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Worksheet

Fifteen-task opportunity matrix

A table lists all fifteen tasks with columns for department, trigger, build effort rated low, medium or high, and whether a human checkpoint is needed. Use it to shortlist three to five tasks that are both low effort and clearly repetitive in your own business, and skip the most ambitious row.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

ItemWho owns itWhere it is kept todayWhat is missing

Cross out or rewrite any heading that does not fit your business. From the guide “15 Repetitive Office Tasks That Can Be Automated”, www.gullysystem.com/blog/15-repetitive-office-tasks-that-can-be-automated