AI Audit

Overview

Conducts a systematic audit of business processes to identify where AI can save time, reduce costs, or improve quality. Produces a prioritized roadmap.

Workflow

Step 1: Business Discovery

1. Industry: What sector are you in?
2. Team size: How many people?
3. Key processes: What are the top 10 things your team does repeatedly?
4. Pain points: Where do you waste the most time?
5. Current tools: What software do you already use?
6. Budget: What can you invest in automation?

Step 2: Process Audit

For each process, score on the AI Automation Matrix:

Process	Volume	Repetitive?	Rule-Based?	Data Available?	Human Judgment?	AI Score
[Process]	High/Med/Low	Yes/No	Yes/No	Yes/No	Low/Med/High	/10

Scoring guide:

• High volume + repetitive + rule-based + data available + low judgment = Perfect for AI (8-10)
• Medium indicators = Good candidate with human oversight (5-7)
• Low volume or high judgment = Keep human, AI-assist only (1-4)

Step 3: Categorize Opportunities

Category	AI Application	Examples
Content generation	LLMs create drafts	Emails, posts, reports
Data extraction	AI reads documents	Invoices, contracts, forms
Classification	AI sorts and routes	Tickets, leads, inquiries
Summarization	AI condenses info	Meetings, documents, calls
Scheduling	AI coordinates	Calendar, resources, tasks
Analysis	AI finds patterns	Data trends, anomalies
Communication	Chatbots handle inquiries	FAQ, qualification, support

Step 4: Prioritize & Roadmap

Use the Impact-Effort Matrix:

HIGH IMPACT
    │
    │  Quick Wins  │  Strategic
    │  (DO FIRST)  │  (PLAN FOR)
    │──────────────┼──────────────
    │  Fill-ins    │  Money Pits
    │  (MAYBE)     │  (AVOID)
    │
    └──────────────────────────── HIGH EFFORT

Output Format

# AI Automation Audit: [Company Name]

## Executive Summary
- **Processes audited**: [X]
- **AI opportunities identified**: [X]
- **Estimated time savings**: [X hours/month]
- **Estimated cost savings**: $[X]/month
- **Recommended first project**: [name]

## Process Audit Results

### High Priority (Score 8-10)
| Process | Current Time | AI Solution | Savings | Effort |
|---------|-------------|-------------|---------|--------|
| [Process] | [X hrs/mo] | [AI approach] | [X hrs/mo] | Low/Med |

### Medium Priority (Score 5-7)
[Same table]

### Low Priority / Keep Human (Score 1-4)
[Same table with reasoning]

## Recommended Roadmap

### Phase 1: Quick Wins (Month 1-2)
1. **[Project]**: [description, expected impact]
2. **[Project]**: [description, expected impact]

### Phase 2: Core Automation (Month 3-4)
1. **[Project]**: [description, expected impact]

### Phase 3: Advanced AI (Month 5-6)
1. **[Project]**: [description, expected impact]

## Investment Summary
| Phase | Cost | Monthly Savings | Payback |
|-------|------|----------------|---------|
| Phase 1 | $X | $X | X months |
| Phase 2 | $X | $X | X months |
| Phase 3 | $X | $X | X months |
| **Total** | **$X** | **$X** | **X months** |

## Technology Stack Recommendation
[Tools and platforms for implementation]

## Next Steps
1. [Immediate action]
2. [Short-term action]
3. [Medium-term action]

Quality Checklist

• Every major process evaluated
• Scoring is objective and consistent
• Quick wins identified for early momentum
• ROI estimated for each opportunity
• Phased roadmap is realistic
• Technology recommendations included
• Next steps are clear