Process Automation Discovery

A focused session in which we look at your manual processes — the real ones, not the ones in the ISO documentation — and honestly assess which are worth automating and which are better left manual.

Format

• Workshop on-site or remote — scope agreed individually
• Pre-workshop questionnaire so we don’t spend the whole session on “who does what?”
• Written summary as PDF, delivered within one week

What we do together

• Identify the three to five most time-consuming manual processes — through short interviews with the people who actually do the work
• Score each process: frequency, error-proneness, effort, complexity
• Tooling proposal per process — typically n8n or Make for lightweight workflows, custom Python or an AI agent for more complex logic
• Honest assessment: what’s worth doing, what isn’t, and why

Output

• Prioritised list of automation candidates
• Estimated implementation effort per candidate
• Recommended sequence and tools
• Clear marking of processes we would not automate — and why

Who it’s for

SMBs with 10–100 employees who sense too much time goes into repetitive work but don’t yet know where the biggest lever sits. Also suitable as an independent second opinion if you’re already planning an automation initiative.

Relationship to other workshops

This is the one-shot, fast inventory. For a deeper analysis with hand-off to an internal engineering team, let’s discuss separately. Implementation is also separate — typical follow-on paths are n8n Workflow Implementation or AI Agent Integration.

Credit toward implementation

The workshop fee is credited in full against a subsequent implementation engagement, provided it is commissioned within six months.