1
Surface the Workflow

Which of these questions hit home? Select the ones that resonate.

If you could clone one employee to just handle their most repetitive work, who would it be — and what would the clone do?
Who is the most expensive person on your team who regularly does work you could train a $20/hour employee to do?
Where are you losing deals or customers because something took too long?
What would you do more of — if it didn't cost you more headcount?
If I tripled your inbound leads tomorrow, where would your operation fall apart first?
What did you plan to do this year that got deprioritized because your team was too busy with day-to-day work?
What's the repetitive work? Who does it? Be specific.
2
Qualify It
The hiring test: If you hired a smart new employee tomorrow — no industry experience, but fast and great at following instructions — could you hand them a written procedure and have them produce something useful in their first week?

If yes, this is a strong AI agent candidate.

Check the signals that apply. The more that are true, the bigger the opportunity.

The work is mostly reading, writing, analyzing, or moving information
It happens on a predictable rhythm — daily, weekly, or monthly
You could write down the rough steps on one page
If the output was 80% right and a human polished it in 10 minutes, that would be useful
If this work didn't get done for a week, someone would notice
3
Reveal the Hidden Cost

Don't overthink it. Your gut is close enough. We're uncovering a cost you've never isolated.

About a quarter
~10 hrs/wk
About half
~20 hrs/wk
Most of it
~30+ hrs/wk
Salary-to-hourly reference ▾
Quick conversion (fully loaded)
$50,000~$33/hr
$70,000~$46/hr
$90,000~$59/hr
$120,000~$78/hr

Fully loaded = salary × 1.3–1.5 (benefits, taxes, overhead)

3
Name the Opportunity
That $0 is real budget — money and hours — locked in work that doesn't require human creativity, judgment, or relationships. It's keeping the lights on, but it's not building anything.

If you got that time and money back, what would your business do with it?

Hire a salesperson? Enter a new market? Let your best people deepen client relationships instead of processing paperwork? Be specific.

4
See What Changes

Some of this workflow is pure processing — gathering, drafting, formatting, moving data. That's what the agent handles. The rest is judgment, relationships, nuance — that stays with your person.

Mostly processing
Agent does the heavy lifting, your person reviews
About half & half
Agent handles prep, your person handles thinking
Mostly judgment
Agent handles tedious parts, person focuses on hard parts
5
The Compound Effect

You did this for one workflow. How many more like it exist across your departments — sales, operations, finance, delivery? Most companies find 5 to 15.

5 workflows

If you freed all of that capacity, what's the biggest thing your company could do that it can't today?

6
Your Opportunity

Here's what you discovered in the last few minutes.

One workflow costs you
$0
per year
Across your company
$0
locked in repetitive work
You said you'd use it to
"—"
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