01Planning Worksheet
Workflow Priority Matrix
Workflow Priority Matrix is a planning worksheet for operators preparing automation estimates. It gathers the inputs Epiphany Dynamics needs before scoping a workflow audit.
Rank automation ideas by volume, risk, revenue impact, and implementation effort.
What to Gather
Use the worksheet to gather the numbers and rules needed before an audit.
Bring real numbers from calls, bookings, staff time, or customer records. Rough guesses are useful for a first pass, but they should not drive a build decision by themselves.
Worksheet Inputs
These are the inputs to collect before scoping the workflow.
Input
Business impact
Input
Process clarity
Input
Risk level
Estimate Notes
Use these checks before treating an estimate as a business case.
Check
Treat the result as an estimate, not a guarantee.
Check
Use real call, booking, and labor data when possible.
Check
Final scope still depends on workflow risk and integrations.
Related Worksheets
Use nearby worksheets when the same workflow touches calls, appointments, labor time, or follow-up.
Want the Numbers Checked?
Book the audit and Epiphany Dynamics will review the workflow, estimate, and build risk before recommending automation.