AUTOMATE
Practical guide
What the audit reviews
The audit looks at the current workflow, systems used, manual copying, message volume, document chasing, CRM activity, reporting needs and decisions that require human review.
What it produces
A useful audit produces a process map, automation opportunities, tool recommendations, risk notes, implementation priorities and a practical roadmap before build work begins.
Where AI fits
AI may help with classification, extraction, drafting, routing and summarisation. It should be added where it improves a clear process, not where the process itself is unclear.
When to start with an audit
Start with an audit when several tools are involved, staff are doing repeated admin, or the team knows work is slow but has not mapped the real cause.