Workflow Automation Project Template
More digital-technology templates
Increase efficiency in your organization by automating repetitive tasks. This template helps you create workflow automation templates, allowing you to focus on strategic decisions and higher-level tasks.
Follow the step-by-step guide from identifying tasks to implementing and monitoring automation, ensuring a smooth transition and improved productivity.
Get this template on priority matrix

Workflow Automation Project in Priority Matrix
Streamline processes and save time with workflow automation templates.
You can start using Workflow Automation Project or other Digital-Technology Project Templates with Priority Matrix in just a few steps:
- Click to sign in or create an account in the system
- Start adding your items to the matrix
- If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
Proposed Tasks
High Impact, Quick Wins
-
Identify Repetitive Tasks - due in 1 week
☐ Conduct a thorough analysis of daily operations ☐ Identify repetitive tasks that can be automated -
Evaluate Automation Tools - due in 3 weeks
☐ Research available workflow automation tools ☐ Evaluate their efficiency and suitability for the tasks identified -
Implement Automation Templates - due in 3.5 months
☐ Implement the automation templates into daily operations ☐ Ensure they are functioning properly and improving efficiency
High Impact, Long Term
-
Procure Automation Tools - due in 1 month
☐ Procure the selected automation tools ☐ Ensure they are properly licensed and installed -
Develop Automation Templates - due in 2 months
☐ Develop templates to automate the identified tasks ☐ Ensure the templates are efficient and effective -
Train Employees on Automation Tools - due in 3 months
☐ Train employees on how to use the automation tools ☐ Ensure they understand the benefits and can use them effectively
Low Impact, Quick Wins
-
Monitor Automation Efficiency - ongoing
☐ Monitor the efficiency of the automation templates ☐ Make adjustments as necessary to improve performance -
Test Automation Templates - due in 2.5 months
☐ Conduct thorough testing of the automation templates ☐ Ensure they are working as intended
Low Priority / Etc.
-
Refine Automation Process - ongoing
☐ Refine and improve the automation process based on feedback and performance ☐ Implement changes to enhance efficiency -
Report on Automation Impact - due in 6 months
☐ Prepare a report on the impact of automation on efficiency ☐ Present findings to stakeholders