Discover
- We
- Agree goals, teams and systems in scope
- You
- Join a kickoff call and share your biggest pain points
- You get
- A shared scope and success measures
AI workflow audit
Find the workflows worth giving to an agent.
A structured audit that maps how work really moves through your team and systems, scores each workflow for value and feasibility, and hands you a ranked plan.
See how workflows are scoredAI workflow audit
Start by seeing where the work actually gets stuck.
An AI workflow audit is the step before building. We map the workflows your team runs today, find the handoffs, delays and rework, and measure what each one costs in time.
Then we score every workflow for value, feasibility, data readiness and risk. The outcome is an automation roadmap: the workflows to hand to an AI agent first, the ones that need preparation, and the ones that should stay with people.
A typical request, before an agent
- Request arrives by emailSits in a shared inbox
- Details retyped into a sheetRetyped by hand
- Checked in another systemWaiting on a person
- Approval chased by messageWaiting on a person
- Record updated manuallyRisk of errors
Opportunity scorecard
Every workflow lands on the map. The best starting points stand out.
Select a bubble to see how it was rated. These are example workflows. Yours will be scored from your own volumes, systems and data.
Prepare first
Start here
Not yet
Nice to have
Feasibility, from harder to easier
Value, from lower to higher
How the audit runs
Five steps from a long list of ideas to a short list you can act on.
Map
- We
- Walk through each workflow with the people who run it
- You
- Give process owners' time and a few example cases
- You get
- A map of handoffs, delays and rework
Measure
- We
- Size volume, time per item, error rates and system access
- You
- Share reports or samples from your systems
- You get
- Baseline numbers for every workflow
Score
- We
- Rate each workflow on value, feasibility, data readiness and risk
- You
- Review the scores and challenge our assumptions
- You get
- A ranked opportunity scorecard
Roadmap
- We
- Plan the first pilot, with the limits and approvals it needs
- You
- Decide priorities and the order of work
- You get
- A pilot plan and a sequenced roadmap
What you receive
A pack your team can act on the next day.
Hover, tap or tab to lift a document out of the pack.
Workflow map
Each workflow drawn step by step, with owners, handoffs, delays and rework marked.
Opportunity scorecard
Every workflow rated and placed on a value and feasibility map, in ranked order.
Readiness check
What your data, documents and systems can support today, and what needs tidying first.
Risk and approvals
The limits, approvals and guardrails each workflow needs, in line with Agent Governance.
Pilot plan and roadmap
The first agent scoped end to end, plus the order of the workflows that follow.
Size a workflow
How much time is tied up in one repetitive workflow?
A rough way to size a workflow before the audit measures it properly. It is an estimate for planning, not a promise of results.
0hours a week now spent on this
Could move to an agent: 0 hrs a week, about 0 hrs a year
Stays with your team: 0 hrs a week
Ready to start
Bring a short list. We'll help you find the right first workflow.
You do not need a finished brief. Tick what you already have for the first call.
Nothing here is required. We can help with any of it.
Questions
Answers before you ask.
What is an AI workflow audit?
An AI workflow audit is a structured review of how work moves through your team and systems. We map the workflows, measure volume and effort, score each one for value, feasibility and risk, and give you a ranked plan that shows which workflows to hand to an AI agent first and which to leave with people.
Who should do an AI workflow audit, and when?
It suits teams that know their work is slow or repetitive but are unsure where an AI agent would help most, or that have a long list of ideas and need to choose one. It is best done before building anything, because it stops you automating the wrong workflow first.
What do you need from our team?
We need time with the people who run each workflow, a few example cases or documents, and a view of the systems involved, such as your CRM, ERP and helpdesk. Sample documents can be anonymised where needed. One person who can make decisions on priorities helps keep the audit moving.
How do you score and rank workflows?
Each workflow is rated on value, feasibility, data readiness and risk. Value reflects volume, time spent and cost of delay. Feasibility reflects how clear the rules are and whether your systems can be reached. The scores place each workflow on a map, so the best starting points are easy to see.
What do we receive at the end of the audit?
You receive a workflow map showing handoffs and delays, an opportunity scorecard, a readiness check on your data and systems, notes on risks and the approvals each workflow needs, and a pilot plan with a sequenced roadmap.
How long does an AI workflow audit take, and what does it cost?
Timing and cost depend on how many workflows and teams are in scope and how many systems are involved. A focused audit of a few workflows is quicker than one that spans several departments. After a short call we give you a scoped proposal with a realistic range.
Do we have to build agents with RethinkingWeb after the audit?
No. The roadmap is written so that your own team or another partner could act on it. If you want us to build the first agent, we can scope it directly from the audit findings.
What if no workflow is a good fit for an AI agent?
We will tell you. The audit may find that data, process or system issues should be fixed first, or that a simpler automation does the job. A clear answer of not yet is still a useful result, because it saves you from building something that would not work.