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Automation assessment

What part of your business still feels too manual?

Describe the process in your own words. An engineer replies with where automation would save time or improve decisions — and where it isn't worth it.

How we think about it

  1. 01We measure the work before proposing to automate it.
  2. 02Rules and integrations first. AI where judgement is actually needed.
  3. 03People stay in control: review queues, thresholds and audit logs.

01 The process today

Describe the steps as they happen today — who does what, in which tools, how often.

Add:

02 Context

Which area is it?

Separate with commas — e.g. Excel, Gmail, Shopify, HubSpot, WhatsApp

Roughly how much time does it take? Optional

03 Where to reply

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