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Marketing Workflow Automation Scorer
Should this marketing or CRM workflow be automated? Describe the process, score volume, error cost, system access and data sensitivity, and get a recommendation: keep it manual, fix the process first, or automate it — with a human approval step or an AI step where the input is unstructured.
The process
Answer all four dimensions and describe the process (20+ characters) to see whether this marketing workflow should stay manual, be fixed first, or be automated.
Frequently asked questions
The Marketing Automation Readiness Assessment scores your whole marketing operation. This scorer looks at one marketing or CRM workflow — for example, the lead-routing or list-building task someone just asked you to automate.
Four dimensions: how often the workflow runs, what an error costs, where the work happens (spreadsheets, one platform, several connected tools, or unstructured sources such as an inbox), and how sensitive the data is. Each answer is scored, and the radar shows the four scores side by side.
Leave it manual, fix the process first, automate it, automate it with a human approval step, or automate it with an AI step for unstructured input. The recommendation comes from fixed rules applied to your four answers and a few keywords in your description.
Any. The recommendation is about whether and how to automate a workflow, not which platform to buy, so it applies whether the workflow would run in your CRM or marketing automation platform, or in an integration tool such as Make or Zapier.