Free tool
Workflow Finder
Eight questions. Your three highest-impact automations, named, with the hours they'd give back.
Most owner-operators know their business runs on manual work; what they don't know is which of it is worth automating first. This tool answers that in about three minutes. It asks how leads arrive, how quotes get made, how scheduling and invoicing actually run, and where the time goes that shouldn't.
It scores your automation opportunity, names the three automations we'd build first for a business like yours, and gives an honest hours-per-week range for each, drawn from the same rules we use in the first day of a paid audit. The result appears on screen. Nothing is held back behind a form.
It is a starting point, not a diagnosis. The paid AI Workflow Audit does what a form can't: sits inside the operation for a week, maps what really happens, and builds the two that pay back fastest.
The assessment
What it can recommend
The ten automations it chooses from
Every result names three of these. The hours are for an 11–50 person business and scale with your size. They come from the first day of audits we've run, not from a vendor's brochure.
- 01
Lead intake and routing
Every enquiry from every channel lands in one place, is acknowledged within a minute, and is assigned to the right person with a follow-up already scheduled.
3–6 hours / week
- 02
Quote generation from templates
A quote assembled from your price book and past jobs in minutes, sent from the system, tracked until it's accepted.
4–8 hours / week
- 03
Online scheduling with reminders
Customers or patients book against real availability, changes update everyone automatically, and no-shows drop with reminders that send themselves.
3–7 hours / week
- 04
Invoice automation and payment reminders
Invoices generated when work completes, reminders on a schedule you set, and a list each morning of who actually needs a human call.
2–5 hours / week
- 05
Client communication sequences
Confirmations, status updates, and the questions you answer a hundred times, sent at the right moment without anyone typing them.
2–5 hours / week
- 06
Weekly reporting digest
The numbers the owner looks at, pulled from the systems they live in and delivered every Monday without a spreadsheet being opened.
1–3 hours / week
- 07
Document intake and filing
Contracts, permits, records, and photos named, filed, and findable the moment they arrive, with the key fields read out of them automatically.
2–4 hours / week
- 08
Onboarding checklists and automation
The first two weeks for a new client or hire run as a sequence: accounts created, documents requested, reminders sent, nothing left in someone's head.
1–3 hours / week
- 09
Approval routing
Anything that needs a sign-off goes to the right person with the context attached, escalates if it stalls, and records who said yes.
2–4 hours / week
- 10
Data sync between systems
The same customer, job, or invoice entered once and present everywhere it needs to be, with no re-typing and no version drift.
3–7 hours / week
Built by our software team on the same engine as our intake. Want the real version? The AI Workflow Audit takes 5 days, one fixed fee.