Automation Discovery
Fixed-price discovery sprint that maps your operations, identifies the biggest time drains, and delivers one working automation. Typically saves 10-15 hours per week from day one.
Automation Discovery: See What's Possible in Four Weeks
Most professional services firms already know automation could help. The problem is working out where to start without wasting months on a transformation programme that never ships.
Our Automation Discovery is a fixed-scope, four-week engagement designed to identify your highest-value automation opportunity and prove it works.
Week 1-2: Process mapping and opportunity identification
We shadow your operations team and interview department heads to understand where time disappears. Specifically, we map:
- Manual data entry between systems (CRM to finance, project management to billing)
- Repetitive document generation (engagement letters, compliance reports, proposals)
- Client onboarding workflows (forms, KYC/AML checks, system provisioning)
- Reporting bottlenecks (pulling data from multiple tools into spreadsheets)
At the end of week two, we present a prioritised list of automation opportunities ranked by time saved, implementation complexity, and strategic impact. You choose which one to build first.
Week 3-4: Build and deploy one working automation
We build your chosen automation using production-grade tools (typically n8n, Supabase, and your existing stack). This isn't a prototype or demo. It's a working solution that runs in your environment, handles real work, and includes:
- Error handling and notification workflows
- Audit logging for compliance
- Handover documentation and training for your team
- 30 days of post-launch support
What you get at the end:
- One automated workflow saving 10-15 hours per week (on average)
- Process maps showing where else automation could help
- Clear costings for expanding to other departments
- Internal case study to demonstrate ROI to leadership
Who this is for:
Operations directors at 50-100 person firms in creative, legal, or finance sectors who know automation is needed but don't want to commit to a six-month programme before seeing results.
Key Benefits
Fast time to value
Working automation deployed in four weeks, not a report recommending what you could do in six months.
Risk-free entry point
Fixed price, fixed scope, fixed timeline. See results before committing to departmental or enterprise automation.
Sector-specific expertise
We've mapped operations at creative agencies, law firms, and finance practices. We know the tools you use and the workflows that eat your time.
Production-ready delivery
What we build stays working. Proper error handling, documentation, and handover so your team can maintain it.
Clear path to expansion
Discovery includes costings and roadmap for scaling successful automations across other departments.
See Where You're Losing Time
We'll review your current processes and show you where automation could save your team the most time. No pitch, no pressure.