Audit guide
A plain-English walkthrough for inventorying workflows, interviewing stakeholders, scoring opportunities, and choosing a first test.
Digital product
Find the automation work worth doing first.
The AI Automation Audit Kit helps small-business owners, operators, consultants, and team leads turn scattered AI ideas into a ranked shortlist before buying tools or starting implementation.
AI Automation Audit Kit$19
- GETTING-STARTED.md
- guide/AI-Automation-Audit-Guide.md
- guide/Score-Interpretation-Guide.md
- templates/workflow-inventory.csv
- templates/opportunity-scorecard.csv
- templates/recommendation-memo.md
- checklists/readiness-and-risk.md
- bonus/AI-Prompt-Pack.md
22 filesguides, templates, examples, checklists
Tool agnosticchoose the workflow before choosing the platform
Risk awarefilters for messy, sensitive, or under-defined work
Self-servebuilt as a practical Markdown and CSV kit
The problem
Automation ideas pile up faster than decisions.
Most teams can name a dozen processes that feel slow, manual, or annoying. The hard part is choosing which one is safe, clear, and valuable enough to improve first.
- Teams jump to tools before understanding the workflow.
- High-risk ideas compete with safer, faster wins.
- Decision-makers get vague AI suggestions instead of a ranked shortlist.
- Consultants lose time recreating discovery worksheets from scratch.
What is included
A practical audit pack for choosing the first automation test.
The kit is Markdown and CSV first, so it can live in a project folder, spreadsheet workflow, Notion space, AI project, or client delivery workspace.
Workflow inventory
A CSV template for listing recurring workflows, owners, tools, pain points, frequency, and handoff friction.
Opportunity scorecard
A ranked scoring sheet with formula examples for pain, frequency, readiness, risk, data quality, and user impact.
Interview notes
Prompts and note structure for capturing what people close to the work actually need fixed.
Readiness filter
A checklist for spotting projects that are too risky, under-defined, or politically messy to automate first.
Recommendation memo
A one-page decision template for the first automation test, backup candidates, and the not-yet list.
Sample audit
Fictional completed examples so buyers can see what a useful shortlist and recommendation look like.
AI prompt pack
Tool-agnostic prompts for summarizing notes, spotting patterns, drafting memos, and checking assumptions.
How it works
Turn vague automation pressure into one clear next move.
The goal is not to automate everything. The goal is to find the first workflow where the pain, frequency, readiness, and risk profile make a small test worth doing.
Get the Audit Kit- List the recurring workflows that consume time or create avoidable friction.
- Interview the people closest to the work before picking a tool.
- Score opportunities by pain, frequency, readiness, risk, and data quality.
- Choose one practical first test, one backup, and a clear not-yet list.
- Write a recommendation memo that a decision-maker can actually review.
FAQ
Practical answers before you buy.
Does this build automations for me?
No. The kit helps you choose and define the best first automation opportunity. Implementation is separate.
Do I need technical skills?
No. The kit is designed for plain-English workflow discovery and prioritization before implementation.
Is it tied to one AI tool?
No. The process is tool-agnostic and works before you choose a specific AI app, automation platform, or consultant.
Can consultants use this with clients?
Yes, for direct client delivery. The license does not allow reselling, redistributing, or publishing the kit as your own product.
Does it guarantee ROI?
No. The scorecard is a decision aid, not a guarantee. Human review is still required, especially for sensitive workflows.
Digital product
Audit the workflows before spending money on automation.
The first version is a self-serve Markdown and CSV kit designed for prioritization, not hype or guaranteed outcomes.
Get the Audit Kit