Key takeaways
- It takes about 30 minutes of your time, and you leave with a prioritized list of automation opportunities and estimated savings.
- Every process gets a number, and some get an honest “don’t automate this”.
- No sales deck and no obligation. You decide what happens next, including doing it yourself.
- You can prepare in ten minutes by listing your most repetitive tasks.
What you walk away with
- A process map of the manual work we discussed, in plain language
- A ranked list of opportunities, ordered by return on investment
- An estimated saving for each one, so you can compare them
- A recommended first workflow with the best mix of payback and low risk
- An honest “not worth it” list for processes we would leave alone
- The right approach for each: a script, a no-code workflow or an AI agent
It is a working document you can keep, share with your team and use even if you never work with us.
How the free audit works
- Tell us about the processUse the form to describe the task that is eating your team’s time. A few sentences is enough.
- We reply within one business dayWe confirm the details and book a time.
- A 30-minute conversationWe spend the time understanding your workflows: who does what, in which tools, how often and what goes wrong.
- You receive the working documentThe process map, the ranked opportunities and the estimated savings.
- You decideBuild it yourself, work with us or do nothing. There is no obligation.
How we rank opportunities
Every process is scored on the same handful of factors, so the ranking is something you can check rather than take on trust:
- Volume: how often it runs
- Time per run: how long a person spends each time
- Error cost: what a mistake costs
- Rule clarity: whether the steps can be written down
- Systems and data access: whether the tools have APIs or exports
- Risk: what happens if the automation fails
High volume, clear rules and low risk float to the top. That is why your first workflow should be boring.
What the audit is not
- Not a sales call, and there is no pressure to buy
- Not a slide deck of generic advice
- Not a commitment of any kind
- Not a full technical design. That comes later, if you want to go ahead
Honest by design
If a process is not worth automating, or if a free template or an open-source tool would do the job, we will say so. Sometimes the most useful result of an audit is the list of things you should leave alone.
How to prepare in ten minutes
- List three to five tasks your team repeats every week
- For each, note roughly how often it happens and how long it takes
- Write down the tools involved, such as email, spreadsheets, CRM or accounting software
- Note what usually goes wrong or needs rework
- Grab an example or screenshot if you can, with sensitive data removed
You don’t need to be technical. Describing the work the way you would explain it to a new colleague is exactly right.
What happens after the audit
Most people end up in one of three places:
- Do it yourself. Use the document and our free DIY blueprint
- Own it outright. We build it and hand over everything: code, prompts, credentials and a walkthrough
- Have us run it. A fixed scope with a flat monthly cost, explained in how we price automation
All three are fine. The audit exists so you can choose with real numbers instead of guesses.
Frequently asked questions
Is the automation audit really free?
Yes. There is no charge and no obligation, and you keep the working document whether or not you ever work with us.
How long does it take?
About 30 minutes of your time for the conversation. After you send the form, we reply within one business day.
Do I need to be technical?
No. Describe the work in plain language: what happens, how often and where it goes wrong. We handle the technical translation.
What if you don’t think I should automate?
Then we will tell you. Part of the audit is an honest verdict on whether each process is worth automating at all.
What do you need from me?
A short description of the process, a rough sense of how often it runs and which tools are involved. An example or screenshot helps but is optional.