AI Automation
AI Automation Opportunity Assessment
Find the automations that will save your team the most time, before you build anything.
At a glance
- Timeline
- A fixed number of weeks, agreed in the proposal
- You get
- Prioritized list of 3–5 automations with estimated hours saved, complexity and risk · Implementation roadmap · Walkthrough call
- Confidentiality
- NDA on request · Least-privilege access
Fit
Who it's for
A good fit if one of these sounds like you.
Operations leaders
You know where time goes and want a clear plan for what to automate first.
SMB owners
You want AI to save hours every week without a large up-front project.
Teams with repetitive, high-volume processes
Invoices, tickets, documents or data entry handled by hand every day.
Scope
What we cover
- Interviews with key staff
- Process mapping
- Volume and time estimates
- Data sources and systems
- Automation feasibility and risk
- Build vs. buy options
Deliverables
What you get
Clear, written deliverables your team can act on, walked through with you on a call.
- Prioritized list of 3–5 automations with estimated hours saved, complexity and risk
- Implementation roadmap
- Walkthrough call
Timeline
Timeline
A fixed timeline, agreed in the proposal before we start.
- 1
Day 1
Kickoff
Goals, scope and the people we'll talk to.
- 2
Interviews
Short sessions with the people who do the work.
- 3
Analysis
Processes mapped, volumes estimated, options compared.
- 4
Roadmap
Roadmap
Prioritized automations and a walkthrough call.
Preparation
What we need from you
- Access to 2–4 key people for interviews
- List of tools used
- Sample documents or data (anonymized is fine)
Next steps
After the assessment
You choose what happens next. There's no obligation to continue with us.
Option 1
Do it yourself
Use the roadmap with your own team or current vendors.
Option 2
We build them
We build the priority automations as a defined project.
Option 3
Ongoing retainer
We run, monitor and improve the automations month to month.
FAQ
Frequently asked questions
How is the assessment priced?
It's a fixed scope with a fixed price, based on the number of teams and processes involved. You'll get a written proposal after a short call.
How much of our team's time does it take?
Usually a kickoff and a few short interviews with the people who do the work, plus a walkthrough at the end.
Do we have to use you to build the automations?
No. The roadmap is yours to use with any team. Many clients do ask us to build and run them afterwards.
What if AI isn't the right answer?
We'll say so. Some processes are better solved with simple rules, an existing tool or a process change, and the roadmap reflects that.
Fixed scope · Price on request
Ready to start with the AI Automation Opportunity Assessment?
Tell us a little about your situation. We'll reply within 1 business day with scope and next steps.