Workflow audit template for AI automation
Use this audit template to identify which workflows are worth automating first and which ones need cleanup before AI is added.
Fill in these sections before implementation
Section 01
Current workflow map
Describe how work happens today without assuming the process is clean.
Fields to fill
Section 02
Friction score
Score the workflow based on delay, repetition, error risk, and customer impact.
Fields to fill
Section 03
Automation fit
Decide whether AI should draft, classify, route, update, summarize, or escalate.
Fields to fill
Section 04
Priority decision
Compare effort and impact before selecting the first build.
Fields to fill
Confirm before you hand this to a builder
Questions this template answers
How do I audit a workflow for AI automation?
Map the current steps, measure volume and time, identify handoffs and errors, check data readiness, score risk, and choose the highest-value workflow with clear rules.
What makes a workflow a good AI automation candidate?
Good candidates are repeated often, use consistent inputs, follow clear rules, create measurable value, and can escalate exceptions to a human owner.