Find where AI saves your team hours every week. Leave with a plan to deploy it.
We audit your recurring business processes, identify the top ten AI and automation opportunities, pick the right tool for each (Copilot, OpenAI, Claude, Power Automate, or a custom agent), and deliver a 90-day roadmap.
If this sounds familiar
“We know AI can save us time. We just do not know where to start, which tool to buy, or how to prove ROI.”
What this engagement is
Find where AI and automation save your business ten or more hours a week. Ten days, written roadmap.
Most teams waste money on AI tools that do not fit the workflow. This assessment starts from the work your team already repeats (monthly reports, inbox triage, document review, handoffs, reporting cadences) and maps where AI will move the needle. Vendor-neutral, outcome-first, fixed scope.
Outcomes you can measure
- Top ten automation opportunities ranked by ROI and effort
- A recommended AI tool for each opportunity (Copilot, OpenAI, Claude, Power Automate, n8n, or custom)
- A 90-day automation roadmap with pilots, owners, and success metrics
- An ROI model you can take to the board
What you get
Deliverables.
Everything included in the engagement, in writing.
Process map of your top recurring workflows
Ranked automation opportunity list with estimated hours saved per month
Tool recommendation per opportunity (vendor-neutral)
Recommended pilot with scope, timeline, and cost
90-day automation roadmap
Executive readout and ROI model
Who it is for
Built for teams that need this outcome.
COOs, VPs of Operations, and founders who feel inefficiency but cannot point to it
CFOs and finance leaders drowning in recurring reports and reconciliations
Heads of RevOps, Support, and Customer Success buried in repetitive work
IT and AI leaders who need an outcome-first roadmap instead of a tool pitch
How it runs
From first call to handoff.
Kickoff
60-minute working session to map your org, tools, and top recurring processes.
Discovery
Structured interviews with 3–6 team leads. We observe the actual work, not the idealised workflow.
Analysis
We score opportunities on hours saved, implementation effort, and risk. Match each to the right AI tool.
Readout
Executive session with ranked opportunity list, tool recommendations, pilot scope, and 90-day roadmap.
Tools we deploy on this engagement
- Microsoft Copilot
- OpenAI
- Anthropic Claude
- Power Automate
- Azure AI
- n8n / Make
- Custom AI agents
What we need from you
Minimal lift. Maximum outcome.
- 60 minutes from an executive sponsor
- 3–6 team leads for 45-minute process interviews
- Access to sample artefacts of recurring work (reports, emails, documents)
Common questions.
No. We are deliberately vendor-neutral. We recommend the tool that best fits each workflow, your existing stack, and your budget, even when that means a smaller or open-source tool instead of a big-brand platform.
This assessment does not require Microsoft. We build on whatever your team already uses (Google Workspace, Slack, Notion, HubSpot, Salesforce, custom stacks) and recommend the AI layer that fits.
The Copilot Launch Sprint is an implementation for teams that have already decided on Microsoft Copilot. The Workflow Automation Assessment is a vendor-neutral audit that tells you which tool (Copilot, OpenAI, Claude, or something else) will save you the most time for the money.
Yes. Most clients engage us for the recommended pilot right after the assessment. You are never locked in. The assessment stands on its own.
Most assessments start within 5 business days of the kickoff call. Readout delivered 10 business days after kickoff.
Related
Often paired with.
AI Agent Sprint
Ship a production AI agent that takes recurring work off your team in three to four weeks.
Monthly Reporting Automation Sprint
Turn your monthly reporting cycle from a week of pain into a one-click job.
Microsoft Copilot Launch Sprint
Deploy Microsoft Copilot securely and prove ROI in 30 days.
See the workflows this engagement targets
Further reading
Context before the call.
Operator-level guides that go deeper on the decisions behind this engagement.
AI Process Audit: The Complete Guide for Business Operators
What an AI process audit is, when to run one, how to structure it, and how to turn the output into a 90-day automation roadmap.
ReadPower Automate vs an AI Agent: How to Choose (and When to Combine Them)
An operator-level decision framework for when Power Automate, an AI agent, or a hybrid is the right choice — with cost ranges and common failure modes.
ReadCopilot vs ChatGPT Enterprise vs Claude for Business: How to Choose
An operator-level breakdown of how to pick between Microsoft Copilot, ChatGPT Enterprise, Anthropic Claude, and custom agents for business workflows.
ReadReady to start?
20 minutes. No obligation. Scope and pricing confirmed on the call.