Process Automation Audit Worksheet | Miyens
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Process Automation Audit Worksheet

Score 30 business processes on Impact vs Effort and get a ranked list of your highest-ROI automation targets — before you commit a single dollar to a tool.

What's Inside the Worksheet

The most common automation mistake is starting with the tool, not the process. This worksheet helps you identify which processes in your business are genuinely worth automating — and in which order — using a structured Impact vs Effort scoring model.

01

Finance & Administration (6 Processes)

Score six finance and admin processes — from invoice processing to expense approval — on Impact (1–5) and Effort to automate (1–5). The worksheet calculates a Priority Score for each.

Invoice processing and approval
Expense claim submission and review
Payroll data collection
Financial report generation
Vendor payment scheduling
Contract renewal tracking
02

Human Resources (6 Processes)

Score six HR processes across the employee lifecycle — from job posting to offboarding — and identify where automation creates the most time savings.

Job posting and CV collection
Interview scheduling
New hire onboarding tasks
Leave request and approval
Performance review scheduling
Offboarding task management
03

Sales & CRM (6 Processes)

Score six sales processes — from lead capture to proposal generation — to find the automation opportunities that directly reduce sales cycle time.

Lead capture and CRM entry
Lead qualification follow-up
Proposal and quote generation
Contract sending and e-signature
Win/loss logging
Commission calculation
04

Operations & Logistics (6 Processes)

Score six operational processes — from inventory alerts to customer status updates — to identify efficiency gains without headcount increases.

Inventory threshold alerts
Purchase order generation
Supplier communication
Customer order status updates
Quality check logging
SLA breach alerts
05

Marketing & Customer Success (6 Processes)

Score six marketing and customer success processes to identify where automation can increase output without increasing team size.

Lead nurture email sequences
Social media scheduling
Content performance reporting
Renewal and upsell triggers
Customer feedback collection
Support ticket routing

Auto-Generated Output

Priority Matrix + Ranked Automation List

After scoring, the worksheet automatically generates a visual Impact vs Effort matrix and a ranked list of your top automation priorities — sorted by Priority Score with quick-win and strategic-initiative quadrants marked.

Visual Impact vs Effort matrix Ranked priority list (highest to lowest score) Quick win quadrant (high impact, low effort) Tool recommendation starters per process type
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