Free process automation assessment
Turn one undocumented process into a clear automation brief
Document the work as it happens today. I will identify bottlenecks, manual errors, system hand-offs and the highest-impact opportunities—before you spend anything.
No payment, no platform commitment and no obligation to commission a build.
What I need from you
Choose one recurring process. Write it out step by step, including what really happens when work is late, incomplete or wrong. Rough figures are enough for the first review.
Every step and hand-off
Start with the trigger. List each action, decision, approval and hand-off in order, then define the result that should exist at the end.
Volume and time
Share an approximate weekly or monthly volume, active handling time, waiting time, seasonal peaks and how often work must be reopened.
Manual errors and exceptions
Describe retyping mistakes, duplicates, missing fields, missed follow-ups and the exceptions that send a case back or require judgement.
Systems and workarounds
Name the software, inboxes, spreadsheets, portals and shared drives involved—including copy-paste steps and systems that disagree.
Owners and approvals
Identify who owns the outcome, who can approve process rules and which actions must always remain behind human review.
A safe example
Provide one anonymised or fictional example if useful. Never send passwords, API keys, full customer files or special-category personal data by email.
How the free audit works
The sequence is designed for buyers who want evidence, control and a practical next move—not a tool demo.
- You describe the processSend the steps, systems, volumes, delays and common failure points.
- I map the current stateI reconstruct the route, ownership and exception classes.
- I prioritise impactI compare value, feasibility, risk and operating effort to identify the smallest responsible first move.
- You receive the PDFI share the findings, highest-impact automation opportunities and a clear recommendation you can use internally.
What your PDF advice contains
Process and bottleneck map
The trigger, route, systems, ownership, waits, rework and points where cases currently fail.
Highest-impact opportunities
A ranked shortlist based on recurring effort, error exposure, customer impact, feasibility and risk.
Recommended next step
A responsible first pilot, a prerequisite to fix, or a clear recommendation to keep the process manual for now.
Dependencies and safeguards
Required access, data quality, approvals, human controls, tests, monitoring and recovery expectations.
Impact assumptions
The volume, handling, delay and rework assumptions behind the recommendation, separated from guaranteed savings.
Practical solution route
Whether process change, direct integration, a deterministic workflow or bounded AI assistance fits best.
Free really means free
The assessment and PDF advice cost nothing. You do not need to buy software, choose n8n or commission me to build the recommendation.
- No payment details
- No hidden platform commitment
- No obligation to continue
- The advice remains useful if the answer is “not yet”
For context, review our controlled delivery method, the matching English prices and the process automation guide.
Send one process; receive a practical decision
Email the step-by-step route, approximate volume, systems, main errors and desired outcome. I will confirm a safe follow-up route if more detail is needed.
Do not email credentials, full customer records or special-category personal data.