Phoenix - Your AI AssistantAudit your workflow and plan the right AI automation build
Delivery in
6 days
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What you get with this Offer
Not sure what to automate first?
This offer is designed for buyers who know a process is slowing them down, but want a clear, low-risk plan before moving into implementation. We start by reviewing one messy workflow in detail, then turn it into a practical automation roadmap that shows what to fix first, what can be automated safely, and what needs to stay manual for now.
With this offer, you’ll receive:
- Current-state review of one business process, including the apps, handoffs and manual steps involved.
- Bottleneck and risk log, showing where delays, duplication or avoidable admin currently appear.
- Light workflow map for the chosen process, written in plain English so the buyer can see what should happen and when.
- Recommended automation plan with the best-fit route using Zapier, Make.com, n8n or a hybrid approach where suitable.
- Prioritised next-step roadmap covering what to build first, what to defer, and what needs buyer-side input before implementation.
- One in-scope revision round on the plan and workflow map.
This offer is designed for buyers who know a process is slowing them down, but want a clear, low-risk plan before moving into implementation. We start by reviewing one messy workflow in detail, then turn it into a practical automation roadmap that shows what to fix first, what can be automated safely, and what needs to stay manual for now.
With this offer, you’ll receive:
- Current-state review of one business process, including the apps, handoffs and manual steps involved.
- Bottleneck and risk log, showing where delays, duplication or avoidable admin currently appear.
- Light workflow map for the chosen process, written in plain English so the buyer can see what should happen and when.
- Recommended automation plan with the best-fit route using Zapier, Make.com, n8n or a hybrid approach where suitable.
- Prioritised next-step roadmap covering what to build first, what to defer, and what needs buyer-side input before implementation.
- One in-scope revision round on the plan and workflow map.
What the Freelancer needs to start the work
• A short description of the current process and what is not working.
• Screenshots, sample exports, or loom/video walkthroughs of the current setup if available.
• The names of the apps involved and who uses them.
• A preferred outcome for the first phase, such as fewer manual steps, quicker lead handling or cleaner reporting.
• Limited-role access only if genuinely required; otherwise screenshots, exports and redacted samples are enough.