Business Process Analyzer
Find which of your business processes are costing the most and should be automated first
Every business has processes that run on spreadsheets, emails, and tribal knowledge — and those are the ones that break under growth. This analyser maps your core workflows, scores them on automation potential, and gives you a roadmap to make them scalable.
What Makes a Process Worth Automating?
Use this scoring matrix to prioritise:
| Factor | Score 1 | Score 3 | Score 5 |
|---|---|---|---|
| Volume | <10/month | 10–100/month | 100+/month |
| Time per run | <5 min | 5–30 min | 30+ min |
| Error risk | Low | Medium | High |
| Rules-based? | Lots of judgment | Some rules | Fully rules-based |
| System involvement | 1 system | 2–3 systems | 4+ systems |
High-scoring processes (15+) are your best automation candidates.
The Six Core Business Processes to Automate First
- Lead management — capture, score, route, follow up (how to automate lead generation)
- Client onboarding — contracts, kickoff emails, account setup (automating client onboarding)
- Invoicing & payments — generate, send, chase, reconcile (automating invoice follow-up)
- Reporting — pull data, format, distribute
- Project management — task creation, status updates, deadline reminders
- HR operations — onboarding, leave requests, expense approval
How to Document a Process for Automation
Before a developer can automate a process, it must be documented:
- Define the trigger (what starts the process)
- Map each step (actor, action, system)
- Identify decision points and edge cases
- Define the desired output
Once you've scored your processes, the Workflow Visualizer turns the highest-scoring one into an actual diagram you can hand to a developer. I can help with this documentation as part of an automation scoping engagement. Get in touch.
Want this built against your real numbers?
A 30-minute call to scope the workflow, agent, or automation you actually need.
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Have a workflow that's burning hours every week?
Bring me one real bottleneck. I'll tell you whether it's worth automating, and what it would take.