Most companies want to add AI & automation but don’t know where to start.

Here’s our proven 4-step audit process to find the best opportunities:

1️⃣ Internal survey ​
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Ask team members about time-consuming processes, goals, tools used, and frequency.

Let’s break this down:

• Create a simple online form (using tools like Google Forms or SurveyMonkey)
• Include questions like:

• “What tasks do you spend the most time on?”
• “What’s the goal of each process?”
• “How often do you perform these tasks?”
• “What tools do you currently use?”

This survey helps you get a bird’s-eye view of your company’s processes and where time is being spent.

2️⃣ One-on-one interviews

Dive deeper into processes identified in the survey. Record step-by-step walkthroughs.

After the survey, schedule 30-minute interviews with key team members.
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Here’s how to make them effective:

• Use video conferencing tools like Zoom or Google Meet
• Record the sessions (with permission) for later review
• Ask for screen sharing to see the process in action
• Encourage detailed explanations of each step

Sample interview questions:
• “Can you walk me through this process from start to finish?”
• “What challenges do you face with this task?”
• “How do you think this process could be improved?”

3️⃣ Time tracking

Use tools like RescueTime to automatically measure time spent on different tasks.

Time tracking provides hard data on where time is actually being spent.
Here’s how to implement it:

• Choose a time tracking tool (RescueTime, Toggl, or Harvest are popular options)
• Install the software on team members’ computers
• Let it run in the background for at least 2 weeks
• Review the data to identify time-consuming tasks

This data often reveals surprising insights about where time is really going in your business.

4️⃣ Audit report

Create flowcharts, analyze processes, and prioritize automation opportunities based on time savings and ease of implementation.

Now it’s time to bring it all together:

• Create detailed flowcharts for each major process
• Use a tool like Lucidchart or draw.io for this
• Analyze each process using our “6D Process Model”:
• • Define - Discover - Design - Develop - Deploy - Debrief
• Prioritize automation opportunities using a matrix:

Focus on the top-right quadrant: high time savings + easy implementation.

This audit helps you:
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✅ Identify low-hanging fruit for automation
✅ Optimize your tech stack
✅ Create an actionable automation game plan

Don’t rush to implement AI without understanding your processes first.

Start with an audit to maximize your automation ROI.

We’ve helped 60+ businesses save $1m+ in labor costs & 50,000+ hours using this exact process.

Want to see how we conduct these audits? Here’s a 6-minute video walkthrough: