AQI Consultancy Business Automation Checklist

Use this checklist to identify business processes that may be ready for AI assistance, workflow automation or a custom internal system.

1. Repetitive administration
- Which tasks are repeated daily or weekly?
- Which tasks depend on copying information between spreadsheets, emails or systems?
- Which tasks create delays when a specific person is unavailable?

2. Customer response
- Where are customer enquiries received?
- How are enquiries assigned, tracked and followed up?
- Which enquiries are missed or answered too slowly?

3. Approvals and handovers
- Which approvals happen through email, phone calls or chat messages?
- Where do tasks wait for management review?
- Which handovers do not have clear status visibility?

4. Compliance and documents
- Which documents expire and need renewal tracking?
- Which certificates, licences, inspection records or supplier documents are difficult to monitor?
- Which records are needed for tenders, audits or customer reporting?

5. Operations and job tracking
- How are jobs, deliveries, inspections or service requests allocated?
- How is proof of completion captured?
- Which operational reports are still built manually?

6. Systems and data
- Which systems do not share information?
- Which reports require manual consolidation?
- Which dashboards would help managers act faster?

7. First automation candidate
- Choose one process with clear volume, repeated steps, measurable delay or high error risk.
- Define the expected value: time saved, faster turnaround, fewer errors or better visibility.
- Confirm the data, users and systems required before implementation.

Next step: Book a Business Automation Assessment with AQI Consultancy to map the highest-value opportunity.