Your checklist: Automation opportunities in 10 minutes

Automation opportunities in 10 minutes

Go through this checklist and tick what applies to you. The more you tick in a category, the greater the potential time savings.

📋 1. Manual data entry

Do you regularly type the same data from one system into another?

I copy customer data from e-mails into my CRM or Excel I retype invoice details from quotes or work orders I enter hours or time registrations manually I process supplier invoices by retyping details I create reports by combining data from multiple sources

Tip: Each item you tick can often be automated with tools like Zapier or direct integrations between software.

📧 2. E-mail & communication

Do you spend a lot of time on repetitive e-mails or messages?

I regularly send the same type of e-mails (confirmations, reminders) I often answer the same questions from customers I have to manually follow up when customers don't respond I send updates to the team through multiple channels (e-mail, WhatsApp, ...) I schedule appointments via back-and-forth e-mailing

Tip: E-mail templates, auto-responders and tools like Calendly can save hours per week here.

📁 3. Documents & files

Are documents hard to find or do you often have to create them manually?

I create quotes or contracts by manually filling in templates I regularly search for files in e-mails, Drive or folders I rename or move files manually to organise them Colleagues ask me where certain documents are I regularly convert documents (PDF, Excel, Word)

Tip: Document generation and smart folder structures can simplify this drastically.

💰 4. Invoicing & accounting

Does invoicing take more time than necessary?

I create invoices manually based on work orders or hours I have to manually follow up payments (send reminders) I enter bank statements or payments manually I export/import data between invoicing and accounting software I create monthly overviews by collecting data

Tip: Integrations between accounting software (Exact, Yuki, Odoo) and other tools eliminate double work.

🔍 5. Gathering information

Do you often have to chase information from colleagues or customers?

I regularly request the same information from customers I often wait for input from colleagues before I can continue I check multiple systems to get a complete picture I create summaries or status updates by gathering information I don't have a central overview of ongoing projects or tasks

Tip: Forms, dashboards and automated notifications ensure information comes in automatically.

What does your score mean?

0-5 items

Your administration is already fairly streamlined. Focus on the few points you ticked for quick wins.

6-12 items

There are clear opportunities. With targeted automation, you could probably save 4-6 hours per week.

13-20 items

There's serious potential here. An ROI call can quickly expose the biggest time drains, expect 8+ hours per week in gains.

20+ items

Your administration is crying out for automation. The good news: every improvement delivers immediately noticeable time savings.

Next step?

Want to know which automations would deliver the most for your situation? Book a free ROI call and get concrete recommendations.

Book a free ROI call Or take the self-test first

Thank you! Here is your checklist

Automation opportunities in 10 minutes

📋 1. Manual data entry

📧 2. E-mail & communication

📁 3. Documents & files

💰 4. Invoicing & accounting

🔍 5. Gathering information

What does your score mean?

Next step?

Download the checklist

Thank you!

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