Automate one small step
The task has stable rules, clean inputs, and mistakes that can be caught or reversed. Test one trigger and one output before automating the whole process.
Check the task rulesAnswer eight questions about one task. You will get a practical path: automate one step, use AI with review, hand off a narrow task, or keep it with the owner for now.
This is a planning aid, not a promise of savings, security, or success. Score the task as it works today.
Score one task across rules, judgment, exceptions, review, and access.
Automation, AI with review, offshore support, or owner-only work.
The result suggests a small test. It does not guarantee speed, quality, or savings.
Do not score a future process that has not been written or tested. Customer promises, money, sensitive data, broad access, and missing review ownership can send the task back to the owner even when other answers look safe.
Your answers stay in this browser tab. This tool does not save them.
Most tasks do not need one big switch. Use a small tool for a stable step, a person for context, and the owner for decisions that carry real risk.
The task has stable rules, clean inputs, and mistakes that can be caught or reversed. Test one trigger and one output before automating the whole process.
Check the task rulesA tool may help draft, sort, summarize, or flag the work, but a person still needs to check context and approve the result.
Write the review stepsThe work repeats, but a person must read context, handle normal exceptions, or work inside clear approval limits.
Check the role riskThe task is unclear, exposed, or tied to decisions that should not move yet. Reduce the scope and write the risky rules before trying again.
Document the taskA narrow test makes mistakes easier to see and limits the access or cleanup needed if the first path is wrong.
A second look can help split the task into a safe tool step, a clear handoff, and owner-only decisions before you spend money or share access.
Use OutsourcedU to write the role, SOPs, onboarding steps, and weekly review before you hire more people.