Business automation audit

We analyze your manual operations and identify the best place to start.

How the service works and what is included

We lock in the scope, boundaries, and verifiable deliverables before starting.

Before choosing a new system

An audit is useful when you see repetitive work but are not sure what can be changed or which tool fits best. It maps out the workflow and separates genuine automation tasks from organizational bottlenecks or missing data.

Action plan for next steps

You get a breakdown of the agreed processes and concrete automation proposals. For each direction, we outline the expected change, prerequisites, and constraints. Where system capabilities still need technical verification, we flag that check as a distinct next step.

What we examine

We agree on the process scope and audit depth before starting. Current actions: we map who performs each step and in what order, spotting duplicated effort or lost data. Systems and data: we review your tools, how information moves, and what permissions are needed for future integrations. Priorities: we select the best starting segment and define the conditions for implementation and testing.

What is not included in the audit

The audit itself does not build integrations, migrate data, or replace live workflows. Implementation is quoted separately. Exact time or cost savings can only be calculated when baseline measurements exist and results are verified.

Workflow and preparation

Execution stages and what is needed to get started.

How the audit works

You describe the problem and your day-to-day workflow. We review the agreed materials, ask questions about your data and systems, and identify viable automation scenarios. We deliver the findings and plan, and you decide which segment to implement next and at what scale.

Materials for evaluation

Prepare a list of repetitive tasks, the systems involved, and an anonymized sample. It helps to know how often the task runs and what errors actually occur, if you track that data. Do not include personal data or confidential secrets in your examples.

Catalog pricing

Automation audit: of business processes

Price pulled directly from Israsky billing, VAT included. Exact scope and details are finalized before ordering.

Included

Our products in this service

Proprietary Israsky products operating within this step of the workflow.

Lidin dashboard: period summary and funnel, demo data
Demo data Israsky Product – in progress: inquiries and CRM

Lidin

A system for managing inquiries and leads: tracks each request from initial contact to signed client and sends lead quality signals back to ad platforms. Includes a dedicated edition for law firms.

Discuss Integration
Israsky Product – in progress: inquiries

Chatin

Website chat that answers recurring visitor questions and hands the conversation over to a person when needed. Built for businesses that receive many similar questions and want every inquiry answered promptly.

Chatin Website

Frequently asked questions

Will the audit result in a working automation?

No. The audit delivers a process breakdown and implementation plan. Building the automation is ordered as a separate scope.

Can we audit only our lead handling process?

Yes, if that is your chosen focus. We lock in the boundaries and depth of the review before starting.

Will you calculate our cost savings?

Savings estimates rely on baseline measurements of time and expenses. If those metrics do not exist yet, we first define what needs to be measured.

Do you need access to all of our systems?

To start, a description and a safe anonymized sample are enough. Any need for direct system access is determined during the agreed review.

Discuss ad processes

We respond during business hours, Sunday through Thursday.