Automate · Stage 03

Automation Audit

Finding what is worth automating before you spend a dollar building it.

An automation audit is a short, structured review of how work actually moves through a business — which steps are manual, how long each takes, and which are worth automating. It produces a prioritised plan, not a build. Most businesses save more by automating three things properly than ten things badly.

Different from the free review before a proposal, this is a deep, paid process audit.

Why this comes first

The most expensive automation mistake is building the wrong thing well. A workflow that saves four minutes a week isn’t worth three weeks of setup, and it’s genuinely hard to tell which is which from the inside — the process you find most annoying often isn’t the one costing the most time.

What actually happens

We map how a job moves from enquiry to invoice, including the bits nobody documents: the spreadsheet someone keeps, the details re-typed into two systems, the follow-up that depends on someone remembering. Then we put a rough time cost against each, and rank them.

What you get

A written report, video walkthrough and review call, with a plan you could hand to any developer — not just us. If you decide to build it elsewhere, or in-house, the audit still stands on its own. That’s deliberate.

Who this is for

A business that knows admin is eating its week but can’t pinpoint where, or one that’s been quoted for an automation build and wants to know if it’s the right one.

What's included in our automation audit

A walk-through of how work really happens.

A two-hour video session with you and your team, covering quoting, bookings, invoicing, follow-ups and reporting, including the spreadsheets, copy-paste and workarounds nobody writes down.

An editable map of every process.

Each process drawn step by step, showing the tools, the handoffs and where things fall through.

Time and cost, with the maths shown.

For each task: how often it runs, minutes per run and your hourly cost, giving hours and dollars a month. No invented percentages.

A software subscription check.

What you pay for, where tools overlap, and licences nobody uses.

Privacy and risk flags.

Where customer, staff or health information moves, what shouldn't go into AI tools, and who has access to what.

A prioritised list, including what to leave alone.

Every opportunity scored on hours saved, cost, risk and effort, split into quick wins and bigger projects, plus a list of what isn't worth automating yet.

A platform recommendation with running costs.

n8n, Zapier or Make, compared at your actual volumes, with the monthly cost of each.

A report you can act on.

A written report, a recorded video walkthrough and a 45-minute review call.

A baseline for later.

We record today's numbers, so any build can be measured again 30 days after launch.

Credited if you go ahead.

The audit fee is credited toward your first build.

You own: the process maps, report and recommendations, whether or not you build with us.

How we work

  1. Days 1–3

    Questionnaire

    Your tools, team and biggest time-wasters.

  2. Week 1

    Discovery session

    Two hours with you and your team.

  3. Weeks 1–2

    Mapping and measuring

    Short follow-ups with staff and a look at real examples.

  4. Week 2

    Analysis

    Scoring, costs and the platform comparison.

  5. End of week 2

    Report and review call

  6. Optional

    First build, if you want it

    We start with the top quick win.

Most audits take about two weeks.

Working with us

  • You deal with Prasenjit, the founder, from the first call to handover.
  • Our team is in Kolkata, India. Calls run 11 am–8 pm Sydney time. We keep working after your day ends, so small changes are often ready by the next morning.
  • We reply within one Australian business day.
  • We write for Australia. Copy and campaigns use Australian English and are checked against the ACCC, Ahpra, Spam Act and Privacy Act rules that apply to your business.
  • You own your accounts. We work inside accounts in your name, and you can remove our access at any time.

Frequently asked questions

Do I have to use you for the build afterwards?

No. The audit is a standalone deliverable you own. Plenty of clients take it in-house or elsewhere.

How long does it take?

Usually about two weeks: a conversation, a look at your current tools, then a written report, video walkthrough and review call.

What if the answer is that I shouldn't automate anything?

Then we'll tell you that. It happens — sometimes the real problem is a process that needs simplifying, not automating.

Also part of Automate