Free Assessment · 4 Minutes

Find out exactly where
AI can save you hours.

10 questions about your workflows. Get a personalized automation roadmap with estimated ROI — no sales call required.

About You

Let's start with the basics.

First name

Last name

Work email *

Company

Your role

Your Industry

Which sector does your company operate in?

Insurance

P&C, life, health, reinsurance, brokerages

Logistics & Supply Chain

Freight, 3PL, distribution, last-mile

Legal

Law firms, legal ops, compliance teams

Other

Finance, healthcare, real estate, or other

Scale

How large is the team or department we'd be working with?

1–10 people

Small team, tight workflows

11–50 people

Growing operations with clear roles

51–200 people

Established department, multiple processes

201+ people

Enterprise-scale operations

The Problem

What's the biggest time drain right now?

Data entry & processing

Manually moving, sorting, or entering data

Document review

Reading, classifying, or summarizing documents

Client communication

Responding to emails, intake, follow-ups

Reporting & analytics

Pulling data, building reports, dashboards

Your Stack

What tools does your team use today?

List the main tools (CRM, ERP, email, etc.)

The Opportunity

How many hours per week does your team spend on manual, repetitive work?

Under 5 hours

Occasional friction, mostly efficient

6–20 hours

Real drag on productivity

21–40 hours

Major bottleneck for the team

40+ hours

This is unsustainable — we need a fix now

AI Experience

Where does your team stand with AI today?

Starting from zero

No AI tools in use yet

Exploring

Looking into options, haven't committed

Some tools deployed

Using Copilot, ChatGPT, or similar

Actively implementing

Custom workflows or agents already running

Investment

What's the realistic budget range for automation this year?

Under $10K

Focused quick wins

$10K – $50K

Meaningful project budget

$50K – $150K

Department-level transformation

$150K+

Enterprise-scale initiative

Timeline & Authority

When are you looking to move, and who else is involved?

Implementation timeline

ASAP

Within 30 days

Next quarter

Planning now, move in 1–3 months

This year

In the roadmap for 2026

Just researching

No timeline yet

Are you the final decision-maker?

Yes

I make the call

Shared

I'm part of the decision

Final Question

One last thing — then your roadmap is ready.

What's your #1 outcome goal for AI automation?

Cut costs

Reduce headcount or overtime costs

Scale without hiring

Handle more volume with the same team

Improve accuracy

Fewer errors, better consistency

Unlock capacity

Let people do work that matters

How accessible is your operational data?

Spreadsheets

Mostly Excel / Google Sheets

CRM / system of record

Salesforce, ServiceNow, Epic, etc.

Scattered

Across email, files, and multiple apps

Well-structured + APIs

Accessible data with integration points

Find out exactly whereAI can save you hours.

Find out exactly where
AI can save you hours.