A fixed-price $2,000, 1-week workflow audit for small businesses that need to decide what to automate before buying tools, hiring developers, or building the wrong AI workflow.
Book a Workflow AuditSomnio runs AI automation discovery for small businesses with manual data entry, intake routing, spreadsheet reconciliation, recurring reports, PDF or email extraction, CRM updates, and disconnected API handoffs. The Workflow Audit follows one focused process from trigger to outcome before recommending software, AI, or integration work.
This is not a generic strategy deck. For $2,000, Somnio documents the current workflow, identifies the source of truth, flags risky handoffs and exceptions, ranks the top 3 automation opportunities, estimates ROI, and recommends the smallest reliable next step in 1 week.
It is the right first step when a team knows work is slow or error-prone but cannot yet name the best workflow to automate, or is not ready to implement. If the team proceeds with an AI Opportunity & Implementation Sprint within 30 days, the audit fee is credited toward that sprint.
Service scoping
Somnio starts by clarifying the business workflow, users, systems, data, launch deadline, and ownership expectations behind the service request. That keeps the proposal focused on outcomes instead of generic development hours.
A typical scope defines deliverables, assumptions, exclusions, weekly demo cadence, QA expectations, deployment responsibilities, and handoff notes before development begins. This gives clients a clearer path to fixed pricing and reduces surprises after launch.
A plain-language map of the current process, including triggers, users, systems, data sources, manual steps, decisions, exceptions, and outputs.
A review of the tools, spreadsheets, CRMs, forms, documents, APIs, inboxes, and databases involved so the automation plan starts from the real operating environment.
A focused list of repeated manual effort, rekeying, approval delays, data-quality gaps, security considerations, and handoffs that create operational drag.
A practical recommendation for where AI belongs, where deterministic rules are safer, and where human review should remain because confidence, privacy, or business risk matters.
The top 3 opportunities ranked by value, complexity, risk, implementation path, and whether the next step should be a process fix, small integration, internal tool, or AI implementation sprint.
A 60-minute walkthrough of findings, tradeoffs, expected savings, first implementation recommendation, and the information needed to quote a follow-on sprint.
Package comparison
Compare the focused audit with the follow-on implementation options. Start with the smallest engagement that can answer your decision without over-scoping the work.
| Package | Best for | Typical timeline | Starting scope | Key deliverables |
|---|---|---|---|---|
| AI Automation Discovery / Workflow Audit | Small-business operators who know a workflow is slow, manual, or error-prone but need to decide what should be automated first. | 1 week for a focused one-team workflow. | $2,000 fixed for a focused workflow audit. | Workflow map, systems and data inventory, bottleneck and risk findings, top 3 automation opportunities, ROI estimate, roadmap, and 60-minute debrief. |
| AI Opportunity & Implementation Sprint | Teams with up to three likely opportunities that want to select and implement one workflow using process changes, software, integrations, deterministic automation, and practical AI where useful. | About 30 days for one focused workflow. | $5,000 fixed to assess up to three candidates and implement one qualifying workflow. | Stakeholder interviews, workflow and data map, ROI, feasibility, and risk scorecard, one qualifying workflow implemented, deployment, documentation, training, source-code ownership, and 30-day support. |
| Larger AI Transformation Scope | Businesses with multiple workflows, cross-team dependencies, deeper software integration needs, or several phases of operational change. | Usually 60-90 days or phased after the initial audit. | Starting at $10,000 when multiple workflows, integrations, or teams are involved. | Multi-workflow roadmap, implementation phases, internal tooling, integrations, documentation, training, and handoff planning. |
A food delivery CRM project automated email-and-spreadsheet order processing, saving an estimated 960-1,920+ hours of manual data entry annually.
The same CRM project gave staff one source of truth for orders, customer history, status changes, notifications, and reporting instead of repeated email and spreadsheet updates.
The audit separates process changes, deterministic rules, integrations, custom software, and AI so the team does not pay to automate the wrong thing.
If the audit leads to implementation, Somnio scopes maintainable Laravel, Vue.js, API, and AI systems with deployment, documentation, training, and source-code handoff.
Choose the workflow to audit, define the business goal, identify the people involved, list current systems, and confirm what success should look like.
Document how work moves today, where data enters, where decisions happen, which systems hold truth, and which manual steps create delay or errors.
Rank the top 3 automation candidates by time saved, cost impact, data quality, implementation complexity, risk, AI fit, and operational readiness.
Deliver the findings, walk through the top 3 opportunities, estimate ROI, and recommend the smallest reliable next step: a process fix, integration, internal tool, or implementation sprint.
Frequently asked questions
Clear answers for teams comparing workflow audits, automation discovery, and implementation planning before committing to a software build.
An AI automation discovery audit maps a business workflow, identifies repeated manual work, reviews the systems and data involved, ranks automation opportunities, and recommends where AI, integrations, process changes, or custom software should be used.
It is for small businesses and operators dealing with manual data entry, intake routing, recurring reports, spreadsheet reconciliation, document processing, CRM updates, approval handoffs, or disconnected systems where the best automation path is not obvious yet. It is designed around one focused workflow and one decision owner.
A focused Somnio Workflow Audit is delivered in 1 week when one workflow, one decision owner, and the key systems are clear. Larger cross-team workflows, regulated data, or deeper architecture requirements may need a separate discovery scope.
The fixed-price 1-week Workflow Audit is $2,000. If you proceed with a $5,000 AI Opportunity & Implementation Sprint within 30 days, the audit fee is credited toward the sprint.
Deliverables include a current-state workflow map, systems and data inventory, bottleneck and risk findings, top 3 automation opportunities, ROI estimate, recommended next step, and a 60-minute debrief to review tradeoffs.
No. The audit may recommend a process change, a direct API integration, a better form, a deterministic rule, an internal tool, or AI with human review. The goal is the smallest reliable fix, not AI for its own sake.
After the audit, Somnio can apply the $2,000 audit fee toward an AI Opportunity & Implementation Sprint started within 30 days if a workflow is ready. The sprint assesses up to three candidates and implements one qualifying workflow. The audit may also show that the team should clean up data, simplify approvals, or change the process before any software build.
That is a useful audit outcome. Somnio will document why the workflow is not ready and recommend the smallest practical next step, such as cleaning up source data, clarifying ownership, simplifying approvals, standardizing an intake form, or using a direct integration before considering AI or custom software.
Prepare the workflow you want reviewed, who performs each step, the systems involved, examples of input and output data, known exceptions, rough time spent per week, and what improvement would make the audit valuable.
Related resources
Use these resources to compare the audit with the next implementation step, estimate the cost of manual work, and review published workflow automation evidence.
A checklist for finding manual data-entry bottlenecks before committing to AI automation.
Read moreCompare Somnio workflow audits, implementation sprints, and larger AI transformation scopes.
Read moreEstimate the weekly cost of manual tasks before deciding whether automation is worth scoping.
Read moreSee how a food delivery company replaced manual email and spreadsheet order processing and saved an estimated 960-1,920+ hours annually.
Read moreUnderstand why a focused audit is usually the fastest way to identify business automation opportunities.
Read moreReview fixed-price entry points for discovery, implementation, MVP, and custom software work.
Read moreShare the workflow, spreadsheet, document handoff, CRM update, report, or manual data-entry process you want reviewed. Somnio will confirm whether a 1-week AI automation discovery audit is the right next step.
Book a Workflow Audit