Automation Opportunity Assessment Request Form
Use this form to assess your current workflows, identify automation opportunities, and gather the details needed to scope an automation review.
Business Profile
Company Name
*
Website / URL
Industry
Please Select
Technology
Healthcare
Financial Services
Manufacturing
Retail
Education
Professional Services
Construction
Nonprofit
Other
Company Size
Please Select
1–10 employees
11–50 employees
51–200 employees
201–500 employees
501–1,000 employees
1,001–5,000 employees
5,000+ employees
Primary Contact Name
*
Job Title
*
Email Address
*
example@example.com
Current Workflow Assessment
Current workflow pain points assessment
*
Rows
Pain Level
Volume
Manual Effort
Error Frequency
Repeatability
Workflow 1
1
2
3
4
5
Workflow 2
6
7
8
9
10
Workflow 3
11
12
13
14
15
Workflow details
*
Automation Goals and Submission Details
Desired automation goals
*
Current systems/tools used
Microsoft Excel
Google Sheets
Microsoft Teams
Slack
Salesforce
HubSpot
QuickBooks
SAP
Zendesk
Asana
Trello
Jira
Other
Expected timeline / urgency
*
Immediate (within 2 weeks)
Short-term (2–4 weeks)
Near-term (1–3 months)
Flexible / exploratory
Other
Additional notes or constraints
Submit Automation Request
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