Resources for work worth automating
Find a workflow, establish a baseline, and make a measured decision about your next agent pilot.
How to prioritize AI use cases for automation
Prioritize AI automation use cases with a readiness check, a weighted scorecard and worked examples. Compare value, access, exceptions and measurable outcomes.
AI-to-human handoff checklist for customer service
Test an AI-to-human handoff with a customer-service checklist: escalation triggers, transferred context, ownership, failed actions and acceptance criteria.
Automation opportunity assessment template
Download an automation opportunity assessment template for Excel or Google Sheets. Score workflow value, readiness, access and exceptions with a filled example.
Process time study template for automation
Download a process time study template to measure handling time, waiting, exceptions and rework before automation. Includes a 12-case example and CSV.
AI agent ROI calculator
Use the AI agent ROI calculator to estimate net hours saved, costs, modeled ROI and payback. Include human review, exception handling and maintenance.
AI agent pilot checklist: from scope to evaluation
An AI agent pilot checklist for enterprise teams: define scope, owners, permissions, baseline metrics, acceptance tests and the rollout decision.
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