Consulting

Automation consulting

Not sure which of your team's repetitive work is actually worth automating? We map your processes, recommend where automation pays off, and build the first tool for you — so you invest in the right work, not the loud work.

The engagement

From discovery to delivery

A consulting engagement that ends with a working tool, not just a deck. Four steps, no engineering team required on your side.

Step 1

Discovery

We review how the work actually flows today — the tools, the hand-offs, the bottlenecks and the exceptions — and rank the tasks where automation would save the most time.

Step 2

Recommendations

You get a written recommendation: which tasks to automate first, which to leave manual, the approach for each, and an honest read on where AI helps versus where rules are better and cheaper.

Step 3

Scope and quote

For each priority task we define the inputs, outputs, limits and success criteria, then quote a fixed build price. You decide what to build — there is no obligation to proceed.

Step 4

Build and deliver

When you approve a build, we build and test it against your real samples and hand it over as a private tool in your dashboard — with run history and usage metering from day one.

What you get

What a consult includes

Tangible deliverables you keep, whether or not you commission a build.

Process audit

A mapped view of the repetitive tasks in your team, with the time each one takes and where the failure points are today.

Automation roadmap

A prioritised list of automations worth building, sequenced by impact and effort, so you know what to do first and what to leave alone.

Cost and ROI framing

For each candidate we estimate the hours saved per month and the build cost, so you can see the payback before committing to anything.

Build vs buy guidance

A plain-English call on whether a task is better served by an off-the-shelf tool, a custom build, or staying manual — based on your real constraints, not a platform's pitch.

Scope and fees

Typical engagement scope

Three levels, from a single focused session to a full multi-function engagement. Fees are credited toward your first build where noted.

Quick consult

1 session

A single 60-minute call focused on one task or process. You leave with a recommendation on whether to automate it, the likely approach, and a rough build estimate.

Included with any build

Process audit

1 week

We review your team's repetitive work across one function (e.g. finance, ops, sales admin) and deliver a prioritised automation roadmap with ROI framing for the top candidates.

Flat fee, credited toward your first build

Full engagement

2–4 weeks

End-to-end consulting across multiple functions: discovery, roadmap, scoped builds and delivery of the first one to three automations as live tools in your dashboard.

Quoted per engagement

Prices reflect custom-built, done-for-you work. For standard plan pricing and run allowances, see the pricing page.

Rules-based builds

For straightforward data-moving work, see our business process automation services.

AI-powered builds

For document and classification tasks, see our AI automation services.

Build vs buy

Already comparing tools? Read our build-vs-buy guide.

FAQ

Consulting questions

What is automation consulting?
Automation consulting is an engagement where a specialist maps your team's repetitive work, recommends which tasks are worth automating, and scopes the builds that will save you the most time. You leave with a prioritised plan — and the option to have us build the first tool for you.
How is consulting different from just requesting a build?
A build request assumes you already know which task to automate. Consulting is for when you are not sure — when you have too much manual work to know where to start, or you want an outside view on where automation will actually pay off before you spend money on it.
Do we have to buy a build after the consult?
No. The roadmap and recommendations are yours to keep. If a candidate is worth building, we quote a fixed price and you decide. The consult fee for the Process Audit tier is credited toward your first build if you proceed.
What does automation consulting cost?
A focused quick consult is included with any build you commission. A standalone process audit is a flat fee that is credited toward your first build. A full multi-function engagement is quoted per scope. Contact us for current pricing.
Is this an automation consultancy or a software vendor?
Neither on its own. We are a done-for-you automation service: we advise on what to automate, then build and run the tools we recommend. You get the consulting view and the working tool from the same team, so there is no hand-off gap between plan and delivery.
Can you consult on AI automation specifically?
Yes. For document-heavy, classification and extraction tasks we assess which AI approach is reliable for your data. See our AI automation services for the build side of that work.
Get started

Find out what's worth automating first

Tell us about the manual work slowing your team down. We'll come back with a recommendation, a roadmap and a fixed-price option to build the first one.

Start a consult

Prefer to ask a question first? Contact us.