Automation savings review note

For Owner, Tech lead, Automation & AI

MSP Stockroom / Free working sheet / October 7, 2026

Read https://mspstockroom.com/guides/automation-savings.html for the complete method.

Savings note

• Workflow, unit and scope: [activity / role / period].
• Baseline: [observations or estimate / included steps].
• N / M / H / E / O: [value / unit / evidence label].
• Recurring saving: [hours, including zero or negative].
• Setup and training: [hours / charged once].
• Incremental treatment: [existing or proposed / overlap checked].
• Operational use: [who uses the time / when / remaining constraint].
• Pilot result and next check: [outcome / owner / date].

If a material input is missing, retain the gap instead of filling it with zero. The automation review sheet keeps assumptions and results beside each other.

Before using this sheet

Choose the owner, scope and period. Use safe references rather than private customer exports. Keep missing evidence marked unknown.

Use and license status

License: adapt internally for your MSP and the clients you support; do not resell or redistribute the source files. See https://mspstockroom.com/terms.html.