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The AI Workflow Scorecard

Find your first (or next) AI win in one meeting. Score your workflows, see them plotted, and know exactly where to start.

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Score your workflows

List the workflows you're considering automating and score each one from 1 to 10. The chart updates as you move the sliders. Your work saves in your browser automatically.

Volume — how often it happens. 10 = many times a day.
Pain — the time it eats, plus what mistakes cost you. 10 = severe.
Complexity — how hard to automate. 10 = messy inputs, judgment calls, many systems.
Data sensitivity — 10 = touches PHI or sensitive customer data.
Doing this as a team? Best in one meeting: one person drives, the group debates each slider out loud. The argument about a score is usually more valuable than the score. Or click Copy team link and send everyone this exact scorecard to tweak on their own, then compare.

Where to start

Impact = Volume + Pain. Effort = Complexity + Data sensitivity.

The method

How to turn a score into a win

1

Pick one workflow

The chart tells you which. One, not five.

2

Freeze the baseline

Measure time and error cost today, before anything changes.

3

Pilot with a person in the loop

AI does the work, a human approves it. Trust builds fast.

4

Protect the data

Sensitive data gets handled like the asset it is, from day one.

5

Prove ROI, then scale

Beat the baseline on paper before you expand the footprint.

Want a second set of eyes on your scorecard?

Pivot True offers a complimentary 20-minute workflow triage call. Bring your scores; we'll pressure-test them and tell you honestly where AI pays.

Book my free triage call

Get your filled scorecard

Downloads instantly: your scored table, your chart, and a 30-day pilot checklist built around your top workflow.

We'll never share your data. The scorecard runs in your browser; we only receive what you submit.
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