Service
Automation audit and recovery
We help find where the business loses time on repeated actions, what broke in the workflow, and which next step is safe.
Where time is usually lost
Most losses are not about “bad AI”. They come from repeated work that nobody measured.
- Copying from email into CRM — one request passes through mail, a sheet and CRM by hand.
- Manual transfer into Google Sheets — data is collected in a table that nobody updates in time.
- Repeated checks — a manager looks at the same thing twice: in email, then CRM, then chat.
- Searching for an email, file or status — “where is this client?”, “who replied last?”, “what stage is this?”
- Manual messages in Telegram or WhatsApp — instead of one route, separate reminders in chats.
- The process lives in one person’s head — when they are away, everything stops.
- Old automation works partly — people are afraid to touch it, so even more manual work grows around it.
The problem is not n8n, CRM or the spreadsheet itself. The business loses money on daily manual work, repeated checks and errors between systems.
After the audit you will know
An audit is not “another consultation”. It is clarity you can decide on without guessing.
- What exactly broke — which step, integration or scenario stopped working reliably.
- Where data is lost — between email, sheets, CRM and messenger.
- Which manual actions can be removed — what repeats every day without real value.
- Which automations actually work — and which only create an illusion of order.
- What is better not to touch now — so you do not break what still holds daily operations.
- What to fix first — one priority, not a list of ten “urgent” items.
- Which next step has the lowest risk — repair, simplification, documentation or pause.
Even if you do not order recovery from us, the audit stays useful: you get a process map, a risk list and a clear plan — you can hand it to another contractor or decide “do not touch for now” without feeling you learned nothing.
This is safer than immediately “rewriting the automation”: first you see what must not be touched, then what gives the biggest effect at the lowest risk.
Typical situations
Business process automation stopped working
Requests, emails or statuses no longer follow the intended route.
Nobody understands how the workflow works
The system exists, but there is no schema, documentation or owner.
Contractor or implementer disappeared
n8n, Make, Zapier or a bot was left without a clear handover.
Data is duplicated by hand
One request is copied between email, Google Sheets, CRM and messengers.
Unclear what to fix first
There is a risk of breaking what still partly works.
What the work can include
Audit
- process map — how a request or task moves;
- manual work points — where people do the same thing every day;
- risks — what can break if you change something;
- short report in plain language;
- 1–3 next steps — not generic advice.
Recovery
only after scope is agreed
- workflow repair;
- simplifying manual steps;
- documentation and handover to the process owner;
- CHECK / STOP control scenarios — when the system stops and passes the case to a person instead of going on blindly.
What we work with
The tool is not the main thing. The main thing is to understand the process, risks and data.
Example from practice
In one internal proof-of-work case we restored a workflow for email requests: email → structured data → check → calculation or CHECK → log → message to the manager.
The main idea: the system does not invent an answer when data is missing. It stops the process and shows a person what to verify.
This is not a template “for everyone” — it is an example of the approach: control and clarity first, then action.
What we do not promise
- we do not automate everything at once;
- we do not make blind changes;
- we do not promise results without an audit;
- we do not replace human decisions where risk is high;
- we do not sell a tool instead of a process.
Useful links
Send your situation for audit
Describe what stopped working or where people spend time manually. Technical details are optional.