Lead magnet
Automation Audit Checklist
Eight prompts to baseline a workflow before your WinAI call. Print it, fill it, bring it.
- 01
List the 3 workflows that eat the most hours each week.
- 02
Note the tools involved (CRM, inbox, sheets, billing, calendar).
- 03
Write the trigger: what starts the work, and what “done” looks like.
- 04
Count weekly volume (orders, leads, tickets, reports).
- 05
Mark steps that are copy-paste vs. judgment calls.
- 06
Capture current time-to-first-response and error/rework rate.
- 07
Name the owner who can approve access and test cases.
- 08
Pick one workflow to automate first — not five.