# Point Software Solutions - Automation Audit

Use this to find repeat work, missed handoffs, and follow-up steps that are worth cleaning up first.

## 1. Repeated Tasks

List tasks that happen weekly or daily and feel like copy-paste work.

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## 2. Current Handoffs

- What starts the process?
- Who receives it?
- Where does it get tracked?
- What usually gets missed?
- Who has to follow up?

## 3. Automation Candidates

- [ ] Form confirmation emails
- [ ] Lead routing
- [ ] Follow-up reminders
- [ ] Status notifications
- [ ] Report generation
- [ ] Intake summaries
- [ ] AI-assisted drafts
- [ ] Data cleanup

## 4. First Automation To Try

Choose the simplest automation that would save real time without creating confusion.

- Trigger:
- Action:
- Owner:
- Success sign:
- What should happen if something fails?

## 5. Notes For Point

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