Operator worksheet
Where AI actually pays in your business
Most AI spending goes to whatever looked impressive in a demo. This worksheet works the other direction: list the steps your team repeats, price the time they consume, then sort them by what's worth fixing first. Fill it in as you go — the totals and the matrix update themselves.
Set the frame
2 minutesInventory the steps
One row per repeated step| Step | Who does it | Where it happens | Min each |
Times /week |
Annual cost |
Impact 1–5 |
Effort 1–5 |
|
|---|---|---|---|---|---|---|---|---|
| Total annual cost of this process | $0 | |||||||
Plot what you found
Scores from the table plot themselvesDecide what each step becomes
Be honest about the fourth oneThe step shouldn't exist
It survives because an old system required it. Deleting it costs nothing and is almost always the fastest win on the page.
Rules, not judgment
Same inputs, same outputs, every time. Copying data between systems, routing, scheduling, reminders. No AI needed — this is plumbing.
Judgment, but a draft helps
A person still decides, but software reads, sorts, extracts, or writes the first version. This is where AI earns its keep.
Genuinely human
Relationships, negotiation, and rare exceptions. If nothing lands here, the list is wrong — go back and look again.
Your first three
Ranked automaticallyBefore you automate anything
Answer these in writingWorking through this alone gets you a map of one process. If you want the same view across your whole operation — prioritized, priced, and sequenced into a build plan — that's what we do in an AI Capability Baseline.
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