Agentic Workflow ROI Worksheet

Before you automate anything, put a number on it. This worksheet estimates the annual value of putting an AI agent on one repetitive workflow—quoting, PO follow-up, NCR documentation—so the decision is math, not vibes.

Quick Calculator

Hours per week your team spends on this workflow Fully loaded hourly cost of the people doing it ($) Salary + benefits + overhead, typically wage × 1.3–1.4 Share of the work an agent can realistically take over (%) Be conservative: 50–70% is typical for drafting-heavy workflows with human approval Annual cost of errors/misses in this workflow today ($) Lost quotes, expedite fees, rework, late penalties — estimate honestly Error reduction you'd credit the agent with (%)

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Hours Freed / Year

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Labor Value / Year

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Error Savings / Year

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Total Annual Value

Candidate Workflow Shortlist

Score each candidate 1–5 on each column. Highest total score, automated first.

Workflow

Volume (how often)

Pain (hours + errors)

Rule-ness (how repeatable)

Data Access (already digital?)

Total

RFQ / quoting

PO & supplier follow-up

NCR / quality documentation

Scheduling re-planning

SOP / work instruction drafting

Sanity Checks Before You Commit

Question	Yes / No
Is there a named human approver for anything the agent sends or files?
Can we measure a before/after number (turnaround time, backlog, error rate)?
Does the workflow touch data our AI policy allows the tool to see?
Is there a rollback path if the agent underperforms (the old process still works)?
Will the people doing this work today help design it (adoption insurance)?

Question

Yes / No

Is there a named human approver for anything the agent sends or files?

Can we measure a before/after number (turnaround time, backlog, error rate)?

Does the workflow touch data our AI policy allows the tool to see?

Is there a rollback path if the agent underperforms (the old process still works)?

Will the people doing this work today help design it (adoption insurance)?