Automation audit
You can see that things repeat themselves. What you do not know is which ones are worth it, what they cost you today, and in which order to take them on. The audit answers those three questions, in writing and with figures.
Most automation projects fail before they have begun, for a simple reason: they start from the tool instead of starting from the task. Someone saw a demo, the company bought a licence, and nobody knows what to plug into it. Six months later the subscription is still being charged and the spreadsheet is still filled in by hand.
We start from the task, not the tool
We take the problem from the other end. We look at what your teams actually do during an ordinary week, how often, and at what cost. A ten-minute task repeated forty times a month comes to eighty hours a year, which is ten working days. A one-hour task done three times a year comes to three, and it will not be automated.
What you get at the end
The result is not a presentation. It is a document listing the candidate tasks, the time they consume, what automating them would take, the cost of each, and the order in which to tackle them. It is written to be usable without us: you can hand it to your own team or put it out to tender.
How it works
An interview
Two hours with the people who do the work, not only with those who direct it. That is where you find the workarounds nobody ever documented.
The survey
Which data moves, between which pieces of software, in what form and how often. Which of them expose an API, which will need an n8n flow. We ask for read access, never write access.
The costing
For each candidate task: the time it consumes today, what automating it would cost, and how long before it pays for itself.
The handover
The document, and an hour to go through it together. Whatever is not worth doing is written down as such, with the reason.
What the audit establishes
- The list of tasks that repeat, with their frequency and their cost in time.
- Those that automate cleanly, and those that should not be automated at all.
- The state of your data: where it lives, where it is duplicated, in what format.
- What has to stay in-house for legal or contractual reasons.
- An order of priority based on return, not on technical convenience.
- A costing per piece of work, each one independent of the others.
No commitment afterwards
The audit is paid for and it ends. You are committed to nothing afterwards, and the document is yours. That is the condition for it to tell the truth: a free audit always concludes that you should buy something.
If you already know what you want to connect, the audit is not necessary and the connect your tools page deals with the subject directly. If your main constraint is that nothing may leave the company, start instead with running it on your own servers.