TemplateFREE⏱️ 2-4 hours per workflow
Workflow Automation Assessment Template
Free workflow automation template for identifying manual processes worth automating, estimating ROI, and planning rollout.
Updated 2026-03-04
Workflow Automation Assessment
| # | Area | Criteria | Score (1-5) | Findings | Action Required | Status | |
|---|---|---|---|---|---|---|---|
| 1 | |||||||
| 2 | |||||||
| 3 | |||||||
| 4 | |||||||
| 5 |
#1
#2
#3
#4
#5
Edit the values above to try it with your own data. Your changes are saved locally.
Get this template
Choose your preferred format. Google Sheets and Notion are free, no account needed.
Frequently Asked Questions
What percentage of PM workflows can realistically be automated?+
About 20-30% of recurring PM tasks are strong automation candidates. The rest require judgment, negotiation, or creative thinking that automation cannot replicate. Focus on data movement, formatting, notifications, and status tracking. Leave discovery, strategy, and stakeholder conversations to humans.
Should we use no-code tools or custom scripts?+
Start with no-code tools (Zapier, Make, native integrations) for workflows under 10 steps. They are faster to build, easier to maintain, and accessible to non-engineers. Move to custom scripts only when the workflow requires complex logic, high volume (over 1,000 runs/day), or data transformations that no-code tools handle poorly.
How do we handle automation failures?+
Every automation needs three things: an alert when it fails, a fallback process (the manual way), and an owner who investigates within 24 hours. Set up alerts in Slack or email. Document the manual fallback in the automation card so anyone can step in.
When should we retire an automation?+
Retire automations when the underlying process changes, when the tools involved are replaced, or when the volume drops below the maintenance cost. Review all active automations quarterly. A broken automation that nobody fixes is worse than no automation because people assume the task is being handled.
How do we measure automation ROI after launch?+
Track three metrics for 30 days: time saved (compare actual hours spent before and after), error rate (did automation introduce or reduce errors), and team satisfaction (ask the team if they trust the automated output). If time savings are below 50% of the estimate, investigate whether the automation is actually being used. ---
Explore More Templates
Browse our full library of PM templates, or generate a custom version with AI.