1
Choose a workflow
Pick the admin process causing the most interruption or repeated chasing.
Free async mini-diagnosis
Find one admin workflow worth fixing
Send one repeated admin problem and get written observations on where the process is slowing down, what can be simplified, and whether a paid audit is worth doing.
No calls
Questionnaire, screenshots or a short screen recording, then written findings.
Free first step
Use the mini-diagnosis to decide if the workflow is worth reviewing properly.
Low risk
No paid audit is suggested unless the workflow has a practical case.
Audit preview
Workflow
Current
Client requestEmail
Reminder chaseManual
Status trackingSheet
Bottlenecks
Impact
Duplicate chasing
Unclear owner
Late documents
Recommended path
Simple first
MapConfirm the real workflow and owners.
StandardiseTemplates, statuses, and handoffs.
AutomateReminders and routine updates.
MonitorTrack usage and exceptions.
Designed for busy teams that want no meetings
The process is deliberately async. One workflow is reviewed from written answers, screenshots, or a recording, then the findings decide whether a paid audit is worth discussing.
2
Send evidence
Answer a short questionnaire and share screenshots or a screen recording.
3
Get written observations
Receive a short view of the likely bottlenecks and practical next step.
4
Decide calmly
Only move to implementation if the business case is clear enough.
Good first workflows
Start where admin repeats every week
The best first projects are not complex AI transformations. They are repeated admin loops where ownership, reminders, status, and templates can remove friction quickly.
Client or patient onboarding
Document collection
Customer or tenant chasing
Candidate or compliance forms
Recurring update requests
Proposal follow-up
Inbox and query triage
Overdue invoice follow-up
Send one workflow, get a practical view of what is worth fixing.
No meeting is needed. No large implementation is recommended until the workflow has been reviewed and the business case is clear.