Start here
Find the hours your week keeps losing
We come to your business and sit with the people who do the work. Then we put it in writing: which tasks to hand to AI first, which to leave alone, and what each one would take.
At a glance
AI Workflow Audit
- Starting at
- $500 one time
- Typical timeline
- One visit, then your written plan within about a week
- Works with
- Google WorkspaceMicrosoft 365QuickBooksExcelClaude +3 more
At your office, with a written plan you keep
What it is
In plain English
A lot of owners already believe AI could help. What they don’t know is where to start, and nobody wants to pay for a build that fixes the wrong problem.
The audit sorts that out. We come to your place and spend a couple of hours with the people who do the work. We watch how a phone call turns into a quote, how a finished job turns into an invoice, and where things pile up: the voicemails that stack up while you’re on a roof, the quote that waits three days because only one person knows the prices, the invoice that goes out a month after the job.
Then we write it down. You get a short plan in plain English that lists each task, how much time it eats, what AI could do with it, what it would cost and how long it would take. The easy, low-risk wins go first.
What we won’t do. We won’t tell you to replace software that’s working. We won’t push AI into places it doesn’t belong, like setting a bid price or sending a customer something nobody checked. And if the best answer is “you don’t need us for this, here’s the setting to turn on,” we’ll tell you that too.
Not sure you’re ready for an audit? Take the AI readiness quiz first. It takes a couple of minutes and gives you three good first projects to ask us about.
What’s included
What you get
Done at your office with the people who do the work, and handed to you as a written plan you keep.
- An on-site working session at your office, shop or job trailer, with you and the people who do the work
- A walk through your real week: calls, email, quotes, invoices, scheduling and the paperwork nobody likes
- A look at the tools you already pay for (Google or Microsoft, QuickBooks, your phone system) and what they can already do
- A written plan that ranks each task by hours saved, with a rough cost and timeline for each one
- Straight answers on what AI should not touch in your business, and why
- Quick fixes you can make yourself, often a setting in a tool you already pay for
- The audit fee credited toward any build you do with us
How it works
One example, step by step
How a typical audit runs. Nothing is signed up or changed along the way: you get a plan and decide what happens next.
Example workflow
AI Workflow Audit, start to finish
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Step 1
Visit
We come to you and sit with the people who answer the phone, write the quotes and chase the invoices.
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Step 2
Map
We list every task that repeats: who does it, how often, and how long it really takes.
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Step 3
Rank
Each task is weighed on hours saved, risk and cost, so the easy, safe wins rise to the top.
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Step 4
Plan
We write it up in plain English and go over it with you, in person or by phone, until every question is answered.
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Result
Decide
Build it with us, do it yourself, or put it on the shelf. The plan is yours either way.
Tools, timing & price
What it takes to get your plan
Tools we use
- Google Workspace
- Microsoft 365
- QuickBooks
- Excel
- Claude
- ChatGPT
- Gemini
- Microsoft Copilot
We look at the tools you already pay for. Nothing gets signed up or changed during the audit. We’re not a reseller or partner of any of these companies.
Typical timeline
One visit, then your written plan within about a week.
Counted from the on-site visit. The plan is written for your business, not pulled from a template.
Starting at
$500 one time
AI Workflow Audit
Credited toward any build.
- You pay software vendors directly, at their price, with no markup
- You own every account and file
- No long-term contract
See it work
Find your best first project
Eight quick questions, a score out of 100 and your three best first projects.
01 Your business
What kind of business do you run?
Pick the closest one.
Your answers stay in this browser. Nothing is sent anywhere.
02 Your tools
Where do your email and calendar live?
This tells us what we’d build on. There’s no wrong answer.
03 Your week
What eats the most hours in your week?
Pick the one you’d hand off first.
04 Your phones
In a normal week, how many calls go to voicemail?
Think job sites, the lunch rush, after 5 PM and weekends.
05 Your paperwork
How much paperwork crosses your desk?
Invoices, receipts, forms, permits, contracts, reports.
06 Your team
How comfortable is your team with new tech?
We set things up so nobody has to be a computer person.
07 Your data
How sensitive is the information you handle?
This changes which tools we’d use, not whether AI can help.
08 Who runs it
Who would look after this day to day?
Someone checks the drafts and says yes or no. It doesn’t need to be a tech person.
Your results
Working out your results…
Thinking it through
These are sample answers for , a made-up masonry contractor.
0/100
AI readiness score
A starting point, not a grade. It blends how much time AI could give back with how ready your tools and team are.
Your top 3 first projects
- 1 Start here AI Receptionist Answers calls and texts when you can’t, asks your questions, books the job and texts you a summary.
- 1 Start here Estimating & Takeoff Automation AI measures quantities from your PDF drawings and you review every number before it goes out.
- 1 Start here Bid Finding & Tracking A ranked list of public bids and GC invites that fit your trades, every morning.
- 1 Start here Supplier & Sub Pricing Requests Pricing requests drafted for your whole supplier and sub list, then tracked until quotes are in.
- 1 Start here Proposals, SOVs & Submittals Proposals, schedules of values and submittals drafted from your estimate and the specs.
- 1 Start here Compliance Paperwork COIs, prequals and vendor forms filled out from your saved company info.
- 1 Start here Email & Inbox Automation Your inbox sorted every morning into leads, customers, bills and junk, with replies drafted for you.
- 1 Start here Bookkeeping & Invoicing Automation Receipts logged from photos, invoices drafted from job notes, clean records for your accountant.
- 1 Start here Document Automation Quotes, proposals, contracts and reports drafted from your notes on your own templates.
- 1 Start here Scheduling & Calendar Automation Customers book, confirm and reschedule by text or email, and your calendar stays right.
- 1 Start here Lead Follow-Up Automation Every lead gets a fast first reply and polite follow-ups, so quotes don’t go cold.
- 1 Start here Google Business Profile & Reviews Your Google listing kept current, honest review requests and reply drafts you approve.
- 1 Start here AI Setup & Team Training Claude, ChatGPT, Gemini or Copilot set up with your company info, then hands-on training.
- 1 Start here AI Workflow Audit We watch how your week really runs and write a plan: what to automate first, cost and timeline.
- 1 Start here Monthly Care Plan Support by call or text, fixes, tweaks and a quarterly check-in, so it keeps working.
Want a second opinion on these three?
Free intro visit or call, 30 minutes, $0. We look at how your week really goes and tell you honestly which one to do first.
Want these by email? Take the full quiz on the AI readiness quiz page.
Your answers stay in this browser. Nothing is sent unless you ask us to email your results.
Talk through your results, freeQuestions
Straight answers
Have a different one? Call or text (518) 704-3125.
More questions and answersDo I have to buy a build after the audit?
No. The plan is yours to keep. You can build with us, do the first step yourself, or put it on the shelf for later. If you do build with us, the audit fee comes off the price.
What should I have ready for the visit?
Nothing fancy. If you can, have the person who answers the phone and the person who does the billing nearby, and be ready to show us your inbox, a recent quote and how invoices go out. We take the notes.
Is this the same as the free intro visit?
No. The free visit is a short conversation where we point out two or three likely wins. The audit goes deeper: we watch the real work, look at your tools and accounts, and write a plan with costs and timelines you can act on.
Keep exploring
Where this fits in
Industries that use it
Real work: we run this at our own company
- Case study Owner's live dashboard One page that updates itself: open bids, active jobs, who is waiting on a call back and what needs doing today. Read how it works
- Case study Paperwork on autopilot Certificates of insurance, vendor forms, registrations and prequal packets filled from one saved company file, then checked by a person. Read how it works
Also in Start here
Want to see everything? All services · All demos · Real work · Text us a question
Free intro visit
Let’s find the hours you’re losing.
Tell us where to call. We’ll set up a free 30‑minute visit at your office — or a quick call if that’s easier.
We come to you anywhere in the Capital Region. Our office at 401 New Karner Road, Albany is open by appointment only. Mówimy po polsku.
Get a call back
Two fields. A real person calls back, usually the same business day.
Got it — we’ll call you soon.
Need us sooner? Call or text (518) 704-3125.
Prefer to tell us more? Use the full request form.