# Automation savings review note

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](https://mspstockroom.com/downloads/automation-savings-note.md) 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.