Question 1 of 8
How many workflows do you want to automate?
Think about your wish list — not just the first project.
A
1–2 specific workflows
We have a short, clear list
B
3–5 workflows
A few pain points across the business
C
6–10 workflows
Significant automation opportunity
D
10+ workflows
Automation is becoming a strategic priority
How fast do you need results?
Is there a deadline, board meeting, or business trigger driving this?
A
ASAP — within weeks
We have a specific deadline or urgent need
B
This quarter (1–3 months)
Important but not urgent
C
This year (3–6 months)
We're planning for the medium term
D
No rush — we're building capability
Long-term investment in automation maturity
How technical is your team?
Does anyone on your team evaluate or manage technical work?
A
Not technical at all
Nobody on the team writes code or manages APIs
B
Somewhat — we use tools like Zapier
Comfortable with no-code but not custom development
C
We have a technical lead or CTO
Someone can evaluate and manage technical decisions
D
Full engineering team
Multiple developers with coding/integration skills
How complex are the workflows?
Think about the most complex workflow you want to automate.
A
Simple — move data between 2–3 apps
If X happens in App A, do Y in App B
B
Moderate — conditional logic, multiple steps
Branching paths, some data transformation
C
Complex — AI decisions, multiple systems
Classification, summarization, cross-system orchestration
D
Enterprise — custom ML, real-time processing
Predictive models, high-volume data pipelines
What's your annual automation budget?
Include implementation and ongoing costs.
A
Under $10K
Starting small, proving the concept
B
$10K – $50K
Meaningful investment in a few key projects
C
$50K – $150K
Significant budget, considering multiple approaches
D
$150K+
Enterprise-level investment in automation capability
Is automation part of your product or internal operations?
Will customers see or interact with the automated workflows?
A
Purely internal operations
Back-office workflows like reporting, onboarding, support
B
Mostly internal with some customer touchpoints
Customer-facing emails or notifications, but core logic is internal
C
Core to our product or service delivery
Customers interact with automations directly
How often will workflows change?
Once built, how frequently will you need to modify the automation?
A
Rarely — set it and maintain it
Maybe quarterly tweaks, but the core workflow is stable
B
Monthly — regular adjustments
Business rules or integrations change periodically
C
Weekly — constant iteration
Fast-moving requirements that need daily/weekly attention
What's your primary goal?
If you could only achieve one thing with automation, what would it be?
A
Save time on specific painful workflows
We know exactly what we want automated
B
Reduce costs and scale without hiring
Do more with the team we have
C
Build automation as a core capability
Make automation a strategic advantage
D
Quick wins to prove the concept
Show leadership that automation works before investing more
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How this quiz works
Each answer adds weighted points to four paths: Studio, No-Code, In-House, and Hybrid. Your recommendation is based on which path scores highest across all 8 questions, with relative scores shown for all four approaches.
This is a starting point, not a final answer. Real decisions should factor in your specific context, existing infrastructure, and organizational dynamics. When in doubt, start with a scoped pilot and learn.