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3-Day AI Automation Audit

Turn one messy workflow into a build-ready automation plan.

You know parts of your business should be automated. The harder questions are:

  • What should you automate?
  • What should you leave alone?
  • What should you build first?

I map one important workflow, assess every step for automation potential, and turn the best opportunities into a practical implementation plan.

Book a 25-min callSee what you receive

How it works

A verdict for every step

I map how the work really happens, find the automation worth building, and leave the rest alone.

Sample workflow assessment

Every step gets a verdict — not just the ones where AI fits.

  1. 01Request receivedAutomateUnstructured requests enter one intake process.
  2. 02Information reviewedAI assistAI extracts and summarizes key information.
  3. 03Decision madeHuman reviewAI recommends. A person handles exceptions.
  4. 04System updatedAutomateApproved information is written to the operating system.
  5. 05Customer notifiedAutomateThe correct message is triggered automatically.
  • Automate
  • AI assist
  • Human review
  • Keep human
01

Map

Understand how the work actually happens.

02

Assess

Evaluate every step for automation potential.

03

Prioritize

Determine what is worth doing first.

04

Specify

Create a practical plan for building it.

Know what to automate

Identify the highest-value opportunities across the entire workflow.

Know what to do first

Prioritize by business value, feasibility, cost, and risk.

Know how to build it

Receive detailed specifications for the strongest opportunities.

The process

Three focused days: understand, analyze, decide.

This is not three days of meetings. We spend about 3–4 hours together — the rest is independent analysis, prioritization, and specification work.

Day 1

Map the work

30–60 minDiscovery session

Understand the situation: business goal · pain points · desired outcome · systems · data · constraints · people involved

1–2 hrProcess-mapping session

Map the workflow: steps · decisions · handoffs · exceptions · systems · inputs · outputs · manual work

Day 1 output
An accurate map of how the workflow actually operates today.

Day 2

The analytical core

Find the opportunities

Eliminate
Does this work need to happen?
Automate
Can it run reliably without a person?
Assist
Can AI make a person faster or better?
Redesign
Must the process change first?
Keep human
Does judgment or accountability matter?

Every viable opportunity is scored against

  • Business value
  • Feasibility
  • Complexity
  • Risk
  • Cost
  • Savings

Day 2 output
A prioritized automation opportunity map — not a list of random AI ideas.

Day 3

Turn it into a plan

45–60 minFindings review

Decide together: what should be automated · what should not · priority order · major assumptions · business constraints

Final specification work

The highest-priority automations are documented in enough detail to support a real implementation decision — method, requirements, risks, and economics.

Day 3 output
A decision-ready roadmap and build-ready specifications.

This is not a list of AI ideas. It is a plan.

  • A mapped workflow — documented as it actually runs
  • A step-by-step assessment — every meaningful step gets a verdict
  • A priority order — based on value, feasibility, cost, and risk
  • Detailed specifications — for what should actually be built

Automation priority matrix

Business value →
Build first

Intake automation

Plan next

AI-assisted review

Quick win

Status notification

Defer

Legacy system replacement

Implementation effort →

The deliverables

What you receive

The full audit package — samples below are scaled-down versions of the real artifacts.

  • Current-state process map
  • Step-by-step assessment
  • Prioritized roadmap
  • Build-ready specifications
01

Current-state process map

  1. Customer request receivedAutomate

    Source: email, form, attachment

  2. Manual triageBottleneckAI assist

    Reviewed and categorized by hand today. Opportunity: AI classification + extraction

  3. Info complete?
    • No → request additional information
    • Yes → continue to review
  4. Specialist reviewKeep human

    Human judgment required. AI role: summarization + recommendation

  5. Update CRMAutomate

    Automatic data entry and status update

  6. Send responseAutomate

    Template selection + personalized message generation

Automation 01 · Sample specification

Priority 1 — Build First

Intelligent Request Triage

Objective

Reduce time spent manually reviewing, categorizing, and routing incoming requests.

Current state

A person reviews each request, identifies the type, checks whether required information is present, and routes it to the right person.

Recommended method

AI-assisted intake classification with structured rules and human review for low-confidence cases.

How it works

  1. Request received
  2. Text + attachments extracted
  3. Request classified
  4. Required info checked
  5. Confidence threshold applied
  6. Route automatically — or send for human review

Implementation requirements

  • Source inbox, form, or intake system
  • Historical request categories
  • Business routing rules
  • AI classification + confidence threshold
  • Exception queue + activity logging

Constraints

  • Inconsistent historical data
  • Sensitive information
  • System access limitations
  • Unstructured attachments

Key risks & controls

  • Incorrect classification — Confidence scoring + human review
  • Missing information — Required-field validation
  • Unexpected request types — Exception queue + activity logs

Success criteria

  • Correctly classifies agreed request categories
  • Sends low-confidence cases to human review
  • Does not process requests missing required information
  • Logs classifications, routing decisions, and reviewer overrides

Estimated build cost

$4K–$8K

Operating cost

$75–$200/ month

Time saved

25–40 hrs/ month

Potential annual value

$18K–$30K/ year

Illustrative example only. Actual estimates are based on workflow volume, systems, labor costs, and implementation requirements.

Every opportunity ends with a clear decision.

The audit does not include implementation. The final specifications can be used by your internal team or as the starting point for a separately scoped implementation project.

Build nowPlan nextDeferDo not automate

Standard audit scope · 1 workflow · Up to 15–20 meaningful steps · Full workflow assessment · Up to 5 detailed automation specs

Have a workflow in mind? Let’s scope it on a quick call.

Book a 25-min call