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AI Workflow Audit

Find out where AI actually earns its place

We review how your business currently works, identify repetitive or inefficient processes, and show you where AI or automation could realistically help.

This is a paid piece of work with a written outcome, not a sales call. You keep the findings whether or not you ever build anything with us.

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Who this is for

  • Businesses where a small team handles a high volume of repeat admin
  • Companies already paying for software that does not talk to each other
  • Owners who suspect AI could help but do not know where to start
  • Businesses that want a plan before committing to a build

Who it is not for

  • Anyone looking for a demo of a chatbot
  • Businesses wanting a finished system without discovery
  • Work that is genuinely different every time, with no repeatable pattern
  • Anyone wanting a guarantee of hours saved before we have looked

What we review

A working session with the people who actually do the work, plus a look at the systems involved.

  • How enquiries arrive and what happens next
  • Quoting, invoicing and payment follow-up
  • Data entry between systems that do not connect
  • Document handling: forms, contracts, supplier paperwork
  • Scheduling, reminders and job dispatch
  • Reporting that is rebuilt by hand each period
  • Internal knowledge: where procedures live and how staff find them
  • Email triage and routine correspondence

What you receive

A written audit you can act on, with or without us.

01

A process map

The workflows we reviewed, drawn plainly, with the manual steps marked.

02

A shortlist

The two or three places automation would remove the most effort, ranked.

03

A realistic plan

What each would involve, what it would take to build, and what it would cost.

04

An honest verdict

Where AI is the wrong tool, we say so. Some processes should just be tidied up.

Example areas we look at

Every business is different. These are the patterns that come up most often.

Enquiry to quoteQuote to invoiceInvoice to paymentForm to CRMEmail triage and routingDocument extractionJob schedulingReminder sequencesSupplier price comparisonMonthly reporting packsStaff procedure lookupOnboarding checklists

What happens next

01

A conversation

You describe the work. We ask questions about volume, exceptions and who owns each step.

02

Scoped fixed price

You get a written scope and a fixed price before anything starts. No open-ended discovery billing.

03

The review

We work through the processes with your team and come back with the written audit.

04

Your decision

Build, park it, or do nothing. There is no obligation to continue.

Start with the audit

Fixed price, agreed in writing before work begins. If the honest answer is that automation is not worth it for you, that is what the audit will say.