The free automation audit
One free hour. One real workflow. A plan you keep.
Every managed automation starts here. We follow one workflow from beginning to end, identify the systems, rules, exceptions, and expected outcome, and you leave with a concise implementation plan and a clear recommendation — including, when it is the honest answer, that the workflow is not worth automating.
Rather not book a slot? Email [email protected] and we’ll reply with times.
The audit at a glance
- Length
- One hour.
- Cost
- Free, with no obligation to continue.
- Bring
- One repetitive workflow — or a frustration, or a goal, and we will find the workflow.
- You keep
- The implementation plan and the recommendation, whether or not you go further.
- Next step
- If the workflow is a good candidate, formal build pricing and the expected monthly cost follow after any necessary research.
What the audit covers
One workflow, followed all the way through.
An hour spent on one real workflow produces more than an hour spent on a tour of possibilities. Depth is the point: the exceptions and failure paths are where an automation earns its keep or does not.
- The systems the workflow touches, and how information moves between them
- The rules and decisions inside it
- The exceptions and failure paths that occur in real life
- The outcome that defines a successful result
- Which steps appear suitable for automation, and which should remain with your people
Not sure which workflow to bring? The tasks worth looking at first are the ones that happen on a schedule, follow the same steps every time, and quietly eat someone’s week. What we automate describes the common places to find them.
How the session runs
Four steps, and nothing to sign.
The audit is a working session, not a sales presentation. Most of the hour is spent on your workflow; the last part of it is spent on what we would recommend and why.
- Step 01
Bring one real workflow
A workflow, a frustration, or a goal — any of the three works. The most useful sessions start with the task as it actually happens, described by the person who performs it or understands it. You do not need to know whether it can be automated before we talk.
- Step 02
We follow it from beginning to end
Together we walk the workflow through its ordinary path: the systems involved, the rules applied at each step, the exceptions that come up, and the result that counts as done. The exceptions matter most — they are where automations succeed or fail.
- Step 03
We draw the boundaries
We identify which steps appear suitable for automation, which decisions should remain with your people, and which failure paths need special handling. If the process needs groundwork first — standardizing steps, cleaning up required information, confirming system access — we say what and why.
- Step 04
You leave with a plan and a recommendation
Nobody is asked to sign an agreement during the audit. You receive a concise implementation plan and a clear recommendation, and the findings are yours whether or not you continue.
What you leave with
The findings are yours, whether or not you continue.
A concise implementation plan
A summary of the current workflow, the systems involved, the expected outcome, and the likely automation approach. This is not the detailed runbook — that is produced during the first paid build session.
Clear boundaries
Which steps appear suitable for automation, which decisions should remain with your people, and which exceptions or failure paths require special handling.
A recommendation
Whether to proceed, prepare the process first, or leave it manual because automation would not provide a reasonable return.
After the audit
Three possible outcomes, all of them useful.
The recommendation is the deliverable, and one of its three forms is “don’t.” An audit that ends with “leave it manual” has still saved you the cost of building something that would not return it.
- Proceed
The workflow is a good candidate
After any necessary research, NIS sends formal build pricing and the expected monthly managed-service cost. You decide whether to approve it and schedule the first paid build session.
- Prepare first
The workflow may be a good candidate after some groundwork
The process may need to be standardized, required information cleaned up, or system access confirmed. We identify what needs to change before money is spent building it.
- Leave it manual
Automation would not justify itself
The task happens too rarely, changes too often, or requires too much judgment to justify ongoing automation. We will say so clearly, and there is no obligation to continue.
How the build, testing, and managed service work after a “proceed” — and what each part costs — is covered on How it works.
Bring the task that eats the most of your week.
One free hour, one real workflow, and a concise implementation plan with a clear recommendation at the end of it. If the workflow is a good candidate, formal build pricing and the expected monthly managed-service cost follow after any necessary research.
Book a free automation auditRather not book a slot? Email [email protected] and we’ll reply with times.