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5 tasks you can automate in a week, and which one to pick first

Invoice reminders, request entry, follow-up emails, reports, appointments: these five tasks come back in almost every small business. Score them on five criteria and see which one should be your first project. A PDF guide comes with the grid.

Rank my tasks

What's inside the guide

  • 1
    How to pick the first taskFive simple criteria, and why clear rules often matter more than time lost.
  • 2
    5 tasks, one sheet eachFor each task: are you affected, what gets automated, what it takes, what to watch.
  • 3
    A scoring grid to fill inA printable table to score your tasks with your team, no computer needed.
  • 4
    3 checks before automatingPersonal data, message language and financial aid, to look at before you sign.
  • 5
    And what about AI?When classic automation is enough, and when artificial intelligence adds something.
  • 6
    Where to startStep-by-step plan to launch a first project without changing everything.

Who this is for

Owners and managers of small and mid-size businesses who know their team loses time on repetitive tasks, but are not sure which one to tackle first.

A grid does not replace a look at your real situation.

The score gives a starting order, not a verdict. If the winning task depends on systems that do not talk to each other, or if its rules change with the customer's mood, it will not be ready in a week. We would rather tell you before we begin.

Frequently asked questions

Why one week?

It is an order of magnitude for a task with clear rules and tools already in place. If that is not your case, the project takes longer: better to know before you choose.

Can I add my own task?

Yes. Rename the sixth option, "Other task," and score it like the others. You can also rename the first five.

Are my answers sent anywhere?

No. Your scores stay in your browser. Only your contact details, asked once to display the result and the guide, are saved.

What if there is a tie?

Break it with the "Clear rules" criterion: the task that is always done the same way is the safest one to start with.

A task to look at together?

Tell us which one comes out on top for you. We give you an honest read, even if the answer is "keep it manual."

Talk to us