Before you build any agent, you need clarity on your processes. This Notion template gives you the exact structure we use internally for every audit — including a scoring matrix for agent suitability.
The heart of the template is the 5-criteria matrix. Every process is scored from 1 to 5 across five dimensions. The sum gives you the agent-suitability score, between 5 and 25 points.
20+ points: Immediate candidate — setup possible in 1–2 weeks. 15–19 points: Solid use case — sharpen one aspect before setup. 10–14 points: Possible, but not your first agent — especially with a low score on "Data Clarity" or "Complexity". Below 10: Not recommended right now — either restructure the process or choose a different use case.
Open the template and enter every recurring task into the Process Inventory. Target: 15 to 30 entries. Not too few (or you'll miss leverage points), not too many (or you'll get lost in detail). Question to narrow it down: Which tasks cost you or your team at least 30 minutes a week?
Go through each process and assign the five scores. Important: score honestly, not hopefully. If data clarity is low, give it a 2 — not a 4 because you're hoping it'll somehow work out. Honest scoring now saves weeks later.
Sort by overall score in descending order. Your top 3 are your candidates. Before moving on, check: are these processes all in the same function (e.g. all in Sales) or spread across different ones? If spread out — pick the one with the highest repeatability, not the highest overall score. Repeatability is the single most important factor.
A ranked list of your processes with a score and a recommendation. Nothing more — but that's already more than 80 percent of businesses have before setting up an agent. This clarity is half the battle.
Click the button — the Notion template is automatically duplicated into your workspace. No sign-up with us required, no email needed. Just get started.
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