Know your Automation

Customized Automation Assessment: The guide simplifies the automation discovery process by presenting a set of tailored questions. This ensures that agencies can quickly pinpoint areas within their operations that are prime candidates for automation, streamlining the assessment phase.

Highlights:

1. Set of tailored questions to find where automation can play a role in your setup

2. Helps you set your clear goals & priorities

3. Has a department-wise cheatsheet for idea generation

4. Future-proof your workflows with automations.

How to download the template?

Open the template link after purchasing it, then click "Duplicate" on the top right corner to duplicate it to your workspace.

Does this work on the free version of Notion?

Yes, you can use this template with the free version. To add new automations you will need to be on a paid Notion plan. I also offer customization services to build them for you.