Module 05Lesson 3

Lesson 3. Task Scoring

Hands-on: Zapier

Lesson 3. Task Scoring#

Why This Matters#

Not all tasks are equally valuable. Scoring helps choose where to start.

Key Idea#

Scoring = evaluation on "impact / complexity / risk" axes

Start with tasks that have high impact and low complexity.

Evaluation Axes#

1. Impact (benefit)

What we evaluate:

  • time savings
  • cost savings
  • conversion/quality improvement

Scale:

  • High impact (3): save 10+ hours/week or revenue growth of 15%+
  • Medium impact (2): save 5–10 hours/week or revenue growth of 5–15%
  • Low impact (1): save up to 5 hours/week or revenue growth up to 5%

2. Complexity (effort)

What we evaluate:

  • how long development will take
  • whether integrations are needed
  • whether ready data exists (knowledge base)

Scale:

  • Low complexity (1): 1–2 days, no integrations, ready data available
  • Medium complexity (2): 3–7 days, simple integrations
  • High complexity (3): 2+ weeks, complex integrations, need to collect data

3. Risk (error impact)

What we evaluate:

  • how critical errors are
  • data sensitivity
  • impact on customers

Scale:

  • Low risk (1): errors not critical, fallback plan exists
  • Medium risk (2): errors noticeable but not critical
  • High risk (3): errors critical (money, reputation, data)

4. Data Availability

What we evaluate:

  • whether ready data exists for the agent
  • how easy it is to obtain

Scale:

  • High availability (3): data exists and is ready
  • Medium availability (2): data exists but needs structuring
  • Low availability (1): no data, need to collect from scratch

Scoring Matrix#

TaskImpact (1–3)Complexity (1–3)Risk (1–3)Data (1–3)TotalPriority
FAQ bot31134High
Lead qualification32221Medium
Booking agent21232Medium
Review analysis22110Low

Formula:

Priority = Impact + Data - Complexity - Risk

Interpretation:

  • 3+: high priority, start here
  • 1–2: medium priority, do after the first ones
  • 0 and below: low priority, leave for later

Scoring Example#

Task 1: FAQ bot for online store

  • Impact: 3 (saves 15 hours/week)
  • Complexity: 1 (2 days, FAQ exists)
  • Risk: 1 (errors not critical)
  • Data: 3 (FAQ ready)
  • Total: 3 + 3 - 1 - 1 = 4 → High priority

Task 2: Proposal generation agent

  • Impact: 3 (saves 10 hours/week)
  • Complexity: 3 (CRM integration needed, templates)
  • Risk: 2 (pricing errors noticeable)
  • Data: 2 (templates exist but need structuring)
  • Total: 3 + 2 - 3 - 2 = 0 → Low priority (too complex to start)

Task 3: Service booking agent

  • Impact: 2 (saves 8 hours/week)
  • Complexity: 1 (3 days, simple spreadsheet integration)
  • Risk: 2 (booking errors noticeable)
  • Data: 3 (service list ready)
  • Total: 2 + 3 - 1 - 2 = 2 → Medium priority

Conclusion: start with FAQ bot, then build booking agent, leave proposal agent for later.