Process automation is one of the most impactful investments businesses can make to scale operations, reduce costs, and eliminate repetitive manual work. But identifying the right processes to automate—and choosing the right tools—requires careful discovery and planning.

This Process Automation Discovery Project Kickoff Form is designed for operations teams, IT managers, and consultants who need to document current workflows, assess automation opportunities, and build a clear implementation roadmap. Whether you're evaluating RPA tools, workflow builders like Stepper, or custom integrations, this template helps you capture the information needed to make smart decisions and calculate realistic ROI.

The form walks stakeholders through key discovery stages: mapping existing processes, identifying pain points and bottlenecks, scoring automation opportunities by impact and feasibility, defining tool selection criteria, estimating time and cost savings, and outlining a phased implementation plan. This structured approach ensures alignment across teams and sets clear expectations before development begins.

Paperform makes this discovery process seamless by letting you build a professional, on-brand project brief that feels more like a collaborative document than a rigid survey. Use conditional logic to show follow-up questions based on process complexity or department needs, and connect the form to your project management tools via Stepper to automatically create tasks, notify stakeholders, and kick off your automation roadmap the moment a brief is submitted.

For consulting teams and agencies managing multiple automation projects, Paperform's Agency+ plan lets you duplicate and customize this template for each client while maintaining consistent branding and reporting. With built-in calculation fields, you can even provide live ROI estimates as stakeholders fill out the form, helping build buy-in before the project officially starts.

This template is ideal for operations managers, IT leaders, process improvement consultants, and automation agencies looking to streamline project discovery, align stakeholders, and set automation initiatives up for measurable success.