Which of your workflowsare worth automating with AI?
An AI opportunity assessment identifies which workflows in a company are worth automating or supporting with AI, how much impact they can have, and in what order to tackle them. The strongest candidates are repetitive, involve documents or data, follow clear rules, and produce a measurable result. At Sentria, the assessment starts with a 30-minute call where we review one of your workflows and tell you honestly whether it is worth automating. That first review is on us: before you invest anything, you will know whether it makes sense.
How can you tell if a workflow can be automated with AI?
Check these six signals. The more a workflow meets, the bigger the opportunity tends to be.
- 1
It is repetitive and frequent
It happens every day, every week, or at every month-end, almost the same way.
- 2
It involves documents or data
PDFs, spreadsheets, emails, contracts, invoices, or reports.
- 3
It follows rules or clear judgment
An experienced person knows what to check and how to decide, even if it isn't written down.
- 4
It takes hours from key people
Or it depends on one person: when they are out, the work stops.
- 5
Its result can be measured
Time, errors, capacity, or cost: there is a way to prove it improved.
- 6
It affects margin, capacity, or service
A mistake or delay has a visible cost for the business or the customer.
Quick self-assessment
Think of one specific workflow in your company and check the signals it meets.
0 of 6 signals
Check the signals your workflow meets
Your result will appear here.
Signs a workflow is not ready yet
- It changes every time and no one could explain the criteria.
- There are no examples or data available to test with.
- There is no way to measure whether the result improved.
- It is a high-stakes decision that should always go through human review.
In those cases, the first step is not AI: it is standardizing and documenting the workflow.
Workflows that often have an opportunity, by department
Examples of workflows we have worked on with client companies, grouped by department.
Finance
- Bank reconciliation from PDF statements
- Monthly financial statement and KPI analysis
Legal
- Clause-by-clause contract review
Operations
- Certificate processing and validation
- Loss and shrink analysis across stores
Sales
- Sales forecasting with external variables
- Location analysis for new stores
Human resources
- Validating attendance records against reports
How the assessment works
- 01
30-minute call
With Diego, Sentria's founder. We review one of your workflows and tell you honestly whether it is worth automating. This first review is on us.
- 02
Workflow map and baseline
If there is an opportunity, we map the workflow with its owner and define the impact metrics.
- 03
Recommended starting point
We recommend how to begin: training the team, embedding AI through the AI Adoption Program, or building a custom solution.
Before the call: 28 questions for better AI decisions
Our guide collects the questions leaders ask about AI strategy, adoption, governance, and measurement.
Download the guideAI opportunity assessment FAQ
What is an AI opportunity assessment?
It is a review of a company's workflows to identify which ones are worth automating or supporting with AI, how much impact they can have, and in what order to tackle them. The output is not a list of tools, but specific workflows with a metric to measure improvement.
How do I identify which workflows can be automated with AI?
Look for repetitive workflows that involve documents, text, or data, follow clear rules or judgment, take up hours from key people, and produce a result you can measure. If a workflow meets several of these conditions and also affects margin, capacity, or customer experience, it is usually a strong candidate.
How does an assessment with Sentria start?
With a 30-minute call with Diego, Sentria's founder. We review one of your workflows and tell you honestly whether it is worth automating and which starting point we would recommend. That first review is on us: we would rather you decide with real information before you invest.
What information should we have ready?
A description of the workflow, who handles it, how long it takes today, and one or two real examples, such as a report, an invoice, or a template. You don't need to share confidential information on the first call.
Which workflows are not ready for automation yet?
Workflows that change every time they are performed, workflows with no available data or examples, workflows that cannot be measured, and high-stakes decisions that should always go through human review. In those cases, the first step is to standardize the workflow.
What happens after the assessment?
If there is an opportunity, we recommend a starting point: training the team, embedding AI into specific workflows through the AI Adoption Program, or building a custom solution. The first step of any implementation is mapping the workflow and setting its baseline.
Request an opportunity assessment
Tell us which workflow takes the most time and we will give you our honest read: whether it is worth automating and where to start.
- A personal reply, not an autoresponder.
- No obligation.
- Your details are only used to prepare the proposal.
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