What's included

• Automation Audit Report

  Detailed report analyzing up to five recurring workflows across your current tools (email, project management, CRM, etc.). Identifies time drains, duplication, and automation opportunities with projected savings. Includes prioritized task list and one feedback round to clarify scope.

• System Blueprint

  Visual flowchart and written overview showing how apps, triggers, and actions connect across your stack (e.g., Notion, Airtable, Zapier, Google Sheets). Includes mapping of data handoffs, error contingencies, and optimization notes. Delivered as editable diagram and reference document.

• Implementation Plan

  Clear, step-by-step setup checklist with tool recommendations and testing procedure. Outlines exact fields, authentication points, and quality assurance steps. Includes one working automation built and verified, plus documentation for scaling or replication.