AI Opportunity Scan

We audit your operations to identify where AI can save time without exposing sensitive data.

What We Do

We catalog repetitive tasks across your team: email responses, scheduling, content creation, data entry, report generation, research.

Usually 20-30 distinct tasks emerge. Most teams are surprised how much repetition exists.

For each task, we estimate: how often it happens, how long it takes, how much value it creates. This tells us where AI offers highest ROI.

Example: If you spend 3 hours/week writing similar client emails, that's 156 hours/year - prime AI target.

We identify which tasks involve sensitive information (client data, financials, PII) and which are safe for AI tools.

Safety first. We never recommend AI for tasks that risk exposing protected information.

We score each AI opportunity on: time savings, ease of implementation, risk level. Top 5-7 opportunities get detailed recommendations.

You get a prioritized roadmap: start here, add this next, save this for later.

Visual grid showing all repetitive tasks, time spent, and automation potential.

Detailed breakdown of each opportunity: what tool to use, expected time savings, implementation difficulty.

Clear guidelines on what's safe to automate vs. what should stay human-controlled.

Phased rollout plan: quick wins first, complex automation later.

We talk to 5-7 team members across different roles to understand their repetitive work.

Questions like: "What tasks do you do every day that feel robotic?" "Where do you copy-paste frequently?"

We review your current tools (email, PM software, spreadsheets) to see workflow patterns.

No access to sensitive data needed - we're observing structure, not content.

Team interviews, task inventory, tool review

Days 1-3

Time-waste calculation, data safety audit, opportunity ranking

Days 4-7

Final report + 60-min presentation to leadership

Day 10

The AI Opportunity Scan is included in our Flow Rebuild package, along with Safe AI Integration and custom SOP creation.