A free AI automation audit — and a roadmap you keep either way
Every Sorol engagement starts here. We sit with your team, map how the work actually flows, and find the handful of processes where an agent clearly pays for itself — plus the ones that aren't worth automating yet. You leave with the map and the roadmap whether or not you work with us.
- Day 1 — a 30-minute kick-off call, no slides
- Days 2–4 — short sessions with the people who do the work
- workflows mapped → hours per task · tools · handoffs
- Every candidate automation scored for impact, effort and risk
- Roadmap delivered — what to build first, and what to skip
What's included
Workflow map
Who does what, in which tool, and where the hours go — written down, often for the first time.
Opportunity shortlist
The processes where automation pays, ranked by impact and effort.
ROI estimate per automation
Hours and dollars saved for each one, based on your numbers rather than a benchmark.
What not to build
An honest list of what isn't worth automating yet, and why.
Rollout plan
Timeline, fixed price and the order to build things in.
Tool & data check
Whether your current stack and data are ready — and what to fix first if not.
We work with what you already have
- HubSpot
- Slack
- Gmail
- Notion
- Airtable
- Xero
- Shopify
- Google Sheets
Not on the list? If it has an API — or even just an inbox — we can usually connect it. The audit confirms every integration before a build starts.
What the audit isn't
- Not a sales pitch — if automation isn't worth it for you yet, we'll say so.
- Not a 60-page deck — a working map and a short, prioritised plan.
- Not a commitment — you keep everything whether or not you work with us.
Common questions
Yes. It's how we find out whether we can help, and it's useful to you either way — you keep the workflow map and the roadmap whether or not you work with us.
Something else on your mind? Ask us directly — we reply within one business day.
Related services
Customer support agents
Answer routine questions instantly, around the clock, in your brand voice — and escalate the hard ones to your team with full context, so nothing sits in the queue overnight.
Sales & lead-gen agents
Follow up with every lead in minutes, qualify it, keep the CRM current and book the meeting — no deal dies waiting for a reply.
Workflow & ops automation
Remove the manual handoffs between your tools — data entry, routing, updates and reports run themselves.
Most companies will bolt AI on.
A few will rebuild around it.
We work with the few. Start with a free audit of how your business runs — leave with a map of what to automate first, whether or not you work with us.
Get your free AI audithello@sorol.ai · we reply within one business day