Free checklist
The Automation Audit Checklist
Twenty places businesses quietly leak hours, and the ones software can plug. If your team spends real time on any of these, it's usually a job for software, not a person. Tick the ones that sound like you. Anything ticked is a candidate for an AI agent or a bit of custom software, and most pay for themselves in saved hours. When you're done, send us the ones that stung the most and we'll tell you straight which are worth automating.
Admin & back office
Invoices are typed out by hand from emails, PDFs, or a supplier portal. The same data gets re-keyed into two or three different systems. Someone loses a Friday afternoon pulling numbers together for a report. Approvals sit in an inbox because there's no clear next step. Onboarding a new hire is a checklist someone runs by hand every time.
Customer comms
The same questions get answered by hand, dozens of times a week. After-hours enquiries sit unanswered until the morning. Bookings or orders arrive on WhatsApp and get copied somewhere by hand. Follow-ups depend on someone remembering to send them. Customers chase you for updates you could send automatically.
Data & reporting
Reports get rebuilt from scratch every week or month. Your numbers live in tools that don't talk to each other. You hear about a problem from the monthly report, not when it happens. Exporting, cleaning, and merging files is a regular job for someone. Decisions wait on data that takes a day to assemble.
Operations
Stock, jobs, or cases are tracked in a shared spreadsheet that keeps breaking. Work grinds to a halt when the internet or power goes down. Two people edit the same record and overwrite each other. Compliance or certification checks are done by hand, if at all. A process only one person understands falls over when they're away.
