Automation opportunity checklist
Spot the tasks in your business that are worth automating, and the ones that aren't.
This is a free checklist from WL Solutions to help you make a clearer decision before you spend time or money, no signup and nothing to buy.
Signs a task is worth a closer look
- It's performed many times a day or week
- More than one person does it
- It follows the same steps almost every time
- It involves copying, retyping, exporting, or reformatting
- It stalls when one specific person is out
Before you automate, ask
- Should this task exist at all?
- Would fixing the process remove the work entirely?
- Does existing software already do this if configured?
- Is the volume high enough to justify building something?
- What would you measure to know it worked?
Automation opportunity checklist: common questions
Is this checklist free to use?
Yes. Every resource on this site is free. There is no signup, no download wall, and nothing to buy.
Who is WL Solutions?
WL Solutions builds custom software, automations, and integrations for small businesses across Dallas-Fort Worth and East Texas. We fix the process first, then build only what earns its keep.
Can WL Solutions help apply this to my business?
Yes. Email admin@wlsolutionstx.com with the problem you are trying to solve. We scope it at no charge and tell you honestly whether it is worth doing, us or not.
Got something that bugs you?
Tell us the problem that's eating your time. Email us and we'll tell you straight if it's worth fixing, and point you to the best next step, us or not.