Free Download
The 2026 AI Automation Checklist
A practical, no-fluff guide to finding your best automation opportunities. Built for service firms — accounting, law, marketing, consulting, and more.
What is inside
- Workflow audit framework — map every recurring task
- Quick win identification — 6 automations you can start today
- Medium-effort opportunities — onboarding, documents, CRM
- Strategic AI projects — document review, predictive analytics
- Implementation readiness checklist — avoid the common mistakes
- Tool selection criteria — 6 questions to ask before buying
The checklist is a printable PDF with checkboxes — work through it with your team and you will have a clear automation roadmap by the end.