Free AI Agents & Automation tools
107 templates, calculators, worksheets and reference tables. Each runs in your browser and exports to PDF, Excel, Word or CSV.
Templates and forms
AI Pilot Charter Template
A one-to-two page charter for an AI or agent pilot on your ERP: scope, success metrics, data access, risks, budget and stop rules.
AI Model Card Template for ERP Use Cases
A one-page model card for each AI model or agent in your ERP landscape, covering intended use, data, limits, evaluation and ownership.
AI Agent Runbook Template
A runbook for the person on call when an ERP-connected AI agent misbehaves: how to check it, pause it and roll back.
AI Agent Incident Postmortem Template
A blameless postmortem form for AI incidents: timeline, impact, root cause, containment and follow-up actions.
OCR Pilot Test Plan Template
A fill-in plan for piloting OCR or document AI on invoices or quality records, with scope, sample set, measures and exit criteria.
AI Extraction Human Review SOP Template
A fill-in SOP for human-in-the-loop review of OCR and AI extraction, with thresholds, roles, sampling and escalation.
Worksheets
AI Use Case Prioritization Worksheet for ERP
Rank candidate AI use cases on your ERP by value, feasibility, data readiness and risk, then export the shortlist to Excel.
AI Agent Permission Matrix Template
Document read and write scope, spend limits and approvers for every AI agent that touches your ERP, then export to Excel.
AI Risk Register Worksheet for ERP Projects
An editable risk register with likelihood x impact scores, owners and mitigations, pre-filled with typical ERP AI risks.
ERP AI Data Source Inventory Worksheet
An editable inventory of ERP tables, file shares and document stores with classification and an AI-allowed decision per source.
AI Pilot Success Metrics Scorecard Worksheet
A weighted scorecard that shows how far a pilot has moved each metric from baseline toward target, with an overall progress figure.
AI Agent Tool Permission Worksheet
Inventory each agent tool, score its blast radius and decide who approves it before an AI agent touches ERP data.
AI Agent Evaluation Test Case Worksheet
Log evaluation questions for an ERP agent with expected answers, the tool it should call and scored results, with a computed pass rate.
Chatbot Intent Design Worksheet
Define each chatbot intent with example phrases, the system it reads, whether it can write, a confidence threshold and a fallback.
Invoice OCR Field Mapping Worksheet
Map every invoice field your OCR extracts to its ERP target, set a minimum confidence per field and see which fields fall short of the bar.
Document Classification Taxonomy Worksheet
Define the document types your inbox and scanners receive, how each is classified and extracted, and how many review hours each type will create.
OCR Exception Queue Triage Worksheet
Log each document that falls out of OCR into an exception queue, tag the root cause, and see aging and hours lost per category.
Vendor Invoice Layout Registry Worksheet
A registry of supplier invoice layouts with format, language, volume and capture status, so you know which vendors need template work.
Manual Keying Correction Log Worksheet
Record which extracted fields reviewers correct, how often, and why, so you can retrain or reconfigure where errors cluster.
Calculators and simulators
Business Process Automation ROI Calculator
Estimate annual savings, payback period, and three-year ROI from automating repetitive business processes with AI and workflow automation.
Document Processing Automation Savings Calculator
Quantify what manually keying invoices, POs, packing slips, and forms costs you today, and what intelligent document processing would save each year.
AP Invoice Automation ROI Calculator
Estimate the annual savings, payback period, and three-year ROI of automating accounts payable invoice capture, matching, and posting.
Order Entry Automation Savings Calculator
Calculate what manual sales order entry costs in labor and order errors, and what AI-powered order automation would save your customer service team.
Quote-to-Cash Cycle Time Calculator
Measure your end-to-end quote-to-cash cycle and quantify the working capital and carrying-cost savings from compressing it with automation.
AI Use Case Value vs Effort Calculator
Turn each AI idea into annual net value, build cost, payback period, and three-year ROI so your backlog is prioritized on economics instead of enthusiasm.
Knowledge Worker Time Savings Calculator
Estimate the realistic hours and dollars an AI assistant returns to your team after accounting for coverage, partial time reduction, and real adoption rates.
Support Automation Deflection Calculator
Model both sides of support automation - tickets fully deflected and tickets handled faster with AI assist - to get net annual savings and FTE capacity freed.
Report Automation Savings Calculator
Quantify the hours your team spends assembling recurring reports, what automation realistically recovers after review effort, and how fast the build pays back.
Poor Data Quality Cost Calculator
Put a defensible annual dollar figure on bad data using error volume, rework time, downstream escalation multipliers, and revenue leakage.
Agentic Workflow ROI Calculator
Turn monthly task volume, manual handling time, and automation rate into a realistic monthly and annual ROI for an agentic AI workflow, net of platform and token costs.
AI Customer Support Deflection Calculator
Convert ticket volume and AI deflection rate into net monthly and annual savings after subtracting per-ticket AI cost and platform fees.
AI Code Assistant Productivity Calculator
Turn developer headcount, salary, adoption, and productivity gain into the annual value of an AI code assistant rollout, net of license cost.
MCP Integration Effort Estimator
Estimate the engineering hours and cost to build MCP servers connecting AI agents to your enterprise systems, based on system count, integration complexity, and auth model.
Human-in-the-Loop Cost Calculator
Calculate the true monthly cost of human review and rework layered on top of AI agent output, based on review rate, review time, and rework rate.
AI Email Triage Savings Calculator
Turn daily email volume, manual handling time, and automation rate into monthly and annual savings from an AI email triage and routing agent.
AI Meeting Productivity Calculator
Estimate the organization-wide value of AI meeting notes, summaries, and action-item automation, based on meeting frequency, time saved, and adoption.
ERP AI Copilot ROI Calculator
Turn user count, query volume, and time saved per question into a monthly savings, license cost offset, and payback period for an ERP AI copilot.
Natural Language ERP Reporting Savings Calculator
Turn report volume, build time, and automation rate into the monthly hours and dollars saved by letting users ask ERP questions in plain English instead of building reports.
ERP Chatbot Deployment Cost Calculator
Model the total first-year cost of an ERP chatbot, from per-integration build cost through model hosting and ongoing maintenance.
AI Project Cost Estimator
Turn project scope, integration count, data readiness, and team weeks into a defensible AI project budget with contingency built in.
AI Consulting Engagement Scoper
Convert discovery weeks, solution complexity, feature count, and team size into a realistic min-to-max cost range for an AI consulting engagement.
AI PoC Timeline Estimator
Estimate a realistic proof-of-concept timeline from use case complexity, data access lead time, integration depth, and evaluation cycles.
AI Roadmap Priority Scorer
Score a candidate AI initiative on business value, feasibility, data readiness, and risk to get a single weighted priority number for roadmap sequencing.
AI Budget Planning Calculator
Turn AI headcount, use case count, model hosting, and integration spend into a single annual budget number with contingency, built for a CFO conversation.
AI Cost Per Employee Calculator
Convert seat licenses, shared platform infrastructure, and AI support staffing into a real cost-per-employee figure that goes well beyond the per-seat price tag.
AI License Consolidation Savings Calculator
Estimate how much overlapping AI seats, employees holding two or three AI tools at once, are actually costing you and what consolidation would save.
AI Chargeback Model Calculator
Compare equal-split, headcount-weighted, and usage-weighted chargeback allocations for a single business unit against shared AI platform cost.
GenAI Subscription Audit Calculator
Estimate the annual spend on unmanaged GenAI subscriptions employees pay for outside procurement, and how much of it duplicates a tool you already own.
Technical Debt Cost Calculator
Turn developer time lost to debt, incident rate, and loaded salary cost into an annual and 3-year compounded technical debt bill your CFO will take seriously.
Custom Software Build Cost Estimator
Turn user roles, entities and screens, integrations, and authentication complexity into a realistic custom software build estimate with contingency included.
Low-Code vs Custom Development Cost Calculator
Compare low-code license and build cost against fully custom development cost across your application portfolio, with honest guidance on where low-code hits a ceiling.
ITSM Automation ROI Calculator
Estimate labor hours saved, net monthly savings, and payback period from automating a share of your ITSM ticket volume with rules or AI agents.
Developer Productivity Cost Calculator
Quantify the annual cost of engineering time lost to manual toil, slow CI builds, and environment waits, and the ROI of fixing it.
Employee Onboarding Automation Calculator
See how much automating IT account, hardware, and access provisioning saves per year, plus the value of getting new hires productive faster.
HR Process Automation ROI Calculator
Estimate net monthly savings from automating HR transactions like leave requests and benefits changes, accounting for error rate and rework time.
Sales Process Automation ROI Calculator
See how many rep-hours automation frees up and how much additional quota capacity and revenue that time is worth once conversion improves.
Quote Turnaround Improvement Calculator
Model how much margin a faster quote-to-cash process is worth, based on your quote volume, current turnaround time, and win-rate sensitivity to speed.
Board-Level AI Business Case Builder
Turn an AI initiative into a board-ready case: investment required, three-year benefit, payback in months, and a return adjusted for realistic confidence.
LLM Token Cost Calculator for ERP Chat
Estimate what an ERP chat assistant costs per month on a pay-per-token API, including retrieved context and output length.
AI Human Review Capacity Calculator
Estimates reviewer hours, headcount and cost per action when a share of an agent's actions need human approval or sampling.
AI Agent Human Review Queue Staffing Calculator
Estimate how many reviewers an approval-gated ERP AI agent needs, and what the labor saving really is once review and rework are counted.
AI Agent Error Cost Break-Even Calculator
Find the error rate at which an AI agent costs more in mistakes than your current human process, given catch rates and loss per escaped error.
LLM Response Cache Token Savings Calculator
See how much a result cache and prompt prefix caching cut your monthly LLM API bill when many ERP questions repeat.
AI Accuracy Validation Sample Size Calculator
Compute the number of AI outputs to review manually so your measured accuracy is reliable to a chosen margin and confidence level.
Agent Loop Cost Per Task Calculator
Models input tokens that accumulate across tool calls in an agent loop and prices a single task and a month of tasks.
Prompt Cache Savings Calculator for Agent Tool Prefix
Compares input spend with and without prompt caching for a stable tool and system prefix, and sweeps cache hit rate.
Agent Multi-Step Reliability Calculator
Shows how per-step success compounds across an agent workflow, what retries buy you and how many tool calls to expect.
WhatsApp Template Delivery to Reply Funnel Calculator
Turn sent, delivered, read and reply rates into a cost per reply for WhatsApp template campaigns such as order updates and supplier reminders.
Chatbot Containment Savings and Break Even Calculator
Compute monthly savings from bot containment and the minimum containment rate where the bot pays for itself.
WhatsApp Messaging Limit Tier Campaign Duration Calculator
Find how many days it takes to message a contact list within your daily unique recipient limit while keeping headroom for transactional notices.
OCR Accuracy Calculator
Turn a reviewed sample of documents into field accuracy, document level accuracy and the correction effort hiding behind them.
Document Capture Confidence Threshold Simulator
Simulate where to set the auto-accept confidence threshold by weighing review labor against the cost of errors that slip through.
OCR Human Review Staffing Calculator
Estimate reviewer hours and full-time staff needed for the share of documents that fall out of straight-through processing.
OCR Straight-Through Processing Rate Savings Calculator
Model how each point of straight-through processing (touchless invoices) changes AP labor hours and cost per month.
OCR Human Review Queue Staffing Calculator
Size the number of reviewers needed for a document capture exception queue, including peak days and the impact of the confidence threshold.
Extraction Precision, Recall and F1 Calculator
Score a document extraction or classification model with precision, recall and F1 from a labeled sample.
Checklists
AI Automation Opportunity Checklist
A 28-point checklist covering process discovery, data readiness, technology, governance, and business case, so your first AI automation project starts on solid ground.
AI Agent Security Review Checklist
A 30-point security review for AI agents that can call tools and write to business systems, covering identity, permissions, prompt injection, data handling, and audit.
AI Center of Excellence Setup Checklist
A 32-point checklist for standing up an AI Center of Excellence that delivers working systems instead of slide decks, covering charter, funding, platform, governance, and adoption.
Knowledge Base AI Readiness Checklist
A practical checklist covering content quality, metadata and taxonomy, access governance, technical readiness, and ownership before you connect a knowledge base to an AI assistant.
AI Vendor Evaluation Checklist
A structured checklist for evaluating AI vendors across technical fit, data security and compliance, commercial terms, viability, and implementation support.
AI Change Management Readiness Checklist
A structured checklist covering executive sponsorship, workforce communication, training, process redesign, and adoption measurement for AI rollouts.
AI Contract Negotiation Checklist
A structured checklist of pricing, data rights, liability, and exit terms to negotiate before signing an enterprise AI vendor contract.
Text-to-SQL Guardrails Checklist for ERP Data
Check that an LLM that writes SQL over your ERP is limited by database permissions, query validation, cost limits and audit trails.
MCP Server Security Checklist
Work through authentication, authorization, input handling, prompt injection, secrets, logging and deployment before an MCP server touches ERP data.
Email Inbox Automation Checklist
A 30-item checklist to prepare a shared invoice, order or certificate inbox for automated capture without losing documents or control.
Document AI and OCR Pilot Readiness Checklist
A practical checklist covering sample selection, ground truth labeling, success metrics, security and ERP posting before you start an OCR or document AI pilot.
Assessments
AI Agent Use Case Prioritizer
Answer ten questions about a candidate process and get a prioritization score that tells you whether it deserves an AI agent pilot now, later, or never.
Manufacturing AI Readiness Assessment
Score your manufacturing operation's readiness for AI across data, systems, people, and governance, and get a prioritized roadmap for closing the gaps.
RPA vs AI Agent Selector
Answer nine questions about a specific process and find out whether classic RPA, modern AI agents, or a hybrid of both is the right automation approach.
ERP AI Maturity Assessment
Benchmark how deeply AI and automation are embedded in your ERP operations, from data foundations to autonomous agents, across four maturity levels.
AI Pilot-to-Production Readiness Assessment
Score your AI pilot against the ten gates that decide whether it reaches production, and get a prioritized list of the gaps blocking deployment.
AI Governance Maturity Assessment
Score your AI governance across policy, inventory, risk classification, data handling, monitoring, and executive oversight, and get a banded improvement roadmap.
AI Training Data Readiness Assessment
Score your data across volume, machine readability, labeling, lineage, permissions, rights, and refresh so you know what to fix before building an AI system.
Enterprise AI Agent Maturity Assessment
Score your organization across ten dimensions of AI agent maturity, from architecture and guardrails to observability, governance, and measured ROI.
Back-Office AI Opportunity Assessment
Score a specific back-office process across ten dimensions to see how ready it is for AI agent automation, from task volume to system access and compliance sensitivity.
AI Agent vs Workflow Automation Selector
Answer ten questions about your use case to find out whether it is better suited to deterministic workflow automation, an AI agent, or a hybrid of both.
AI Build vs Buy Assessment
Score your AI initiative across differentiation, internal capacity, vendor maturity, data sensitivity, and budget to get a clear build, buy, or hybrid recommendation.
AI Team Skills Gap Assessment
Score your team across ML engineering, MLOps, LLM experience, security, and change management to find the specific gaps that put an AI project at risk.
MLOps Maturity Assessment
Score your model versioning, deployment automation, monitoring, drift detection, and rollback practices to find the specific MLOps gaps putting production models at risk.
AI Spend Visibility Assessment
Score your organization's visibility into AI spend across seats, hosting, chargeback, and shadow subscriptions, with a maturity band and concrete next steps.
AI Budget Approval Readiness Assessment
Score your AI budget request across business case quality, evidence, sponsorship, and risk coverage to see whether it is actually ready for CFO or board approval.
Data Integration Middleware Selector
Score your integration needs across system count, real-time requirements, and internal capacity to see whether iPaaS, custom middleware, or an ERP-native layer fits best.
API Modernization Readiness Assessment
Answer 7 questions about your API documentation, versioning, authentication, and monitoring maturity to see how ready your integration layer is for modernization.
Digital Transformation Readiness Assessment
Answer eight questions on sponsorship, data, process, and integration readiness to get a scored verdict and a prioritized action plan for closing the gaps.
RAG Readiness Assessment for ERP Documents
Ten questions that show whether your documents and ERP attachments are ready to feed a retrieval-based AI assistant.
Document AI Vendor Selection Readiness Assessment
Answer ten questions about volume, document variety, security and ERP integration to see which approach and which preparation steps fit your situation.