Workflow ROI Audit
Understand the time tied up in recurring work. Combine your numbers with sourced company context and practical AI recommendations, with assumptions made clear.
Your numbers
Calculations use your inputs, not invented financial facts.
Public company context
Optional OpenAI research runs after you finish the form.
A sensible first step
Recommendations include dependencies, risks and what to verify.
How this workflow audit works
Start with your business and the recurring work you want to improve. Enter the time spent by each person, the number of people involved, their hourly cost or time value, and the number of working weeks. The calculator uses those answers to show an annual baseline. It does not independently measure your payroll, inspect private systems, or claim that an estimate is a verified business result.
1. Calculate your baseline
The arithmetic stays in ordinary code. Hours per person, people, hourly value and working weeks determine the baseline. When an owner and team share the work, you supply the actual share of total hours rather than relying on an invisible weighting.
2. Add company context
With your permission and a business website, OpenAI researches public information after you finish the form. Supported observations include services, service areas and public booking routes. Sources are linked beside the extracted claims, and information that cannot be verified remains unknown.
3. Validate a first workflow
AI can suggest an initial test, relevant dependencies, exception handling and questions to ask. Those suggestions are hypotheses. A discovery call should confirm access, data quality, ownership, review steps and the actual scope before implementation is proposed.
Time recovered is not always money saved
Reducing a task does not automatically reduce payroll. It may instead create capacity for better service, faster responses or other valuable work. The report therefore describes recovered time and its estimated value separately from actual cash savings. If you enter an alternative contribution per hour, it is applied only to recovered time and the share you realistically expect to reuse. It must not be added to the labor value of those same hours.
For example, two people spending three hours each week on a task contribute six team-hours, not three. At an entered cost of $30 per hour over 52 weeks, that baseline is $9,360. A time-reduction scenario changes how much capacity could be recovered, but it does not prove the reduction will happen. Software costs, maintenance, exception handling, adoption and implementation costs can all change the final business case.
Use ranges and make assumptions visible
Each workflow can have its own lower and upper time-reduction assumptions. The default ranges are illustrative planning scenarios, not industry benchmarks or promises. Partially automated work should be assessed from its remaining manual effort, and already automated workflows do not receive a fresh savings claim. The result also shows broad build-cost bands based on indicative complexity. Those bands are not a Help With Automation quote.
Add the expected monthly running costs when you know them. Leaving this field blank means those costs still need to be budgeted; it does not mean the automation will be free to operate. Before choosing a project, confirm the baseline with a short time sample, count unusual cases, identify who checks the output, and agree on the smallest measurable success criterion.
What company research can and cannot tell you
A public website can help explain what a business offers and how a customer begins an inquiry. It usually cannot establish the internal CRM, staffing, conversion rate, missed-lead volume, profitability or integration permissions. The audit will not treat a missing public detail as proof of a problem. Public claims are separated from your submitted operational information and from AI recommendations so that each can be checked on its own merits.
Company research is optional. It uses the public business domain rather than searching private contact information. The contact-form name, email and phone are not included in model requests. Avoid putting customer records, sensitive personal information or credentials in workflow descriptions. If company research or AI analysis is unavailable, the deterministic calculation still provides a usable starting point and clearly labels the missing enrichment.
Prioritize reliability before complexity
A useful first workflow is frequent, has a clear owner and trigger, and can be checked against a real outcome. Start with a bounded test rather than connecting every system at once. Preserve an obvious human handoff, duplicate protection, failure alerts and a safe way to stop. Bring the report to a discovery call to compare the opportunity with the actual access, systems, risk and cost. The goal is a defensible next step, not an impressive-looking number.