📋 Free Template — No Sign-Up

Business process automation, mapped step by step.

Most business process automation projects stumble because nobody mapped the process first. This template forces the useful work: inputs, decisions, handoffs, owner, and what would actually change if the task ran cleaner.

Your Business At a Glance

Business type:

Number of employees:

Main revenue source:

Biggest operational headache right now:

Where Does the Time Actually Go?

List the tasks your team repeats most often. Be honest — not the tasks you think you do, the tasks you actually do every single week.

The Process Questions

Answer these for each repeated task you listed above. This is where the gaps show up.

Where does the lead go after it comes in?

Who follows up — and how many times manually?

Which tools handle this task right now?

Are those tools talking to each other?

What would happen if this task was 60% faster?

If you fixed just this one thing — worth per month?

AI Opportunity Score

For each repeated task, score it on these three factors. Highest total score = where to start.

Task	Repetitive? (1–5)	High volume? (1–5)	Clear rules? (1–5)	Total

Your First AI Project

The process I'm improving first:

The tool or software involved:

What success looks like in 30 days:

Who on my team owns this:

Start with one process. Prove the value. Build from there. — BotLogix

Want help working through this?

Book a free 30-minute AI Fit Call. We'll look at your specific business and figure out where to start.

Book your free call →

Comparing the opportunity? Try the ROI estimator, see how we handle build and implementation, or start with the Burlington local page.