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Diagrams · Automation

Automation Opportunity Flowchart

Visualize automation decision paths

AUT-D-003v1.0Beginner · 25 minUpdated 2026-08-06

Overview

This diagram provides a step-by-step visual decision tree, starting from identifying a task and leading through questions about its characteristics to a recommendation on automation feasibility and priority. It simplifies complex decision-making.

Purpose

Use this flowchart to quickly assess individual tasks and determine if they are good candidates for automation, streamlining your identification process.

Why it matters

A visual guide helps you consistently apply automation criteria, making the decision-making process faster and more reliable, reducing analysis paralysis.

Unlock the full playbook

The step-by-step instructions, AI companion prompt, worked example, common mistakes and downloadable files are available to members.

When to use it

Consult this flowchart for each task identified as a potential automation candidate.

Tags

  • decision-flow
  • visual-guide
  • process-flow
  • automation-decisions
  • task-analysis

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