From process map to a governed automation queue.

Decompose the work, score automation candidates where executability can be tested, choose the least autonomous pattern that solves the problem and fund the queue on cash evidence.

US$69 base price · One-time purchase · Desktop Excel required
Applicable taxes are shown at checkout.

For COOs, transformation leaders, process owners, finance teams and automation delivery teams.

For prioritising and governing automation.

Use it when you are prioritising processes for automation. Bring process volumes, delivery patterns, costs and implementation assumptions.

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What to know before buying

  • Desktop Excel 2019 or Microsoft 365. No macros.
  • Not a process-mining tool: your team decomposes the work.
  • The n8n templates are not plug-and-play; they require configuration, security review and testing.
  • Benefit figures depend on your assumptions.

What the toolkit does.

Score before building

Ten feasibility criteria cover decision logic, input structure, connectors, data quality, volume, repeatability, judgement, interruptions, stability and evidence logging.

Proportionate patterns

Deterministic pipeline, reconciliation, assisted judgement, human-gated agent and governed MCP tool surface are assigned through explicit rules.

Time versus cash

Hours released, capacity value, cash released through an editable conversion rate and avoided error are kept separate, then compared with build and run actuals.

What you receive.

Files are delivered through Flevy and stay available in your Flevy download library.

  • XLSX
    The 19-sheet process automation portfolio workbook
  • XLSX
    The 16-sheet build, run and value tracker
  • GUIDE
    A 144-page illustrated playbook
  • JSON
    Eight n8n JSON workflow templates and a validation record

Before you buy.

Desktop Excel

Excel 2019 or Microsoft 365 on desktop. Browser Excel and Google Sheets compatibility are not promised.

Purchase on Flevy

Prices are in US dollars. Flevy handles payment, delivery and purchase support; applicable taxes are shown at checkout.

License and questions

The published license covers up to 10 users at one business location. Questions go to ExpertPro through the author page on Flevy. Purchase terms

Related documents.

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One-time purchase of US$69. Applicable taxes are shown at checkout.

View US$69 offer on Flevy