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Operational Task Scoring Sheet

Score each task from 1-5 on four criteria. Higher total = better automation candidate.

Scoring Guide:

  • Frequency: 1=monthly or less, 2=weekly, 3=2-3x/week, 4=daily, 5=multiple/day
  • Time: 1=under 5min, 2=5-15min, 3=15-30min, 4=30-60min, 5=over 60min
  • Error Risk: 1=almost never, 2=rare, 3=occasional, 4=frequent, 5=every time under pressure
  • Tool Count: 1=one tool, 2=two, 3=three, 4=four, 5=five+
#Task DescriptionFrequency (1-5)Time (1-5)Error Risk (1-5)Tool Count (1-5)Total
1
2
3
4
5
6
7
8
9
10
11
12

Top 3 Candidates (highest total scores)

  1. _______ (Score: ___)
  2. _______ (Score: ___)
  3. _______ (Score: ___)

Notes

Use this space to add context for any task that's hard to score: