Process Automation Discovery Questionnaire
Map your business process in detail so our AI agent can produce a process map, calculate ROI, and prepare a tailored automation proposal.
What You'll Receive
Completing this questionnaire kicks off a powerful analysis engine that delivers real, actionable results.
Detailed Process Map
Get a comprehensive visual map of every step, decision, and handoff in your process.
ROI Estimate
Receive a data-driven ROI projection showing the dollar value of automating your process.
Automation Opportunities
Identify which steps can be automated immediately and which need further analysis.
Compliance Check
Surface compliance flags and access blockers before they derail your project.
AI-Powered Insights
Our AI agent analyzes your answers to produce actionable recommendations.
Structured Report
All your responses compiled into a professional Excel report for easy reference.
How It Works
Three simple steps from questionnaire to actionable automation plan.
Fill Out the Questionnaire
50 focused questions across 6 sections. Takes about 20-25 minutes.
AI Processes Your Answers
Our AI agent reads every field and builds a detailed process map and ROI estimate.
Review & Discovery Call
STA reviews the output, refines it, and uses it as the foundation for your discovery call.
6 Sections, 50 Questions
Each section captures a critical piece of your process story.
Who You Are & The Process
10 questions · 2-3 min
Triggers & How It Starts
4 questions · 3-4 min
The Steps, In Order
9 questions · 8-10 min
Tools, Systems & Data Flow
7 questions · 3-4 min
Volume, Time & Pain Points
12 questions · 4-5 min
Compliance & Getting Started
8 questions · 3-4 min
Ready to Get Started?
We recommend completing the questionnaire in one session. Your progress is auto-saved every 30 seconds, so you can return if needed.