Find a task worth taking off your list.
Map one repeated task and compare manual work with review, corrections, and monthly maintenance.
A time comparison that includes review and corrections
Check whether one recurring task is worth automating.- A task-specific starting plan
- Review and maintenance included
- An honest estimate of capacity
- 01Set the scope
- 02See how the answer is calculated
- 03Choose a next step
How do you choose which business workflow to automate first?
Start with a repeated task whose inputs, owner and completion rule can be written down. AI Growth Systems uses the business automation planner to organize those details before a scope review. Record the handoff that fails today, the systems involved and the person who will check the result.
- 1Your details
- 2Your situation
- 3A closer look
- 4Your result
- Javier Socarras
SEO strategist and AI search specialist
Who builds it - Documented work
Projects from our parent company
View case studies - 12 tools
Free planning tools with visible assumptions
- Growth audit
Growth audit for your website and inquiry process
Search and AI answers
SEO, GEO, AEO and generative AI questions
How does the business automation planner work?
The planner compares the monthly effort for one recurring task with the review, corrections and maintenance that automation would still require. It can show a saving, no difference or extra work, depending on your assumptions.
What do I need to enter in the automation planner?
Choose a task category and enter monthly volume, manual minutes, routine review time, exception rate, correction time and monthly maintenance. Use measured figures where possible and label estimates clearly.
How much time could automation save my team?
The result estimates net capacity after routine review, exception correction and maintenance. It can be negative, and it excludes setup, software costs, machine processing and customer waiting time, so validate it with a supervised pilot.
Does the planner show where a person should approve a step?
It includes routine review time and asks you to define ownership, but it does not design every approval step automatically. Add explicit approval gates before consequential actions when you map the actual workflow.
What should I do with my automation plan?
Check the assumptions, identify the trigger, data, destination and owner, then run a supervised pilot. Test an ordinary case, an exception and manual recovery before expanding the workflow.
Does the planner include AI automations?
You can use the planner to evaluate a task that might involve AI, but it does not activate an AI system. Include human review and correction effort rather than assuming generated output is ready to use.
Can the planner handle tasks that involve customers?
Yes, categories include inquiry routing, follow-up and appointment coordination. Customer-facing implementation still needs appropriate permissions, accurate messaging and reliable handoffs, which the time calculation cannot establish on its own.
Before you hire
Questions customers ask about Business automation planner
Does the planner estimate automation costs?
No. This planner compares time rather than producing an implementation quote. Add setup, software, usage, training and ongoing support costs separately when building the full business case.
Is the automation planner free?
The documented planner flow does not take payment or purchase an automation service. Check the current page's access requirements; a professional review, implementation and software are separate matters requiring an agreed scope.
Can you build the automations from my plan?
The plan can inform an automation project, but it is not a complete specification. Confirm supported systems, permissions, exception handling, testing and ongoing ownership in a written proposal before implementation.