Wayne Conrad Advisory
Free AI Automation Tools and Templates for SME Owners
Templates and frameworks built from 28 years of running service businesses and implementing AI where it actually fits. Free to use. No generic advice.
Worksheet · Choosing what to automate
AI Workflow Candidate Map
Score up to five manual workflows on hours, steps, data and approval limits. The map shows which to automate first, which need mapping before anything is built, and which sprint fits.
- Free, runs in your browser. No form.
- Takes about ten minutes
- Ranks your workflows and names the sprint that fits
Prefer a personalised report? Take the free 2-minute diagnostic.
Checklist · Handing work to AI
Before You Hand a Process to AI: Five Questions
Five questions and a one-page worksheet to complete before any process goes to AI: what good looks like, who checks it, who fixes it, the first step that cannot be undone, and who answers a client's questions about it.
- Free to read and print. No form.
- Takes about ten minutes per process
- Worksheet with one row per process and a named reader and fixer for each
Not sure which processes to start with? Take the free 2-minute diagnostic.
Template · Decision Rights
Decision Rights Mapping Template
Map the decisions that currently wait for one person, and write down where each limit sits. Those written limits are what an AI workflow needs, so it can approve what is inside them and send only the rest to a person.
- Five decision categories covering the most common approval steps that stall a workflow
- For each category: current owner, intended owner, authority boundary, escalation trigger
- Summary section identifying the highest-leverage change to make first
- Fill in on screen, print to PDF, share with your team
Enter your details to access the full template. You will receive a direct link by email.
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If you do not see it within a few minutes, check your spam folder.
Next: take the 2-minute diagnostic or book a free 15-minute call.
Calculator · Manual Work Cost
Manual Work Cost Calculator
Pick where the manual work piles up, your team size and what an hour costs. It shows the hours a week, the hours a year and the payroll value of that work, on your own numbers.
- Four inputs, no sign-up, the result appears on the page
- An estimate on your own numbers, not a benchmark or a quote
- Optional: email the breakdown to yourself
Self-assessment · Free report
AI Automation Readiness Diagnostic
Five questions about your busiest manual workflow. AI writes a short report from your answers that ranks what to automate first, estimates the hours at stake and names the sprint that fits. No sales call after.
Take the diagnosticFrequently Asked Questions
Are these templates actually free?
Yes. Everything here is free, with no trial and no card. The AI Workflow Candidate Map, the hand-off checklist and the cost calculator need no form. The Decision Rights Template asks for your name and email, and the link is sent to your inbox.
What does the Decision Rights Mapping Template actually do?
It walks you through every decision that currently routes through you, across five common categories, and has you name who owns each one now versus who should, with a clear boundary for where their authority ends.
What is manual coordination cost, and how is it calculated?
Manual coordination cost is the price of chasing updates, cross-checking spreadsheets, and redoing handoffs, work that never shows up as its own line on a P&L. The calculator takes your team size, the hours each person loses a week and a blended hourly cost. It returns the hours a week, the hours a year (46 working weeks) and the payroll value of those hours per year.
Want help turning one of these into a working AI workflow? See the sprints and prices.