About this template
The RPA Questionnaire is a comprehensive intake form designed to evaluate business processes for Robotic Process Automation (RPA) readiness. Ideal for IT teams, automation engineers, and internal consultants, this form standardizes the discovery phase by capturing essential metrics such as task rule-basedness, input data structure, error rates, processing times, and activity volumes. By gathering these critical data points in a structured format upfront, organizations can quickly identify high-impact automation candidates, calculate potential return on investment, and eliminate manual bottlenecks.
Traditionally, process discovery involves endless spreadsheets and disjointed email threads. Doc2Form transforms this questionnaire into a ready-to-use Google Form in seconds, enabling your team to collect detailed operational data from process owners seamlessly. Respondents can easily outline step counts, error frequencies, and process peaks, while also providing links to standard operating procedures (SOPs). Once responses flow into your connected Google Sheet, your technical teams can immediately analyze complexity scores and prioritize automation pipelines without manual data wrangling.
Key features
- Capture complete process metrics including cycle time, error rates, and task frequency.
- Assess rule-basedness and data structure levels to score automation feasibility.
- Collect links to standard operating procedures and detailed work instructions.
- Standardize process intake across multiple business departments.
- Instantly deployable as a Google Form for rapid team adoption.
Use cases
IT departments evaluating internal workflows for software bot impleme…
IT departments evaluating internal workflows for software bot implementation.
Consultants conducting automation opportunity assessments for enterpr…
Consultants conducting automation opportunity assessments for enterprise clients.
Operations teams documenting legacy processes before digital transfor…
Operations teams documenting legacy processes before digital transformation initiatives.
What this form collects
- Automation Proposal Name (Short answer)Provide a short, descriptive name for this automation initiative.
- Process Owner Email (Short answer)Enter the email address of the primary contact or process owner.
- Automation Proposal Description (Paragraph)Briefly describe the process and what the automation aims to achieve.
- Automation Area & Category (Short answer)Specify the business department and functional category this process belongs to.
- Task Rule-Basedness Level (Multiple choice)Are the steps for this task strictly rule-based and repetitive, or do they require subjective judgment?
- Task Rule-Basedness Comments (Paragraph)Provide any additional context regarding decision points or exceptions in the process.
- Input Data Digitization Level (Multiple choice)What format is the incoming data in?
- Task Frequency (Dropdown)How often is this process executed?
- Activity Volume Average (Short answer)Approximately how many transactions or items are processed per execution period?
- Average Processing Time (minutes) (Short answer)How many minutes does it take to complete a single transaction manually?
- Average Error Rate (%) (Short answer)Estimate the percentage of manual errors or defects currently occurring in this process.
- Average Rework Time (minutes) (Short answer)How many minutes are spent correcting errors when they occur?
- Employees Performing Task Count (Short answer)How many full-time equivalent employees currently perform this task?
- Average Number of Steps (Short answer)Roughly how many distinct user actions or steps are involved in completing the workflow?
- Standard Operating Procedure & Work Instructions (Paragraph)Please paste a link to your file (Google Drive, Dropbox, etc.) or describe the document containing your SOPs.
FAQ
What is an RPA questionnaire used for?
An RPA questionnaire helps organizations gather operational data about specific business processes to determine whether they are suitable for Robotic Process Automation.
How can I customize this template for my organization?
Once generated in Google Forms, you can easily add, remove, or modify questions to match your exact technical evaluation criteria and internal naming conventions.
Can respondents attach standard operating procedures?
Yes. The form includes dedicated text fields where respondents can paste links to cloud-stored SOPs, work instructions, or workflow documentation.
How does Doc2Form help set up this questionnaire?
Doc2Form instantly converts this structured template into a fully functional Google Form, saving you hours of manual questionnaire building and formatting.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.