What the audit covers
A focused review of one repeated process
- What starts the process and how often it happens
- Where time, leads, or information are being lost
- The people and systems involved
- The highest-value first automation candidate
- Decisions that should remain human
- Required data, tools, permissions, and integrations
- Major risks, edge cases, or compliance considerations
- A recommended next step and rough implementation approach
A practical recommendation, not a sales pitch for a tool
AutomateSTL will review the information you provide and reply with the strongest realistic starting point. If the process is not ready, happens too rarely, or should remain manual, we will say so.
The free audit is not free implementation, a complete technical specification, legal or compliance advice, or a guarantee that automation is appropriate.
Describe the repeated work, the current tools, and the result you want. The more specific the process, the more useful the recommendation.
After you submit
What happens after you submit
01
We review your request
We review the process, frequency, systems, and desired result.
02
We identify the starting point
We identify the strongest first automation—or explain why another step should come first.
03
We outline the approach
If implementation makes sense, we outline the likely approach and schedule a short discovery conversation.
04
Paid work needs a written scope
Any paid work begins only after you receive and approve a written scope, implementation price, expected third-party costs, and estimated schedule.