A map of the work today
We document the steps, people, tools, handoffs, delays and duplicate entry in one agreed workflow. The 45-minute interview includes the owner and the person doing the work; one conversation can cover both roles.
One workflow · a plan you can use
AI workflow assessment for small businesses.
Choose one recurring task, such as lead follow-up or quote preparation. We review how it happens, map a simpler process and give you a practical plan before you decide whether to build anything.
$999 one-time · one workflow
Discuss your workflowStart with a free 15-minute consultation. Scope and delivery date are agreed before paid work begins.
What you receive
A starting point checked with your team
We review the agreed examples and tools, then check how often the task happens and how long it takes. Measured figures, estimates and missing information stay distinguishable.
A proposed process and written priorities
The plan ranks improvements by time, customer impact, cost, reliability and ease of use. It explains the recommended first step, dependencies, training needs and a measure to track. A simpler process may be the best answer.
A live walkthrough of the findings
We agree on review materials, the delivery date and the findings meeting before starting. You receive the written plan and a live discussion to check assumptions and decide what to do next.
Choose a task you can walk through.
Bring the person who knows the workflow, the tools they use and an explanation of where it gets stuck. During scoping, we agree which examples and materials are needed.
- Lead follow-up: trace an inquiry from arrival to the next agreed action.
- Quote preparation: follow a request through information gathering, drafting and approval.
- Finding business information: show how staff locate an approved answer and check it.
Questions before you start
How is this different from the free consultation?
The free 15-minute call is an initial conversation about one task and a useful next step. The $999 assessment includes the focused review, process maps, checked baseline, written plan and findings walkthrough described here.
Does the assessment include building an automation?
Implementation is a separate decision and scope. You can use the assessment with your own team or another provider. You do not have to hire Automati to build the solution.
What if we need to review several workflows?
The $999 assessment covers one workflow. A broader business workflow audit needs additional interviews and a phased roadmap; its scope, timeline and fee are agreed separately.
Do we need to choose an AI tool first?
No. Start with the work and the tools you already use. We consider process simplification, conventional automation and AI where appropriate. The assessment does not promise a particular tool or a savings result.
Where is the service available?
Automati is based in Princeton, New Jersey, serving New Jersey and nearby communities in Pennsylvania and New York. Remote working sessions are available. In-person availability is confirmed during the consultation.