Interactive Checklist
AI Automation Opportunities Audit
Use this checklist to evaluate where AI automation could have the biggest impact in your business. Score each area, identify quick wins, and prioritise your automation roadmap.
Data Processing & Entry
- Manual data entry from emails, PDFs, or web sources
- Copying data between systems that don't integrate
- Formatting and cleaning data for analysis
- Extracting information from unstructured documents
Research & Information Gathering
- Researching companies or contacts before outreach
- Monitoring competitors or market trends
- Gathering information for reports or briefings
- Answering repetitive questions from internal teams
Customer Communication
- Responding to common customer enquiries
- Routing tickets or requests to the right team
- Following up on quotes or proposals
- Scheduling meetings and appointments
Content & Documentation
- Writing first drafts of emails or reports
- Summarising meeting notes or call recordings
- Creating variations of marketing content
- Generating documentation from code or data
Quality & Compliance
- Reviewing documents for errors or inconsistencies
- Checking compliance with internal guidelines
- Validating data against business rules
- Flagging anomalies or exceptions for review
Get the Full Resource
Download the Complete Template
Enter your email to receive the full resource plus additional tips and frameworks.
Want Hands-On Help?
Get a personalised automation assessment and prioritised roadmap.