Workflow Audit
From kickoff to a ranked roadmap in days.
The ladder
- 01 · Workflow Audit
- 02 · Agent Pilot
- 03 · Agent Programs
You don’t need an AI strategy. You need to know which workflow gets an agent first — and why.
Most enterprises sit on dozens of candidate workflows. The audit looks at the work, the data access, and the risks, then returns a ranked roadmap in days: what gets an agent first, what waits, and what should stay manual.
The output is a shortlist you can defend — to your team, to security, and to the budget.
Who this is for
- Teams with too many candidate workflows and no order of attack.
- Operations leaders told to "do something with AI" who need a defensible first move.
- Companies that want a ranked plan before committing engineering budget.
The problems it clears
Too many candidate workflows, no sequence
Hidden manual work across documents, spreadsheets, and systems
No defensible first build
Unknown data-access and integration constraints
AI ideas with no risk map
What you get
Impact and complexity scoring
Risk and data-access map
Agent-ready first build recommendation
Example workflows
Accounts receivable backlog
Flag where collections tracking lives in scattered spreadsheets and where reminder discipline is breaking down.
View workflowInvoice and PO matching bottlenecks
Identify where invoice-to-PO matching consumes the most manual hours and where exception volume is highest.
View workflowFinance ops reporting gaps
Surface where financial operations rely on manual reconciliation instead of connected systems.
View workflowDocument handling exposure
Assess how much staff time goes into re-keying data from invoices, contracts, statements, and forms.
View workflowHow it runs
Inventory the workflows
Catalogue manual processes across teams, noting volume, frequency, systems touched, and current handoffs.
Score impact and feasibility
Rank each candidate workflow by time saved, data availability, process stability, and implementation risk.
Map risk and access
Review data sensitivity, system access constraints, approval requirements, and where human control must stay in place.
Deliver the roadmap
Package findings into a sequenced roadmap with a recommended first build and the reasoning behind the order.
Controls before anything moves
Agents prepare the work. Your team keeps approval, evidence, access, and change history visible.
- Human approval for sensitive actions
- Source links and evidence for generated outputs
- Audit logs for inputs, outputs, approvals, and changes
- Role-aware access to documents and systems
- Model flexibility based on privacy, cost, latency, and quality
FAQ
What does a Workflow Audit produce?
A ranked roadmap with workflow candidates, data sources, integration constraints, risk controls, and a recommended first build.
How do you score workflow opportunities?
We score impact, frequency, data availability, process stability, risk, approval complexity, and implementation effort.
Do we need to know the first use case already?
No. The audit is useful when there are too many possible workflows and the team needs a practical order of attack.
Can the audit lead directly into a pilot?
Yes. The best output is a pilot-ready workflow with enough detail to start building.
Bring us the workflow that's stuck.
We'll tell you if we can move it — and where the agent lands first.