Automation Audit Template

Fill this out to identify repeat work, missed handoffs, and follow-up steps worth cleaning up first.

Your Contact Info

Name Email

Phone

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

What starts the process?

Who receives it?

Where does it get tracked?

What usually gets missed?

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

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

Trigger:

Action:

Owner:

Success sign:

What should still require a person to review?