‍    Consider reliability, information quality, business continuity, commercial impact and what an improvement could make easier next.
  • Turn the opportunities into priorities
    Shortlist the most worthwhile options based on value, readiness, risk and dependencies, then choose what to do first.
20 page workbook · Practical worksheets · Worked examples · No special software required

Download the AI and Automation Opportunity Review Workbook

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