Valid Agenda ROI Toolkit

Automation ROI Calculator

Quickly size the time and cost of recurring work to decide if automation is worth it.

AI that pays back

How this works

Use this to capture tasks and rank automation fit

  • List each workflow with time, frequency, and hourly cost.
  • Toggle effort factors per task to reflect automation readiness.
  • See total time and cost, plus a simple 50% automation savings view.
  • Plot tasks by impact and effort to choose what to automate first.
Start adding tasks

Workflow Inventory

Add each recurring task, save it, then add another. Effort factors live inside each task.

Readiness to automate

Turn on what’s true.
More on = easier to automate.

Save each task, then add another to compare.
Saved tasks
No tasks saved yet.
View ROI summary

ROI Summary

See time and cost for each saved task, plus a 50% automation savings view.

Current annual cost
$0 / year
0 hrs / week
Annual hours: 0
TaskOwnerWeekly hrsAnnual hrsAnnual costSavings (50%)
Add tasks to see ROI.
Totals00$0$0
Current cost
If automated (50%)
Estimated savings at 50% automation: $0
View decision matrix

Decision Matrix

Impact uses annual cost; effort uses your readiness toggles. Hover dots to see details.

Portfolio view Each dot is a task
Effort ↑ (more)
Impact →
TaskOwnerImpactEffortAnnual costSavings (50%)Priority
Add tasks to plot them on the matrix.
Download a PDF copy

Grab your ROI summary PDF and we’ll follow up with a tailored walkthrough.

Next steps

Valid Agenda is here with a range of services to help you get started.

Teach

Coaching so your team can build simple automations confidently.

Evaluate

ROI-first assessment to find the best opportunities and sequence them.

Deliver

Low or no-code builds that are easy to run and tied to measurable outcomes.

Want a quick readout? We’ll map the value math to a delivery plan.