Free Audit
Free Workflow Automation Audit.
In one short call, we map the repeated manual work inside your business — messages, leads, documents, approvals, reports — and send you a prioritized plan showing which workflows AI automation can remove first. Free, and yours to keep whether or not you build with us.
How the audit works
01
Tell us how work runs today
A 30-minute call where you describe the daily routine in plain words — messages, leads, documents, approvals, reports. No preparation or technical knowledge needed.
02
We map the manual work
We identify the repeated tasks eating staff time, where handoffs drop, and which steps depend on someone's memory instead of a system.
03
You get a prioritized plan
A short written summary: which workflows to automate first, roughly what each saves, and what the build would involve. Yours to keep either way.
Common questions
Is the audit really free?
Yes. The audit call and the written summary are free, with no obligation. If you decide to build something with Summit afterwards, that is a separate scoped project.
Do I need to prepare anything?
No. Just be ready to describe how your team handles a normal day — where messages come from, how leads are followed up, and which tasks feel repetitive.
What kinds of workflows can be audited?
Anything with repeated steps: WhatsApp and customer handling, lead follow-up, recruitment, document checks, approvals, reporting, and general operations.
How long does it take to get the plan?
You usually receive the written summary within a few working days of the audit call.
Prefer email?
Send a few sentences about the workflow that feels slow or manual to admin@summitautomates.com and we will reply with next steps for the free audit.