An AI automation review answers one question before you spend anything: which tasks are actually worth automating?
Quick answer
A review maps the repetitive work your team does, rates each task for how suitable it is to automate, flags the risks, and ends with a ranked plan and a clear first workflow to build. You should finish it knowing what to automate, what to leave alone, what it would cost and what could go wrong, without having bought any tools or built anything yet.
What the review looks at
- The tasks your team repeats, and how often each one happens
- How long each task takes, and who does it
- The tools and data involved, including where the information lives and who is allowed to use it
- What a mistake would cost, and who would notice it
- Whether the task is stable, or likely to change soon
How each task is rated
Each task is placed in one of three groups.
- Suitable for automation: frequent, rule-based and low-risk
- Suitable with a person checking: worth automating, but the output needs review before it is used
- Better left alone: rare, high-risk or dependent on judgement that cannot be described
The reasoning behind these groups is covered in which business tasks are worth automating.
What you get back
- A ranked list of opportunities, ordered by time saved and effort
- A risk and data check for each one, including where a person needs to check the output
- Tool recommendations, starting with what you already have
- A first workflow to build, with a scoped quote
- A plain-English plan that can be read by the people who approve the work as well as those who use it
What the review is not
It is not a sales pitch for a tool, and it is not a promise that everything can be automated. Some of the most useful findings are the tasks that should stay manual.
What happens after
You can use the plan to build the workflows yourself, hand it to your own team or developer, or ask for the first workflow to be built and supported. Builds are quoted per workflow, and ongoing support is scoped monthly. You will know the cost before each step.
Who it suits
The review suits small and medium businesses and teams that:
- spend hours on repetitive admin
- run on spreadsheets, shared inboxes and forms
- have tried AI tools without a clear process for them
- want enquiries or messages handled faster
When to get support
The AI Automation Review starts from £750 and follows the same approach as the Visibility Review: clear priorities, plain language and a plan you can act on.
FAQ
How long does a review take?
It depends on how many processes need to be looked at. The scope and timing are agreed before the work starts.
Do I need to prepare anything?
It helps to list the tasks that eat the most time, and to show examples of the tools and files involved. The rest is covered together.
Will the review recommend buying software?
Only if there is a clear reason. Where tools you already have can do the job, that is what will be suggested.