Free tool

Find out what your business should automate first

Eight questions about the manual work already happening in your business — finance, support, sales, data entry, documents, messaging, reporting, scheduling. The report that comes out the other end is scored by hours and ranked by priority, not generic advice.

Invoice & finance processing

Entering invoice/receipt data, reconciling transactions, chasing payments.

Customer support & FAQs

Answering the same order-status, policy or how-to questions repeatedly.

Lead follow-up & sales admin

Following up new leads, updating CRM records, chasing next steps.

Recurring reporting

Weekly/monthly reports assembled from several exports or spreadsheets.

Spreadsheet / Excel data entry

A workbook that's core to operations but fragile and manually maintained.

Document & PDF processing

Reading data out of PDFs, scans or photographed documents by hand.

WhatsApp / customer messaging

Bookings, reminders or coordination handled one chat at a time.

Scheduling & calendar coordination

Back-and-forth to book, confirm or reschedule appointments and meetings.

Your report

Mark "Yes" on anything above that applies to you — the report builds as you go.

Where this usually leads

Workflow Automation & Integrations

Visual, drag-and-drop workflow builders with durable execution that connect the tools a business already uses.

RegTech & E-Invoicing Compliance

Regulated-domain delivery — e-invoicing, market surveillance and compliance tooling done by the book.

Document Intelligence & OCR

Reliable extraction of structured data from PDFs, scans and spreadsheets at scale.

WhatsApp & Conversational Automation

Shared team inboxes, broadcast campaigns and automated conversations on the WhatsApp Business stack.

Excel-to-Web Migration & Modernization

Retire fragile spreadsheets for fast, multi-user web apps — with proof the numbers still match exactly.

LLM Pipelines & AI Data Extraction

Multi-stage extraction pipelines that turn unstructured documents into clean, structured, queryable data.

Questions

Is this generated by AI?

No — the scoring is a fixed set of rules we use in real engagements, not an LLM guessing at your situation. Same inputs always produce the same report, and every recommendation maps to something we've actually built before.

What happens to my answers?

The report renders immediately in your browser — nothing is sent anywhere unless you choose to email yourself a copy. If you do, we store the submission to follow up, and never share it externally.

What's the difference between this and the paid Automation Assessment?

This free audit is self-serve pattern-matching against your answers. The paid Automation Assessment is us actually reviewing your systems, data and workflows and delivering a concrete implementation roadmap — see /services/automation-assessment.

Want us to actually build this?

Tell us what you found and we'll come back with an honest point of view on approach, scope and fit.

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