This resource allows you to consider what can be automated in your business. . To complete the automation stocktake: for each category, list the processes you currently perform in your business; then mark whether you currently complete the process manually, digitally or a mix of both (hybrid).

For example, a process could be entering supplier invoices. If you are doing this manually, it’s time to explore how this task could be performed digitally. If you have a hybrid process, it’s time to explore how your procedure could become fully automated. And if you’re already fully digital, review your current systems’ effectiveness and assess whether improvements can be made to streamline.