Plain English automation glossary
Cheat sheet for AI automation agencies
For automation agencies that want clients who understand the words before they buy.
Checklist
The process audit checklist
How to use this checklist
Offer this to business owners before a first project. Use it on a discovery call and write the answers down.
What is inside
The taskName the job: Describe it in one plain sentence, such as sending a quote after an enquiry.
The dataWhere the information lives: Email, a spreadsheet, a booking tool or paper.
The peopleWho owns the process: One named person who can say what is right.
The risksWhat happens if it is wrong: A wrong reminder is minor, a wrong invoice is not.
What to leave manualRare tasks: A job done twice a year rarely repays the effort.
Three title ideas for your own version
The process audit checklist
What to check before you automate a job
Find the tasks worth automating
Where to promote it
LinkedInlocal business groupsyour discovery call booking page
What should an automation agency check first?
The task, the data, the people and the risks, and what should stay manual. This checklist covers all of them.
Make this checklist your own
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