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Tools for making the work measurable

Use these worksheets to compare opportunities and record the assumptions behind an agent pilot.

Template · Discovery

Automation opportunity assessment template

Download an automation opportunity assessment template for Excel or Google Sheets. Score workflow value, readiness, access and exceptions with a filled example.
Template · Measurement

Process time study template for automation

Download a process time study template to measure handling time, waiting, exceptions and rework before automation. Includes a 12-case example and CSV.
Template · Measurement

AI agent ROI calculator

Use the AI agent ROI calculator to estimate net hours saved, costs, modeled ROI and payback. Include human review, exception handling and maintenance.

Reporting and conversations about how enterprise AI gets designed, deployed, and governed.