How to prepare for a 30-minute automation audit.
Bring useful context and leave with a practical next step, even without a detailed project brief.
Start with a real situation
A short audit works best with an observable task. An enquiry arrives by email, someone copies it into a spreadsheet and another person prepares a response. Describe the start and end of this process. If you have several candidates, list the three most frequent tasks and use the call to choose one.
Bring five useful details
Prepare the tools involved, the people responsible, approximate weekly volume, time spent and common exceptions. Label estimates as estimates. Explain who uses the output and what happens when work is delayed. These details help distinguish a recurring operating problem from an occasional inconvenience.
Describe constraints before solutions
You may need to retain a particular tool, work across languages or approve every customer response. Say so early: these constraints affect feasibility. Passwords, customer files and confidential documents are unnecessary for the initial discussion. An anonymised example and a description of the process are a better starting point.
Set a realistic outcome
Thirty minutes can help identify a priority, a possible approach and checks to perform next. It cannot replace a comprehensive technical assessment. API access, actual data quality and provider behaviour may need further testing. Sometimes the useful conclusion is to simplify the process before attempting automation.
Choose a limited next test
Ask what small test could validate the idea: a connection, a document sample or a draft workflow with human approval. Seyweb’s 30-minute session costs €99. Any implementation is scoped and quoted separately. The audit page explains the offer and current booking arrangements.