Administrative Assistant Workflow Automation Initiative Post-Mortem

Streamline Your Admin Automation Review Process

When you've invested time and resources into automating administrative workflows, understanding what worked—and what didn't—is essential for continuous improvement. This Administrative Assistant Workflow Automation Initiative Post-Mortem template gives operations managers, HR leaders, and admin team supervisors a structured way to capture lessons learned, quantify impact, and plan better for the next automation rollout.

Built specifically for teams that have implemented automation tools, process changes, or new software to reduce manual administrative work, this post-mortem form helps you gather feedback from the people who know the systems best: your administrative assistants and office managers.

What You'll Capture

This template walks your team through:

• Time savings achieved: Quantify hours saved per week and identify which tasks benefited most from automation
• Error reduction metrics: Measure improvements in accuracy and track where manual mistakes were eliminated
• Training adequacy: Assess whether onboarding and documentation supported successful adoption
• User experience feedback: Understand pain points, workarounds, and feature requests directly from end users
• ROI indicators: Connect productivity gains to business value and inform future investment decisions

Perfect for Operations and HR Teams

Whether you're in professional services, corporate operations, education administration, or any industry that relies on admin efficiency, this form helps you:

• Document what automation tools or workflows were implemented
• Gather both quantitative metrics and qualitative insights
• Identify gaps in training, support, or tool functionality
• Build a knowledge base for scaling automation across departments
• Make data-driven decisions about renewing, expanding, or adjusting your automation strategy

Automate Your Post-Mortem Workflow with Stepper

Once responses are submitted, you can use Stepper to automatically compile insights, send summary reports to stakeholders, create action items in your project management tool, or trigger follow-up workflows based on satisfaction scores. Turn retrospective feedback into forward momentum without manual data entry.

Why Paperform?

With conditional logic, you can tailor questions based on role, department, or specific automation tools used. Rich text formatting and embedded media let you include screenshots, training videos, or process diagrams for context. And because it's Paperform, your post-mortem form can match your internal branding and integrate seamlessly with your existing ops stack—Slack, Notion, Airtable, Google Sheets, and more.

Start capturing lessons learned and turning admin automation feedback into actionable insights.