Start with a handoff: trigger, context copy, decision, action, and proof.
Resource 02 / instant download
AI Automation Opportunity Audit
Find the workflow worth changing before anyone buys another tool.
A decision-ready workbook for mapping the current state, scoring opportunities by value and risk, and choosing one reversible 30-day pilot.
One-time payment · secure Dodo checkout · instant file delivery
02PortaID
field resource
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Inside the bundle
Useful on the first read.
- ↘Audit workbook PDF
A printable and screen-friendly audit with maps, scorecards, and interview prompts.
ai-automation-opportunity-audit.pdf - ↘Editable scoring sheet
Open in Sheets, Excel, or Numbers to score opportunities and keep the reasoning visible.
automation-opportunity-audit.csv - ↘Automation scorecard utilities
Typed scoring and pilot-brief validation helpers for your own workflow audit.
portaid-automation-scorecard.zip
What changes after
Leave with a next move.
- See where time and context are actually lost
- Compare automation ideas with a visible rubric
- Leave with one owner, one scope, and one review date
Best for
Small teams that feel pressure to “do AI” but need a grounded first bet.
A page from the thinking
Not a prompt library.
Use value + volume + input readiness + checkability + reversibility - risk.
Run beside humans before a system is allowed to act.