Free AI and automation audit
Choose the right AI case and make it buildable as a first agent pilot
In 30 minutes, we map where your team loses time, leads or quality — and translate it into concrete pilot scope: the agent task, data sources, human control, success metrics and the next implementation step.
What the audit gives you
01
3 prioritized AI use cases
We identify concrete processes where AI agents, automation or better integrations can create the most value.
02
First pilot scope
You get a realistic first version: input, output, system connections, risks and what needs to be tested before production.
03
Metrics for impact
We define how the pilot should be judged: saved time, faster follow-up, fewer errors or better lead quality.
What the audit gives you
A decision basis, not an inspiration lecture
The goal is to know what is worth building, what should wait and how the first implementation can be measured.
3 prioritized AI use cases
We identify concrete processes where AI agents, automation or better integrations can create the most value.
First pilot scope
You get a realistic first version: input, output, system connections, risks and what needs to be tested before production.
Metrics for impact
We define how the pilot should be judged: saved time, faster follow-up, fewer errors or better lead quality.
After the call
What you walk away with
Prioritized roadmap
A simple order for what to build first, what to automate later and what is not worth touching right now.
System map
Which tools and data sources need to connect: forms, CRM, email, documents, dashboards or internal systems.
Agent/workflow idea
A clear candidate for the first solution, such as a sales assistant, reporting agent, support flow or internal knowledge agent.
Risk check
A quick assessment of data sensitivity, human control, quality assurance and what should stay outside the AI flow.
What you actually buy later
From audit to pilot: making the AI agent part of the workflow
The audit is the start. The next phase is a scoped pilot where we build the agent, connect the right systems, test quality and hand over a workflow the team can actually use.
AI assistants that qualify leads, summarize cases or prepare follow-up.
Workflow agents that fetch data, check rules and send the next step to the right person.
Automated reports and dashboards that make status visible without manual copying.
Documented flows with human control, logging and easy further development.
Set expectations
The audit fits best when you want to build a system — not just test a tool
Good fit
- ✓You have manual steps in lead handling, reporting, support, research or document workflows.
- ✓You want to move from scattered AI use to shared workflows the team actually uses.
- ✓You need a concrete first pilot before investing in a larger AI implementation.
Not the right start
- —You only want a general ChatGPT introduction with no implementation.
- —You have no recurring processes, data flows or follow-up to improve.
- —You want a large enterprise study with months of workshops before anything is built.
Process
How the audit works
01
We map the flow
You describe the process: where information enters, who does what, which systems are used and where things often get stuck.
02
We find agent and automation opportunities
I look for steps that can be assisted, orchestrated or automated with AI without creating unnecessary risk.
03
We choose the first pilot
We prioritize a solution small enough to build quickly but important enough to create measurable impact.
04
You get the next step
After the call, you know what should be built, which inputs are needed and what implementation could look like.
Frequently asked questions
Is the AI audit really free?
Yes. The first call is free and there is no obligation to continue. I use it to determine whether there is a clear case where I can actually help.
Do we need to understand AI already?
No. It is enough that you can describe your recurring workflows, systems and problems. I translate that into possible AI and automation solutions.
What happens if we want to build after the audit?
Then I create a scoped implementation offer for the first pilot: scope, timeline, cost, risks and what you need to contribute.
Does everything have to be fully automated?
No. The best AI agent solutions often keep human control in the right places. The goal is to remove tedious steps and improve decisions — not to give up control.
Want to know which AI agent you should build first?
Book 30 minutes and we will review a real workflow in your business and find the first pilot.