Automation Audit
Automation Audit for Swedish SMBs
A fixed-scope review of where automation will actually pay back: processes, systems, data quality, risks, ROI, and a practical roadmap.
Target customer
SMB operators, founders, sales, support, finance, and operations teams that know manual work is slowing them down but need a clear first automation decision.
Pricing indication
From 9,500 SEK ex VAT
Exact pricing depends on integrations, data quality, risk, scope, and ownership requirements.
Pain points
- Manual copy-paste between systems
- Leads, orders, or cases waiting in inboxes
- Reporting built by hand every week
- Unclear ROI from previous AI pilots
Workflows Max can build
- Lead intake and triage
- CRM cleanup and enrichment
- Recurring management reports
- Support/admin routing
- Quote and proposal handoffs
Deliverables
- Current-state workflow map
- Systems and data-quality inventory
- Risk and human-approval notes
- ROI-ranked automation backlog
- Recommended first sprint or pilot scope
Process
- 30-min workflow review
- Process and system walkthrough
- Opportunity and risk scoring
- Roadmap handover session
FAQ
What is an Automation Audit?+
A focused mapping engagement where Max reviews your processes, systems, data quality, risks, and automation opportunities, then returns a prioritized roadmap with ROI and build recommendations.
How long does it take?+
Most audits take 1-2 weeks. A single workflow sprint often takes 2-4 weeks. Agent pilots are usually 3-6 weeks depending on data access and risk.
Do we own the workflows?+
Yes. Workflows, documentation, and runbooks are handed over in your accounts or infrastructure unless you explicitly choose a managed retainer.
n8n vs Make vs Zapier?+
n8n is best when ownership, self-hosting, and control matter. Make is strong for fast cloud workflows. Zapier is useful for simple automations but often becomes limiting or expensive at scale.
How is GDPR and security handled?+
The audit identifies personal data, processors, access patterns, retention, and model-provider choices before build. Sensitive flows get least-privilege access and human approval where needed.
When should we not use an AI agent?+
Do not use an agent when deterministic rules are enough, the data is too poor to evaluate, the action is high risk without approval, or nobody can own the process after launch.
What happens after the audit?+
You can build internally, ask Max to run a sprint or pilot, or move into a retainer for monitoring, improvements, and support.