Automation Check · Workflows · AI Agents
Streamline processes without making AI an end in itself.
The automation check shows which processes can be improved through clear workflows, integrations, or AI components and where automation is economically viable.
Email, Ticket, Form
Evaluate, review, supplement
CRM, ERP, Team
When is it a good idea?
When operational work repeatedly gets stuck in the same places.
Many processes aren't bad, but have evolved: emails, spreadsheets, manual checks, follow-ups, and missed handoffs. The check makes visible which parts can be standardized, automated, or supported by AI.
It's not about integrating AI everywhere. Often, the best solution is clean integration or a robust workflow.
Manual handoffs are slowing things down
Information is copied, checked, forwarded, or entered multiple times.
Follow-up questions cost time
Teams are looking for status, context, or documents instead of directly working on the process.
AI agents will be discussed
But it is still unclear which tasks should really be automated.
Decision
Automation is not the same as AI.
The check distinguishes between rule-based workflows, system integration, RPA-like automation, AI-supported assessment, and agent logic.
When processes are clearly described and decisions are unambiguous.
If language, documents, evaluation, or summaries are needed.
When multiple steps are prepared, checked, and handed over to people.
Process
From bottleneck to actionable automation logic.
Record process
Visualize steps, systems, roles, handovers, and recurring tasks.
Evaluate potential
Check usefulness, frequency, effort, susceptibility to errors, and technical feasibility.
Choose solution
Define workflow, integration, AI component, or custom application.
Plan the flight
Prepare a focused initial implementation with clear success criteria.
Next step
Let's find out where automation truly makes an impact.
During the initial consultation, we'll discuss the process, scope, data sources, and potential quick wins.