PDF The Ops Automation Playbook
Everything you need to audit your operations and prioritize automation opportunities. Includes templates, scorecards, and implementation checklists.
What's inside.
A preview of what you'll get when you download.
The Automation Audit Framework
How to systematically map and score your existing processes for automation potential
Process Mapping Templates
Ready-to-use templates for documenting workflows at any complexity level
ROI Calculator
Quantify the value of each automation opportunity with our proven scoring model
Integration Checklist
Ensure your tech stack is automation-ready with our compatibility matrix
Implementation Roadmap
Week-by-week timeline for your first automation project
Change Management Guide
Get your team on board and ensure adoption sticks
Who this is for.
Ideal Reader
- Operations Managers
- COOs and Operations Directors
- SMB Owners ($5M-$50M revenue)
- Process Improvement Specialists
Industries
- Construction
- Professional Services
- Manufacturing
- Healthcare
What others are saying.
"This playbook saved us 3 months of trial and error. We identified our first automation opportunity within a week and had it running within a month."
"Finally, a practical guide that doesn't require a computer science degree. The templates alone are worth 10x what we paid."
Frequently asked.
Explore our services.
End-to-end AI workflow solutions designed for growing businesses.
AI Roadmap
Strategic audit. We map your SOPs and identify high-ROI automation opportunities.
AI Automator
Single workflow execution. We build, test, and deploy one specific complex process.
AI Accelerator
Ongoing partnership. We become your fractional AI engineering team.
READY TO AUTOMATE REAL WORK?
Roadmap-first. Outcome-owned. Built for live operations.