GIRIJEE TECH INNOVATION PRIVATE LIMITED
Innovating Tradition
Planning Resource | Business Automation Audit Sheet
Automation Resource
Business Automation Audit Sheet
A business automation audit should list repeated workflows, input sources, current owners, delays, status labels, manual follow-up points, reminders, documents, and reports needed for visibility.
Information to collect
Workflow name
Input source
Current owner
Delay point
Status stages
Reminder need
Data fields
Report need
Checklist
- One workflow is selected
- Manual steps are listed
- Owners are named
- Statuses are defined
- Reminder points are clear
- Reports are identified
Planning sections
Repeated Workflow
Choose one repeated process that creates delay or confusion.
- Lead inquiry
- Payment follow-up
- Document collection
- Service update
- Purchase approval
Current Manual Steps
Write what the team does manually today.
- Who receives the request
- Where notes are stored
- How reminders happen
- How completion is tracked
Automation Signals
Mark the places where structured automation can help.
- Status stages
- Owner assignment
- Next date
- Email or WhatsApp route
- Report view
Risk and Control
Decide what should remain human-reviewed.
- Approvals
- Payment confirmation
- Legal or billing decision
- Sensitive data