Source: [Original HTML page](https://stolenorbit.com/en/automation-assessment/)
Language: English
A practical starting point
# Which task is worth exploring first?
Define one task, its limits and a useful next step. Leave with a brief to use with your team or discuss with us.
Your answers stay on this page. No email address is needed to see your result.
This is also a worksheet. Without JavaScript you can read and fill in the questions below, print them and use this guidance:
- When human judgement or important consequences are involved, keep the decision with a person.
- When process facts are missing or inputs are not ready, observe some cases and prepare the work.
- When work repeats, follows rules and can be reviewed, consider a small scope using real examples.
[You can also contact us without completing the worksheet.](/en/contact/)
01
## The task
[Source for this section](https://stolenorbit.com/en/automation-assessment/#assessment-step-0)
**Which single task would you like to improve? (optional)**
Describe what comes in, what you do and what result you need. Use generic examples without customer or personal data.
**Which tools do you use for this task? (optional)**
**Haven’t chosen a task yet?**
- A step where you copy the same data between two tools.
- A draft or report you often prepare in the same way.
- A check or reminder that currently depends on someone remembering.
02
## The priority
[Source for this section](https://stolenorbit.com/en/automation-assessment/#assessment-step-1)
How often does it happen?
Think about normal work, not just an unusual week.
****Every day**Or several times a day**
****Every week**A recurring task**
****Occasionally**Or only in particular cases**
****I’m not sure yet**That’s a valid starting point**
Which improvement matters most?
Choose one priority to decide what you will observe.
****Free up time**Reduce manual steps**
****Reduce errors**More consistency and less rework**
****Shorten waiting time**Move work forward sooner**
****I’m not sure yet**We’ll define the priority first**
03
## The process
[Source for this section](https://stolenorbit.com/en/automation-assessment/#assessment-step-2)
Do the steps follow a recognisable pattern?
Exceptions matter: a usual path can still be a useful starting point.
****Mostly the same steps**Reasonably clear rules**
****A usual path, with exceptions**Unusual cases can be distinguished**
****Very different from case to case**A common rule is hard to describe**
****I’m not sure yet**We need to observe some cases**
How does the information you need arrive?
You don’t need to know whether an integration already exists.
****Fairly organised digital data**For example: fields, tables or forms**
****Emails, documents or mixed formats**The information exists but needs interpretation**
****Incomplete or hard-to-access information**For example: paper, missing data or unclear access**
****I’m not sure yet**We need to check with the people doing the work**
04
## The control
[Source for this section](https://stolenorbit.com/en/automation-assessment/#assessment-step-3)
How do you decide what to do?
Consider the final decision, not only preparing the information.
****We apply explainable rules**A person can check the result**
****A person needs to exercise judgement**For example: negotiate, choose or assess a situation**
****I’m not sure yet**This needs clarifying before delegating**
What happens if the result is wrong?
Even a simple task can need an important check.
****We can check and correct it before acting**For example: a draft, a list or a reversible internal step**
****It can have important consequences**For example: people, safety, rights or major financial commitments**
****I’m not sure yet**We first need to understand what could go wrong**
**How we read your answers**
Human judgement and the consequences of errors come first. We then consider repetition, rules and available inputs. Missing answers become points to clarify. There is no score or automation percentage.
No answers are sent during the assessment. You can download them to your device or choose to send us the brief through the final contact form. Reloading or leaving this page does not retain your answers.
[Microsoft: observing activities, variants and time](https://learn.microsoft.com/en-us/power-automate/process-advisor-visualize) · [NIST: human roles and oversight](https://airc.nist.gov/airmf-resources/airmf/appendices/app-c-ai-risk-management-and-human-ai-interaction/)
## Turn the question into a next step.
- [How to introduce AI](https://stolenorbit.com/en/resources/how-to-introduce-ai-in-your-business/)
- [AI project vendor brief](https://stolenorbit.com/en/resources/ai-project-vendor-brief/)
- [AI implementation](https://stolenorbit.com/en/services/ai-implementation/)