AI Automation Opportunity Screen

Screen one automation opportunitybefore you spend money building it.

Test the economics and basic readiness of one workflow using visible assumptions. We do not pretend five sliders can rank your whole business. That requires structured discovery of the work, rules, exceptions, data and constraints.

Selected workflow onlyVisible assumptionsAllowed to say “not yet”
HWorkflow screenSelected opportunity only
Assumptions visibleFOUNDATION WORK FIRST
Estimated annual net benefit$0Instant lead response · selected workflow only
Next stepScreen → Discover
ValueEvidenceReadinessNow
ScreenMapValidateDecide
Realisable capacity0 hrs

Annual addressable team capacity

First-year ROI0%

Using only visible cost assumptions

Readiness5/8

FOUNDATION WORK FIRST

Selected workflow inputsWhat the screen can actually support
Not a business-wide ranking
01Current annual labour burden
$79,872
02Realisable labour value
$41,533
03Annual gross-profit opportunity
$42,000
Decision disciplineEarn the right to build
01Screen

Test one hypothesis with visible inputs.

02Discover

Map workflow, rules, exceptions and data.

03Decide

Pilot, build, prepare first or stop.

Selected workflow onlyScreening model · not a build recommendation
01Choose one workflow.
02Enter what you actually know.
03Expose the blockers.
04Decide whether to investigate.
Quick workflow screen

Test the economics and basic readiness of one automation opportunity.

This is a screening model, not the full diagnostic. Adjust the visible assumptions below. The result can tell us whether this workflow deserves deeper discovery; it cannot credibly rank workflows we have not observed.

Selected workflow

Respond, qualify and route new enquiries

Capture enquiries quickly, ask approved qualification questions and route genuine opportunities to the right salesperson.

Reported / enteredEstimatedDerived
Commercial realism

Saved time is converted using the visible realisability percentage. Revenue uplift is entered as gross-profit opportunity rather than being converted using hidden margin or conversion assumptions.

The central case using the visible assumptions currently entered.

Estimated annual net benefit$66,133Selected workflow only · benefit less annual operating cost
First-year ROI84%After implementation and year-one operating cost
Payback5.1 moBased on selected-workflow annual net benefit
Three-year net value$170k212% three-year ROI
Implementation$28,000$17,400 annual ongoing cost
Current labour burden$79,872
Realisable labour value$41,533
Gross-profit opportunity$42,000
Illustrative architecture patternConversational AI inside a deterministic qualification and routing workflow.

Typical human boundary: Sales owns exceptions, high-value conversations and final commercial judgement.

This is not a scoped recommendation. The full diagnostic determines the actual workflow, control logic and human handoffs.

Readiness gate

Is this workflow ready to investigate properly?

A valuable automation can still be the wrong next project. Mark only what you genuinely know.

5/8
Screening status

FOUNDATION WORK FIRST

Several critical workflow, data or control conditions are missing. Document or repair those foundations before deciding whether automation is the right intervention.

5Checks confirmed2Core gaps1Workflow screened
Fix the foundations before scoping a build
Discovery discipline

Do not rank work we have not actually assessed.

The screen above tells us about the selected workflow. It deliberately leaves the rest of the business unassessed until we collect evidence. That is where the full diagnostic starts.

Workflow screenedInstant lead responseSelected by the visitor
Estimated annual net$66,133Using the visible selected-workflow assumptions
ReadinessFOUNDATION WORK FIRST5/8 checks confirmed
What this page knows

One workflow has been screened. The business has not.

A landing-page model cannot credibly rank workflows it has not observed. The full HostMetric diagnostic earns that recommendation by mapping the real work, evidence, rules, exceptions, data and system constraints first.

SCREENEDSelected workflow economics + basic readiness
NOT ASSESSEDEvery other workflow until evidence is collected
FULL DIAGNOSTICBusiness-wide ranking after structured discovery
Discovery map

Other workflows remain unassessed

How the full diagnostic works

From operational reality to a build decision.

The screen is only a hypothesis check. The full assessment earns the recommendation through structured discovery, evidence validation and implementation readiness.

01Discover

Map how the work actually happens

Start with the people doing the work. Reconstruct the normal path, decisions, exceptions, handoffs and present-day effort rather than asking what AI they want.

  • Interview process owners and operators
  • Capture workflow, rules and exceptions
  • Establish baseline volume and effort
02Validate

Test the evidence, data and operating foundations

Separate reported assumptions from known facts, identify authoritative systems and expose anything that would force engineering to guess.

  • Validate important claims against system data
  • Resolve source-of-truth and data-quality issues
  • Confirm integrations, controls and human handoffs
03Decide

Choose the smallest sensible next step

Only after the workflow is understood do we test realisable value, implementation effort and risk, then recommend build, pilot, preparation or no-go.

  • Model visible economics and implementation cost
  • Apply a build-readiness gate
  • Sequence bounded work before broader automation
Commercial guardrails

The diagnostic is allowed to recommend “not yet” — or “do not build it.”

01
Do not automate a broken process

Document, simplify or test the workflow first when its current operating model is inconsistent or unreliable.

02
Do not count every saved hour as cash

Saved time is converted using a visible realisability assumption rather than automatically being presented as a financial saving.

03
Do not use AI where rules are enough

Deterministic workflows remain the backbone. AI is introduced only where language, classification or contextual judgement creates genuine value.

Full diagnostic output

Turn discovery into a defensible implementation decision.

The finished review does more than show ROI. It gives the business and the technical team an evidence-backed view of how the workflow works, what data it depends on, what can be automated and what still needs human judgement.

01Evidence-backed workflow and effort baseline
02Rules, exceptions and human decision boundaries
03Data quality, source-of-truth and integration findings
04Economics, implementation effort and readiness blockers
05Recommended next step and implementation sequence
Evidence → readiness

Workflow foundation

Evidence before recommendation.Workflow, rules, exceptions, data and handoffs are validated before the build is scoped.
Implementation decision

Recommended next step

Map the real workflow
Validate data and rules
Scope only after readiness
Current screening statusFOUNDATION WORK FIRST
HostMetric
AI AUTOMATION WORKFLOW REVIEW

Evidence
to build
decision

Workflow, data, economics and implementation readiness

Workflow screened1
Readiness checks5/8
Estimated annual net$66,133
Start the conversation

If this workflow looks worth investigating, show us how it actually works.

Your screening inputs travel with the enquiry as reported or estimated evidence. They become the starting point for discovery — not facts we silently treat as true.

Workflow screenedInstant lead response
$66,133Estimated annual net benefit
FOUNDATION WORK FIRST5/8 readiness checks
Request a HostMetric review

Tell us who the workflow review is for.

Your figures are treated as discovery inputs and estimates — not verified facts or a guaranteed financial forecast.

Request a workflow review