Workflow Audit
For teams that need to map bottlenecks and identify high-value automation opportunities.
Plazo típico: 3-5 days
Inclusiones clave
- Workflow discovery and process map
- Automation opportunity list
- Tool stack review
Automation pricing is based on workflow complexity, number of systems, and human approval needs.
For teams that need to map bottlenecks and identify high-value automation opportunities.
Plazo típico: 3-5 days
Inclusiones clave
For one practical workflow such as form routing, lead alerts, or task creation.
Plazo típico: 1-2 weeks
Inclusiones clave
For connected workflows across forms, CRM, email, sheets, dashboards, or support tools.
Plazo típico: 3-5 weeks
Inclusiones clave
For AI-assisted lead handling, approvals, summaries, routing, and operations dashboards.
Plazo típico: 6-10 weeks
Inclusiones clave
Las tarjetas muestran lo básico. Esta tabla muestra el detalle completo de cada función.
| Función | Workflow Audit | Starter Automation | Ops Automation | AI Ops System |
|---|---|---|---|---|
| Included scope | ||||
| Workflow discovery and process map | ||||
| Automation opportunity list | ||||
| Tool stack review | ||||
| Risk and approval notes | ||||
| Implementation roadmap | ||||
| One automation workflow | ||||
| Form, email, or task trigger | ||||
| Basic error handling | ||||
| Setup documentation | ||||
| Multiple connected workflows | ||||
| CRM, sheet, email, or dashboard integration | ||||
| Lead scoring or routing rules | ||||
| Admin visibility for handoff | ||||
| Testing across real scenarios | ||||
| AI summaries or classifications | ||||
| Human approval checkpoints | ||||
| Operations dashboard | ||||
| Advanced logging and fallback paths | ||||
| 30-day improvement and tuning plan | ||||
| Best fit | Find automation wins. | One workflow. | Connected operations. | AI-assisted operations system. |
| Typical scope | Map and roadmap. | One automation. | Several workflows. | Integrated AI and dashboards. |
| Systems | Review only. | 1-2 tools. | 3-5 tools. | Multi-system architecture. |
| AI depth | Not included. | Not included. | Rules-based support. | AI summaries and approvals. |
| Support | Roadmap notes. | Setup handoff. | Scenario testing. | 30-day tuning plan. |
Alcance opcional cuando el paquete base necesita más profundidad.
Summaries for sales follow-up, priority, and source context.
Contact, deal, owner, and status sync rules.
Simple operations view for workflow status and performance.
Monthly automation checks, updates, and fixes.
Haz clic en una pregunta para ver la respuesta. Las tarjetas se mantienen simples y los detalles siguen disponibles.
Envía el contexto del proyecto y recomendaremos una forma práctica de paquete antes de empezar producción.
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