FREE DOWNLOAD

Business Automation Planning Kit

Start with one task you repeat. Record how often it happens and how long it takes — including checking and fixing the result. Use the planner to explore potential improvements, save your summary, and discuss it with your team or with SMI. Your offline entries remain on your device unless you choose to share them.

DOWNLOAD THE KIT (ZIP) OPEN THE PLANNER IN YOUR BROWSER

Plain HTML files — no installer, no account, no server needed for local work. A download click is a request, not verified use.

START-HERE.html

Opening instructions, purpose, version and how to return to SMI

SMI-Automation-Planner.html

Offline calculator — customer-safe questions, documented formulas, save/load, printable summary

Seven-Day-Time-Worksheet.html

Editable daily rows for a real baseline: handling, review, rework and interruptions

Workflow-Checklist.html

Owner, trigger, inputs, outputs, exception path, current tools, baseline and target

Business-Case-Summary.html

Printable one-page business case: assumptions, knowns, unknowns and the next decision

Prefer to do it online first?

The two-minute Savings Check gives an initial result without an email, and you can bring its numbers to a review.

RUN THE SAVINGS CHECK