5 Business Automation Tools & Guides
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These templates help you prioritize automation, prove ROI, and ship workflows faster.
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Practical tools refined from real implementations.
Your 5 Free Gifts
Everything you need to plan, justify, and execute automation—without guesswork.
Automation Audit Sheet
A 30-question checklist that shows what to automate first—and why—so you stop wasting time on low-impact workflows.
- 30-point audit checklist
- Auto-scoring automation potential
- Prioritization framework
- Recommended solution directions
SaaS Integration Map Template
A visual template to map how your SaaS tools connect—so automation becomes a system (not a pile of hacks).
- Common integration patterns for major tools
- Visual mapping template
- Implementation difficulty guide
- Cost estimation worksheet
Automation ROI Calculator
Calculate hours saved, labor cost impact, and payback period—so you can get buy-in with numbers, not opinions.
- Time savings estimator
- Labor cost conversion
- Payback period simulator
- 3-year ROI projection
Workflow Visualization Worksheet
Turn “tribal knowledge” into a clear workflow map, find bottlenecks, and identify what to automate safely.
- Workflow diagram templates
- Bottleneck discovery checklist
- Single-point-of-failure risk scoring
- Action plan template
Weekly Report Automation Checklist
A step-by-step checklist to automate data collection, report generation, and distribution—end to end.
- 15-step implementation checklist
- Recommended tool comparison
- Rollout schedule template
- Troubleshooting guide
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What people say
“The audit sheet made it obvious what to automate first. We cut ~50 hours/month in under 90 days.”
Mr. Tanaka
eCommerce / CEO
“The ROI calculator gave us the confidence to move fast. Payback in ~3 months—faster than expected.”
Ms. Sato
Media / COO
“Friday reporting used to take 3 hours. Now it’s basically zero. I’m never going back.”
Mr. Suzuki
IT / Head of Marketing
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