Workflow Prioritizer
Score your candidate workflows on time, frequency and risk, and see which one to hand to an agent first.
From AI Operations for RIAs 101: Pick Your First Workflow →Tool: Workflow Prioritizer
Hours per week
How rule-based?
Risk if it goes wrong
Hours per week
How rule-based?
Risk if it goes wrong
Hours per week
How rule-based?
Risk if it goes wrong
Hours per week
How rule-based?
Risk if it goes wrong
Hours per week
How rule-based?
Risk if it goes wrong
The preloaded workflows and hours are examples, not benchmarks. Replace them with your own.
Hand off first
Writing up meeting notes and follow-ups
- 1Writing up meeting notes and follow-ups15
- 2Tracking ACAT transfers and rejections9
- 3Re-keying new households into account forms6
- 4Preparing distribution and RMD paperwork2
- 5Writing quarterly market commentary0.7
How the score works: hours per week × how rule-based it is (judgment = 1, mixed = 2, rules = 3) ÷ risk (low = 1, medium = 2, high = 3). Workflows that take lots of time, follow clear steps, and are cheap to get wrong rise to the top. It's a rough guide to start a conversation, not a final verdict, and it doesn't replace your own judgment or your CCO's.