AI Automation Services
AI Automation Audit
Before building automation, you need to know where automation actually belongs. An AI automation audit maps your current workflows, identifies the highest-value opportunities, and gives you a prioritized roadmap — so you invest in the right automations first, not the most visible ones.
What's Included
A Clear Map of Where AI Automation Belongs in Your Business — and Where It Does Not
Most businesses start with the automation that is loudest — the email follow-up, the Slack notification, the report that someone manually exports every Monday. The highest-value automation is usually the one that is so embedded in daily operations that no one thinks to question it. An audit surfaces both.
Workflow Discovery Interviews
Structured interviews with you and your team to map current workflows — what happens, who does it, how often, how long it takes, and what happens when it goes wrong.
Tool Stack Review
Audit your current software subscriptions — CRM, email, project management, communication, reporting — to identify integration gaps, redundant tools, and platforms that already have automation capabilities you are not using.
Time and Volume Quantification
Estimate the weekly hours and error rate for each manual process. Assign an ROI score to each automation opportunity based on time saved, error reduction, and revenue impact.
AI Opportunity Identification
Identify workflows where AI adds value beyond simple trigger-action automation — classification, content generation, decision support, and pattern recognition that no-code tools alone cannot handle.
Platform and Architecture Recommendations
For each opportunity, recommend the right tool — Zapier, Make, n8n, OpenAI API, or custom build — based on the complexity, data sensitivity, and long-term maintenance requirements.
Prioritized Automation Roadmap
A written roadmap with automation opportunities ranked by ROI, complexity, and implementation speed. Includes estimated build effort and expected time-to-value for each item on the list.
How It Works
My AI Automation Audit Process
The audit is a structured engagement with a defined deliverable. It is not an open-ended consulting conversation — it has a start, a scope, and a written output that is useful whether or not you choose to build anything with me afterward.
Intake and Preparation
You complete a pre-audit intake covering your team size, current tools, the departments involved, and the types of work you do most. This shapes which workflows to prioritize in discovery.
Discovery Sessions
Two to three structured interviews with you and any relevant team members. Each session maps a department or functional area — what the work is, who does it, how it is triggered, and what systems it touches.
Analysis and Roadmap Build
I analyze the mapped workflows, score each automation opportunity by ROI and feasibility, and build the written roadmap. Each item includes a recommended platform, estimated build effort, and expected return.
Roadmap Delivery and Review Call
Deliver the written roadmap and walk through it on a 60-minute call. You leave with a clear, prioritized list of what to build, in what order, with what tool — and honest estimates of what each build costs and saves.
10+
Automation opportunities identified on average per audit across a small business
ROI-Ranked
Every opportunity scored and ordered by value — you know what to build first
1 week
Typical turnaround from discovery sessions to written roadmap delivery
Who It's For
For Businesses That Know They Should Be Automating More — but Do Not Know Where to Start
The audit is most valuable for businesses that are growing fast enough to feel the pain of manual work, but have not yet built a systematic approach to automation. It gives you the roadmap before you start spending on builds — so the first project you fund is the one with the highest return, not the one that was loudest in the last meeting.
Get a Prioritized AI Automation Roadmap for Your Business
Book a free strategy session. Tell me about your business, your team, and the manual work that takes the most time. I will outline what an audit would cover and what you can expect to find.
Get a Free 30-Minute Strategy Session →