What does the checklist include?

A list of processes worth automating, grouped by the departments you pick. Each one is tagged with its effort and payback, quick wins are flagged, the best place to start is highlighted, and you see how many high-payback tasks it found. It does not estimate hours saved.

How does it decide what goes on my list?

It scores a fixed library of common business processes against your industry, team size, departments and the pain points you tick. Ticking a pain point pushes the matching tasks up the list.

Why not just automate the biggest task first?

A large first project can take months with nothing shipped. A smaller quick win proves the approach and shows up the data and process gaps you need to plan around.

Does this build the automation for me?

No. It is a planning step that tells you what to automate and in what order, before anything is built.

Is anything I enter stored?

The checklist is built in your browser, and the items you tick are saved in your own browser so you can come back to them. Nothing is sent to us unless you choose to have the checklist emailed to you.

Free Tool

AI Automation Checklist Generator

Know you should automate something — but not sure what, or in what order? Describe your business and get a prioritised, department-by-department checklist of the processes worth automating first, with effort, payback and quick-wins flagged.

Runs in your browser
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Prioritised by department

0Processes to automate

0Quick wins (start here)

0High-payback tasks identified

Your progress0 of 0 done

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What the AI Automation Checklist Generator does

Instead of a blank page, you get a starting point. You tell it your industry, team size and where the pain is, and it returns a structured list: which tasks to automate, why each one matters, and a sensible order to tackle them in.

It's built for the person who knows their team is losing hours to repetitive work but isn't sure where the biggest win is.

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Start here

“Route tickets to the right agent or team automatically”

Customer Support — flagged high payback

One of six processes returned for an ecommerce business.

6Processes to automate

2Quick wins, flagged to start with

4High-payback tasks identified

7Departments it can cover

From one real run — Ecommerce, team size 21–50, Customer Support, with “too much manual data entry” and “leads slip through / go cold” as the pain points. Change the departments or pain points and the list and its order change.

How to use it

Describe your business — industry, team size, and the departments you want to look at.
Point to the pain — the tasks your team complains about or that eat the most time.
Generate the checklist — you get a prioritised, department-by-department list.
Start with one — pick the highest-impact, lowest-risk item and automate that first.

Checklist examples by department

These are the four departments most businesses start with, and the kind of task that lands on each list. Use them as a template even before you run the tool — your own run will be shaped by the industry, team size and pain points you pick.

Sales process automation checklist

Sales process automation removes the manual admin that stops your team from selling. These are the tasks worth automating first:

Capture and route new leads to the right rep automatically, so nothing sits in an inbox going cold
Log calls, emails and meetings to the CRM without manual data entry
Trigger follow-up sequences when a prospect goes quiet
Send quotes and proposals from a template as soon as a deal reaches the right stage

HR process automation checklist

HR process automation takes the repetitive paperwork off your team so they can focus on people. Start here:

Send offer letters and contracts from templates once a hire is approved
Run new-employee onboarding — accounts, equipment requests, first-week schedule — automatically
Collect and file signed documents without chasing
Route leave and expense requests through approval automatically

Operations automation checklist

Operations is where automation quietly saves the most, because the tasks are high-volume and rule-based. Common wins include inventory automation and lead management automation:

Reorder stock automatically when inventory drops below a threshold
Sync inventory levels across sales channels in real time
Generate recurring reports and send them on schedule, instead of rebuilding them each week

Customer support automation checklist

Help desk automation handles the volume so your team only touches the tickets that genuinely need a person:

Auto-categorise and prioritise incoming tickets by urgency and topic
Draft replies to common questions from your help docs
Route tickets to the right agent or team automatically
Escalate anything involving refunds, complaints or contracts to a person

How to prioritise your automation checklist

A checklist is only useful if you tackle it in the right order. For each item, weigh four things.

VolumeHow often the task happens. High-frequency tasks pay back fastest.

RulesHow clearly defined the steps are. Clear rules are easier and safer to automate.

StakesWhat happens if it goes wrong. Start with low-stakes tasks and keep a human reviewing anything involving money or customers.

EffortHow much it costs to build against what it returns.

Being straight with you

What this checklist is, and what it isn't

It is rule-based, not an AI model. Nothing is sent anywhere. The checklist is assembled in your browser from your industry, team size and the departments you pick.
It does not estimate hours saved. Time saved depends on how your team actually works, so the checklist ranks processes by payback and effort instead of guessing hours. Our run flagged 4 high-payback processes out of 6.
It does not know your stack. It cannot see your CRM, help desk or spreadsheets, so it suggests processes, not integrations.
It is a starting point you are meant to cut. Delete anything your team does not actually do.
The email box is the one thing that leaves your browser, and only if you submit it.

When to move beyond a checklist

A checklist tells you what to automate. Building it — especially when it connects to your CRM, help desk or database — is a different job. Simple, single-tool automations you can often set up yourself. Anything that moves data between systems, touches customer records or needs to run reliably at scale is a proper build.

That's the work we do at Parix.ai: our AI integration services connect automations to the systems a business already runs on.

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