AI agents and automation
AI workflow opportunity map
Map one real workflow, identify the most useful agent or automation opportunities, and expose the approval and data risks early.
Good fit
Use this when you need a bounded answer first.
Teams deciding where AI can create value before paying for an implementation.
What you send
- One recurring workflow, the people involved and the result it should produce
- A sample input and output with private or regulated data removed where necessary
- Current tools, repeated manual steps and decisions that must stay human-owned
Included
A concrete decision pack, not an open-ended audit.
- 01Current-workflow diagram
- 02Three ranked automation or agent opportunities
- 03Tool, data, authority and failure-path notes
- 04Recommended pilot and organised ZIP handover
How it works
Three bounded stages.
- 01
Observe
Describe the current work from trigger to result, including handoffs and failure points.
- 02
Rank
Compare three bounded opportunities by value, feasibility, data exposure and operator burden.
- 03
Pilot
Define one small pilot with success evidence, approval points and a stop condition.
Inspect before enquiring
See a sample, with its limits stated.
These are demonstrations of the approach, not paid-client outcomes. Your handover would use your own verified workflow and constraints.
Exact handover shape
Open the ZIP and know where to start.
The filenames show the expected structure. The contents are specific to your problem and evidence; template filler is not counted as delivery.
- ↳00-start-here.pdf
- ↳01-current-workflow-map.pdf
- ↳02-opportunity-scorecard.xlsx
- ↳03-authority-data-and-failure-notes.md
- ↳04-recommended-pilot.md
Written boundary
What this pack does not claim to be.
Does not include production integrations, model tuning, data migration or ongoing operation.
Before enquiring
Useful answers.
Is this an AI audit?
No. It is a decision pack for one named workflow. It does not inventory an entire organisation or recommend automation everywhere.
Do you choose the model and tools?
The pack can name a plausible tool direction, but the first decision is where automation belongs and what must stay controlled. Final vendor selection belongs in implementation.
What happens after I enquire?
Your selected pack is carried into the ChaseInTech enquiry form. Nothing is submitted until you review and send the form yourself.
Start with the decision