AI process audit where to start
About the service
An AI audit is for companies that want to “bring in AI” but don’t know where to start. The team copies data by hand, leads slip between messengers and spreadsheets, and every tool promises to speed things up. The audit answers one question: where automation will pay off, and where it will only add complexity.
We talk to the people doing the work, look at the tools you use — CRM, email, Google Sheets, messengers — and record the steps and time each process takes. We assess what can be built with n8n, Make, or Zapier, where OpenAI or Claude models make sense, and which data they can be trusted with.
You get a process map, three priorities with expected impact, effort, and risks, and a plan for the first step — to build with us or any other team.
- Timeline
- from 2 weeks
- Price
- after a process review
- Deliverable
- map + 3 priorities
- Getting started
- free review
What’s included
Team interviews
We talk to the people doing the work, not just the manager.
Process map
From lead to payment — who does what, and in which tool.
Manual work tracking
We count the steps and time for each task — no ballpark guesses.
Tool audit
We review your CRM, spreadsheets, and apps — what already integrates.
Data and security
We define which data can go to AI services and which can’t.
Rollout plan
Three priorities with impact, effort, and a concrete first step.
How we work
Review
A short call about your business and pain points — we set the audit scope.
Interviews and access
We talk to your team and look at the real tools and data.
Analysis
We build the process map and assess every automation idea.
Report and plan
We present our findings and three priorities with a first-step plan.
Frequently asked questions
How much does an AI business process audit cost?
We quote an AI audit after a free process review, once the scope is clear. The price depends on how many processes and departments are involved, how many people we need to interview, which tools we review — CRM, email, spreadsheets, messengers — and how sensitive your data is. After the review, you get a concrete proposal, and the audit results — a process map and three priorities — can be built with us or any other team.
How long does an AI process audit take?
An AI audit takes from 2 weeks. In that time, we run the initial review, interview your team, analyze your tools and data, and present a report with a first-step plan. It takes longer if there are many processes, several departments are involved, or access to your systems takes a while to set up. We agree on the exact schedule after the free review.
Which business processes should you automate with AI first?
Start with frequent, repetitive, well-defined processes: moving leads between tools, sorting emails, and preparing routine documents and reports. The impact there is easy to measure, and mistakes are easy to spot. Decisions where an error is costly — pricing, contracts, replies to complaints — should stay with a person, or AI should only draft them. The audit shows where automation will actually pay off and where it would only add complexity.
What do you need from us to start an AI audit?
To get started, send a request and briefly describe what takes up most of your team’s time. During the free review, we set the audit scope. After that, we need a list of the tools you use, access to your CRM and spreadsheets (view-only is enough), time with the people who do the work for interviews, and a point person to help with access. We agree in advance on which data stays off-limits.
Other formats
AI assistant for your website
Answers customers 24/7 and passes warm leads to Telegram or your CRM. Learn more
Lead & CRM automation
Leads, statuses, and reminders land in your CRM automatically — no manual copying. Learn more
30-day AI pilot
We automate one process on a fixed budget — you’ll see the impact within a month. Learn more
We’ll show you your future website and what it will cost
Free consultation: we’ll dig into your niche and competitors and propose a structure, estimate, and timeline — even if you’re still comparing agencies.
- Estimate and timeline — before we start
- Payment in stages
- The site and all accounts are yours
After you send a request, our lead manager will contact you: they’ll give you a free consultation, discuss your goals, and answer your questions about strategy.