Workflow Audit
For teams that need to map bottlenecks and identify high-value automation opportunities.
Typical timeline: 3-5 days
Key inclusions
- 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.
Typical timeline: 3-5 days
Key inclusions
For one practical workflow such as form routing, lead alerts, or task creation.
Typical timeline: 1-2 weeks
Key inclusions
For connected workflows across forms, CRM, email, sheets, dashboards, or support tools.
Typical timeline: 3-5 weeks
Key inclusions
For AI-assisted lead handling, approvals, summaries, routing, and operations dashboards.
Typical timeline: 6-10 weeks
Key inclusions
The cards above show the basics. This table shows the full tick and cross detail for every feature.
| Feature | 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. |
Optional scope when the base package needs more depth.
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.
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