Document and data automation
Extract, validate, and route information from PDFs, invoices, forms, and unstructured data — with human review only where needed.
AI operations assessment
Find the workflows worth automating with AI.
In about 7 minutes, see which workflows can free up real capacity, reduce bottlenecks, and deliver measurable impact — without the hype.
Free assessment. No signup. Start with what you know.
Start free assessment (7 min)Workflow Assessment3 / 5
Where does work get stuck?
Tell us about the current workflow, systems involved and what typically goes wrong.
E.g. We receive PDFs via email, manually extract data and enter it into multiple systems...
Next
Estimated impact
$420k – $515k
per year
Capacity released
1,075 hrs
per month
Spot the opportunities that actually matter
See capacity freed and realistic ROI ranges
Get a clear recommendation: automate, buy, build, or skip
How it works
From friction to a clear decision
1
Describe the workflow
Share where work gets stuck — volume, time spent, systems, and what goes wrong. You only need what you already know.
2
We score and model it
We evaluate impact, feasibility, data readiness, and risk, then calculate released capacity and cost impact with transparent assumptions.
3
You receive a practical report
A clear verdict, the numbers behind it, recommended approach, and concrete next steps you can share with leadership or your team.
Takes about 7 minutes to complete. Report delivered shortly after.Start the assessment
What you get
A report you can actually use
Every assessment produces an executive-ready package:
Priority scorecard
Clear go/no-go guidance
Capacity release and ROI model
Monthly hours + annualized impact
Recommended path
Automate, procure, build, or pilot
Technical approach
High-level architecture and 90-day plan
Risks and assumptions
Clear de-risking steps
Typical package includes a concise summary plus supporting detail.
Ready within 48–72 hours.
ROI Projection
Annual impact
AI Opportunity Assessment
Executive Summary
Overall recommendation
PILOT, THEN AUTOMATE
High impact with good feasibility. Start with a pilot and automate with human review on exceptions.
$420k – $515k
Estimated annual impact
1,075
Hours / month
72%
Time reduction
Next steps (90 days)
● Pilot with one business unit
● Measure results and iterate
● Scale and automate
Sample outcome
Example: Document intake & reconciliation
A multi-system process handling PDFs, emails, and data entry across disconnected tools.
72%
Handling time reduced
28 min → 7.8 min
1,075
Capacity released
hours per month
$420k – $515k
Estimated annual impact
based on modeled capacity
3.85 / 5.0
Overall feasibility score
transparent scoring
Recommended path
Pilot, then automate with human review on exceptions
Why it works
- Reduces manual data entry across multiple systems
- Handles PDFs, emails, and unstructured data
- Improves accuracy with human validation
- Clear ROI and relatively low implementation risk
Illustrative example based on typical high-friction document workflows.
What we work on
Common areas we help with
Knowledge systems and copilots
Give teams fast, sourced answers from internal documents, tickets, and policies instead of hours of searching.
Agentic workflows
Handle multi-step processes across systems with checks, approvals, and exception routing built in.
Custom AI products
Turn a validated workflow into production software with proper access controls, audit trails, and APIs.
Why this is different
Built for real operations
Honest recommendations
Not every workflow needs AI. We compare automation, existing tools, and custom builds so you do not waste time on the wrong approach.
Privacy by design
The assessment uses public business context and the details you choose to share. No confidential data is required.
Production-ready thinking
Recommendations include validation, monitoring, fallbacks, and human oversight so ideas can move beyond a demo.
Ready to get started
Ready to see which workflows are worth fixing?
Most teams already know where the friction is. The missing piece is a clear view of impact, feasibility, and the smartest next step.
No signup required · About 7 minutes · Uses public information only