Where should we start?
A ten-person services firm maps its enquiry, onboarding, and invoicing processes and leaves with three ranked projects and a recommended first build.
AI Automation Audit
A structured review of how work moves through your business, ending in a prioritised roadmap of what to automate first, what to leave alone, and why.
How it works · From scattered processes to a ranked roadmap
STEP BY STEP
In
- Team interviews
- Process documents
- System access
- 1
Map01
Every step, owner, and hand-off drawn out
14 steps mapped
- 2
Score02
Each workflow scored on five criteria
Intake: 21 / 25
- 3
Assess03
Data, risks, and human review points
2 risks flagged
Human checkpoint
- 4
Prioritise04
Ranked by value against effort
3 quick wins
- 5
Plan05
Phased roadmap and first scope
Phase 1 scoped
Out
- Roadmap
- Business case
- First build scope
See how this would run on your own process, with your tools.
Book a free callThe problem
01
What this solves.
There is no shortage of AI tools, but most businesses cannot tell which processes are worth automating, which are not ready, and what it would really take. Buying tools before answering those questions usually adds cost without removing work.
What changes
- A clear picture of where time and errors go today
- A shortlist of workflows ranked by value and effort
- Realistic scope, risks, and dependencies for each
- A decision you can act on, with or without us
Use cases
02
What this looks like in practice.
Typical examples. Every build is scoped to your own process and systems.
Tool consolidation
A growing team using spreadsheets, a CRM, and several messaging apps gets a map of where data is duplicated and which connections would remove the most re-keying.
AI readiness check
Before rolling out an assistant, a business reviews which documents are current, who may access what, and what the assistant should never answer.
Scope
03
What we can build.
Capabilities
- Process interviews and workflow mapping
- System, data, and access review
- Opportunity scoring against the Shapes prioritisation framework
- Risk, data protection, and human-review assessment
- Phased automation roadmap
- Business case per recommended workflow
How it works
We interview the people who do the work, map each process step by step, and review the systems and data involved. Every candidate workflow is scored on frequency, time per run, cost of errors, rule clarity, and data access, so the roadmap reflects evidence rather than enthusiasm.
Tools we commonly work with
- Process mapping
Miro
Google Workspace
Microsoft 365- Your existing systems
Limits and human review
The audit depends on access to the people and systems involved. Estimates of time saved are based on what you tell us and what we observe; they are confirmed by measurement after implementation, not promised in advance.
Delivery
04
From first call to working system.
- 01
Discover
Days
- 02
Map
1–2 weeks
- 03
Design
Days
- 04
Build and test
2–6 weeks
- 05
Improve
Ongoing
You receive
- Current-state process maps
- Scored opportunity register
- Phased roadmap with dependencies
- Scope outline for the first project
- Recorded walkthrough of findings
Questions
05
Common questions.
Do we have to build with Shapes afterwards?
No. The roadmap and scope outline are yours to use with any team, including your own.
What do you need from us?
A few hours from the people who run the processes, read access or a walkthrough of the systems involved, and examples of the documents or data they handle.
How is the audit priced?
It is a fixed fee agreed before we start, based on the number of processes and people involved. You receive a written quote after a free call.
Can you audit our existing Zapier, Make, or n8n setup?
Yes. We review existing automations and recommend whether to keep, fix, or migrate each one. For n8n specifically, see the n8n health check.
Next step
What would you like to improve?
Tell us what is taking too much time, what is difficult to manage, or what you would like your systems to do differently. You do not need a technical specification to start.