# Automation ROI worksheet

Evaluate time savings and recurring operating costs separately.

## Your working notes

### Tasks per month

[Complete here]

### Minutes saved per task

[Complete here]

### Loaded hourly cost

[Complete here]

### Realised saving percentage

[Complete here]

### Monthly platform and support cost

[Complete here]

### Setup cost

[Complete here]

### Manual exception rate

[Complete here]

## How to use

1. Map the manual workflow and human exceptions.
2. Measure a baseline and run a bounded pilot.
3. Include software, messages, calls, maintenance and human review.
4. Compare observed benefit to setup and recurring cost; negative net value has no positive payback.

## Illustrative example

Illustration assumptions: 500 tasks x 4 minutes / 60 x $20/hour x 75% realised = $500 monthly value. Less $200 operating costs = $300 monthly net value. $1,500 setup / $300 = 5-month illustrative payback. Unused staff capacity may not become cash savings.