Optional. If you already know the task, skip this: the evaluation and your fixed quote are free.
Find every task worth automating. Ranked by what it costs you.
A half-day working session, on site in the Houston area or on screen, sitting with the people who do the work. You leave with a written list of every repetitive task, what each one costs a year, and the order to take them on.
- $500, credited toward your first build
- Written inventory within 3 business days
- Half a day with your team
What it is
Half a day with the people who do the work, not with a process document. We watch what arrives, what they do with it, where it goes and what breaks. Every repetitive step gets written down with the hours it takes and who does it.
Then we do the part you cannot easily do from inside: say which tasks are plain automation, which need AI for a narrow part, which are a custom app, and which are not worth touching. Each gets a price band so you can budget before anyone quotes anything.
What you get, within 3 business days
- A one-page written inventory of every repetitive task found
- Hours per week and annual cost for each
- Plain automation vs. AI verdict for each
- Price band and order of attack
- The ones not worth automating, and why
$500, credited in full toward your first build.
What the page looks like
SampleA redacted sample with generic rows. Yours has your tasks, your hours and your systems.
| Task | Time | Cost a year* | Plain or AI | Band | Order |
|---|---|---|---|---|---|
| Daily placement file review | 8 hrs / day | $45,000 | Plain automation | Single task | 1 |
| Carrier portal status checks | 3 hrs / day | $16,900 | Plain automation | Single task | 2 |
| Remittance PDFs to the ledger | 6 hrs / week | $6,750 | AI for the reading | Single task | 3 |
| Weekly management report | 4 hrs / week | $4,500 | Plain automation | Quick task | 4 |
| Certificate expiry reminders | 1 hr / week | $1,125 | Plain automation | Quick task | 5 |
| Quarterly vendor review | 2 hrs / quarter | $175 | Leave it | Not worth it | — |
*At an illustrative fully loaded cost of $45,000 a year per person, the same figure the calculator uses.
Who it's for
- You have a dozen candidates and no ranking.
- Several people each do a piece of the same process and nobody sees the whole.
- You have been told to “figure out automation” and want a list, not a pitch.
- You want to budget the year, not one project.
Who it isn't for
- You already know the task. Go straight to the free evaluation; the quote is free too.
- You want a company-wide strategy across several teams. That is the Roadmap.
- You are choosing a software product, not automating a process.
The company-wide version is the AI & Automation Roadmap.
Inventory questions.
Is the Inventory required before a quote?
No. The evaluation and the fixed quote are free. The Inventory is for teams that want every task found and ranked before they pick one.
What happens in the session?
We sit with the people who do the work, on site in the Houston area or on screen, and watch the work as it actually happens. We ask what arrives, what they do with it, where it goes, and what breaks. Half a day is usually enough for one team.
What do I get, and when?
A one-page written inventory within 3 business days: every repetitive task, hours and annual cost, plain automation or AI, a price band and the order to attack them in. Also the ones not worth automating.
What does it cost?
$500, credited in full toward your first build. If you go ahead with any task on the list, the Inventory was free.
How is it different from the Roadmap?
The Inventory is one team, half a day. The AI & Automation Roadmap is the whole company over 2–3 weeks: interviews across teams, risks and data considerations, and a ranked build plan with budget by quarter. $2,500–$5,000, credited toward the first build.
Book the half day.
Tell us which team and roughly what they do by hand. We come back with dates. $500, credited in full toward your first build.
Already know the task?
Skip the Inventory. Tell us what your team does by hand and you get a read on whether it is worth automating and a fixed quote, both free.
Free evaluation. Fixed quote before work begins.