Audit any business for AI automation opportunities
A complete consulting toolkit to identify, prioritize, and implement AI automation in any business. 40+ audit prompts organized by function plus a 12-week phased rollout checklist.
AI consultants, automation specialists, and business analysts who want a repeatable framework for client engagements.
Walk into any client meeting with a structured audit process. Use the toolkit to generate proposals, scope projects, and deliver phased implementations.
From the toolkit — Prompt 1: Email Triage Analysis
Analyze my email workflow and identify automation opportunities: My daily email volume: [X] emails/day Time spent on email: [X] hours/day Main categories: [client inquiries, internal, newsletters, spam] Biggest pain points: [describe] What 3 automations would save me the most time?
From the checklist — Phase 1: Quick Wins (Weeks 1-2)
EMAIL AUTOMATION ☐ Run email triage prompt (Prompt 1) ☐ Identify top 3 email categories consuming most time ☐ Set up email filters/rules in Gmail/Outlook ☐ Create 5 templated responses (Prompt 3) ☐ Test AI email assistant (ChatGPT/Claude for drafting) BASIC NOTIFICATIONS ☐ Audit calendar for meeting consolidation opportunities ☐ Set up calendar blocking for deep work ☐ Create recurring task reminders in project management tool
This is 2 of 40+ prompts and 1 of 12 weeks of checklists. The full toolkit covers email, CRM, leads, reporting, content, and operations.