Connect and automate
Matrix to Prioritize Automations
CSV matrix to prioritize automations using your operation's data: repetition, volume, time, errors and dependencies. Helps you choose the first task to automate before evaluating tools.
In this guide
Instructions
- Write one task per row, including a description of its steps.
- Record weekly volume and minutes per execution measured, not estimated.
- Rate repetition, errors and dependencies from 1 to 3 (for dependencies, 3 means few dependencies).
- Calculate hours per week: volume multiplied by minutes, divided by 60. Do it by hand or in your spreadsheet; the CSV does not include formulas.
- Sort by hours per week and review the dependencies rating before choosing.
Bring it to your business
Download resource| Task | Current steps | Owner | Volume per week | Minutes per execution | Hours per week (calculate) | Repetition (1-3) | Errors (1-3) | Dependencies (1-3) | Systems involved | Final priority | Notes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Synthetic example: copy orders from WhatsApp to the sheet | Read chat, copy data, paste into sheet | Dispatch assistant | 60 | 4 | 4 | 3 | 3 | 2 | WhatsApp; dispatch sheet | 1 | Numbers invented |
Keep exploring
Connect and automate
What to Automate First in Your Company
Before buying an automation tool, you should know which task to automate first. This guide helps you prioritize by repetition, volume, errors, time and dependencies, so you start with what frees your team most, not what looks best in a demo.