The audit process, in depth
Four steps, five business days, about 30–45 minutes of your time. Each step has its own page below if you want the full methodology — what we look for, what gets flagged, and what the output looks like in practice.
What this is (and what it isn't)
The audit is a free, structured review of how your team currently handles repetitive work. It's not a discovery call dressed up as a deliverable, and it's not a generic checklist with your company name pasted on top. Every audit is written by hand for the specific workflows you describe. The output is a 4–8 page document a non-technical reader can act on — useful whether you implement the recommendations yourself, hand them to a developer, or ignore them entirely.
The four steps
Each step builds on the previous one. You can skip ahead to any step's page below if you want to know exactly what happens at that stage.
Workflow Inventory
You describe the manual workflows. We summarize each one back to confirm we understood it correctly.
Read more →Prioritized Review
We rank each workflow by expected return and difficulty, then flag the anti-patterns to avoid.
Read more →Concrete Recommendations
For each high-priority workflow, we name a specific tool, one-line reasoning, and a realistic effort estimate.
Read more →Your Choice
You get the document and a 15-minute follow-up call. Implement it yourself, hire someone, or come back to us.
Read more →Why this structure
Most automation engagements skip the inventory step because it feels obvious. It's not. The mismatch between how work is described in a meeting and how the work actually happens is where most automation projects fail. Working in this order — inventory, prioritize, recommend, hand off — is what makes the deliverable specific enough to act on instead of generic enough to ignore.
Ready to start?
The intake form takes about five minutes. We respond within one business day and tell you directly if we don't think you're a good fit, rather than producing a generic deliverable.