Free Tool

DIY Process Audit Template

Streamline your business processes with this comprehensive guide to task automation audits, brought to you by Overture.

This Template Includes:

Empower your business with a strategic and simple task audit.

Understanding and managing tasks effectively is vital for every business. Only 18% of tasks are being automated, meaning there‘s a vast room for improvement and efficiency.

How can you work out what’s worth automating?

Our DIY Task Audit Template is an actionable way to simplify your tasks and identify opportunities for automation. We’ll guide you through each aspect of your business tasks in detail.

This template is Overture’s go-to guide for conducting in-house audits designed to identify tasks that could be automated.
After copying this template into your Google account, you will need to fill out each column from A-H, describing each task’s nature, how often it occurs, how long it takes, how much it costs, whether it’s repetitive, whether it’s prone to human error, and the potential impact of automation. The template will then calculate an automation score, guiding you on which tasks should be considered for automation.

Filling out the requested information helps you understand your tasks better, their cost implications, their frequency, and their impact on your business. This detailed knowledge is crucial for identifying where automation can significantly improve your efficiency, reduce costs, and minimize errors.

Once you’ve identified the tasks for automation using the template, start by creating an action plan. This doesn’t have to be a huge step – start small, perhaps with the task that will have the most immediate impact, and gradually work your way through your list. Remember, the goal isn’t to automate everything overnight, but to start the journey towards working smarter, not harder.

Of course! This is just the first step. We’re always happy to help. Get in touch using our contact form here.

Yes, this template is free. Our goal is to help businesses streamline their processes and become more efficient. We believe that this template will provide valuable insights into where you can automate tasks in your business.

Conducting a task audit allows you to identify which tasks are repetitive, time-consuming, or prone to human error. By understanding how much time and money are spent on each task, you can find areas where automation can save resources, reduce errors, and even improve customer service.

While conducting a task audit, focus on the nature of each task, how often it’s performed, how much time it takes, and the cost associated. You should also identify tasks that are repetitive or prone to error. Another crucial step is to assess the potential positive impact automation can bring to each task. All these areas are essential for determining which tasks are ideal candidates for automation.

We've saved businesses 430+ hours using this exact template.

Overture may use the information provided to send you more free tools and service offers. We don't email often, and you can unsubscribe at any time!