15-Minute AI Automation Triage Checklist

A lightweight checklist for founders, operators, and small teams deciding whether a manual workflow is worth automating now.

Use this before paying for a build, adding another Zap, or asking a teammate to patch a brittle handoff.

1) Pick one workflow

Write down one workflow that is currently broken, slow, or manually repeated: workflow name, starter, recipient, tool stack, frequency, and current owner.

2) Score the pain

• Frequency: 0 monthly, 1 weekly, 2 daily, 3 many times/day
• Time lost: 0 under 5 min, 1 under 30 min, 2 under 2 hours, 3 more than 2 hours
• Error risk: 0 harmless, 1 annoying, 2 costs money/time, 3 creates customer risk
• Handoff risk: 0 one person, 1 two people, 2 team handoff, 3 customer/vendor handoff
• Data cleanup: 0 none, 1 small, 2 frequent, 3 blocks reporting/sales/support

If the total is 7+, it is probably worth a quick automation review.

3) Find the automation seam

• Intake: Can a form/template collect cleaner inputs?
• Routing: Can the next owner be assigned automatically?
• Data: Can fields be normalized before they hit the sheet/CRM?
• Follow-up: Can reminders or replies be triggered from status?
• Reporting: Can a summary be generated from the source data?

4) Define a 24-hour fix

A good first fix should have one trigger, one output, one tool or handoff to improve, a clear definition of working, and a list of what stays manual for now.

5) Send for triage if stuck

If you want Thomas to review one workflow and deliver a quick fix, patch-ready spec, or ranked action plan within 24 hours, use the public offer below.

Public offer | Website | Questions/scoped handoff: text +1 512 743 1474