AI workflow audit · 100% async

Find the one workflow worth automating.

Before you buy another AI tool, get a senior engineer's view of what will actually save time, what it will cost, and what should stay human.

15 min intake3 days deliveryNo calls required
Decision memoIllustrative
Best first workflowLead intake
87
Hours saved8–12 / wk
Payback4–7 weeks

Automate form enrichment

Draft CRM follow-ups

Keep pricing approval human

Commonly audited

Lead intake & qualificationInbox & support triageDocument processingCRM updates & follow-upRecurring reports

The deliverable

A decision you can defend.
Not an AI shopping list.

The audit turns one messy, repetitive area of your business into a ranked plan with numbers, trade-offs, and an executable next step.

01

Opportunity map

The three workflows most worth automating, ranked by value, effort, and risk.

02

ROI estimate

A plain-English estimate of time saved, running cost, and likely payback period.

03

Build blueprint

Recommended tools, system flow, human checkpoints, and a realistic first milestone.

04

Decision memo

A concise report you can act on, share with a developer, or use to reject a bad idea.

Worked example

From a vague AI idea to a decision with numbers.

Illustrative scenario

This is not presented as client work. Every input below is an explicit assumption so you can judge the reasoning yourself.

The team

A 12-person B2B services company receiving enquiries through its website and a shared inbox.

The current workflow

One coordinator reads each enquiry, researches the company, scores fit, updates the CRM, and drafts a reply.

The stated pain

Good leads wait until the next day while the team spends time processing enquiries that will never convert.

01 · Assumptions

Make the economics falsifiable.

Weekly enquiries
120
Manual time per enquiry
6 min
Current admin load
12 h / week
Loaded hourly cost
€30
Realistic time reduction
70%

120 × 6 min × 70% = 8.4 hours recovered per week

02 · Recommendation

Automate preparation, not judgment.

New enquiryEnrich + classifyHuman approvalCRM + draft
  • Automate: company enrichment, duplicate detection, fit scoring, CRM entry, and a response draft.
  • Keep human: pricing, unusual requests, rejection of borderline leads, and the final send.
  • Measure: median response time, minutes per enquiry, qualified-lead rate, and corrected classifications.
Decision snapshot

A promising pilot — if the volume is real.

Labour value recovered≈ €1,090 / month8.4 h × €30 × 4.33 weeks
Estimated running cost€65–€110 / monthModel, enrichment, and automation usage
Indicative pilot effort5–8 build daysAssuming standard inbox and CRM APIs
DecisionPilot with controlsValidate on 100 historical enquiries first

The real audit replaces every assumption with your numbers, tests integration constraints, documents failure modes, and includes a 30-day implementation plan.

A good fit

You know the work is repetitive. You don't know if AI is the answer.

Built for founder-led and small B2B teams who want one useful win, not a vague “AI transformation”.

This is for you if…

  • Your team repeats the same admin every week
  • Information gets copied between tools
  • You want evidence before funding a build
  • You need a plan a developer can use

Not a fit if…

  • You want a fully autonomous black box
  • You cannot describe the current workflow
  • You need a production system this week
  • You want AI added purely for the label

How it works

Useful answers without another meeting.

  1. 1

    Describe the workflow

    A focused 15-minute intake: people, steps, volume, tools, and pain.

  2. 2

    I analyse the economics

    Value, feasibility, integration effort, failure modes, and human controls.

  3. 3

    Get your decision memo

    Within three business days, delivered as a clear PDF with a build blueprint.

Who is behind this

Vitor Castro

Senior software engineer · AI systems · Invited instructor

I build backend and AI systems for real organisations, including environments where reliability, traceability, and human controls matter more than a flashy demo.

This audit is deliberately independent: no preferred software vendor, no affiliate links, and no incentive to recommend an implementation that does not make economic sense.

Production engineeringBackend, integrations, data, and AI-enabled workflowsRegulated environmentsExperience turning controls into practical system designTechnical teachingInvited instructor at ISEP in Porto, Portugal
View Vitor's LinkedIn

Founding offer

One workflow.
One clear decision.

The introductory price is limited to the first three businesses in exchange for candid feedback.

Fixed price€290
  • One business area audited
  • Three opportunities ranked
  • ROI and payback estimate
  • Technical build blueprint
  • One clarification by email
Message Vitor on LinkedIn
To request a slotSend “AUDIT” plus one sentence about the workflow that is wasting your team's time.
No subscription. No tool affiliate links. No obligation to implement.

Questions

Straight answers.

Is this an implementation?

No. It is the decision layer before an implementation: what to automate, why it is worth doing, and what a sensible build looks like.

Do I need technical knowledge?

No. You describe the work in normal business language. The report translates that into a practical technical plan.

Will you recommend replacing staff?

No. The focus is repetitive work, better hand-offs, and keeping a person in control where judgment or customer trust matters.

Is the worked example a real client?

No. It is an illustrative scenario with explicit assumptions, designed to show the depth and format of the analysis without inventing a testimonial.

Do you need access to our systems?

No. The audit needs a description of the workflow, its volume, and the tools involved. Credentials, customer exports, and source code are not required.

What happens after the audit?

You can implement it internally, hand the blueprint to a developer, or request a separate fixed-price pilot proposal.