GUIDE + WORKSHEET
How to estimate workflow automation ROI
Separate time recovered from money saved. Account for human review, adoption, implementation cost, and ongoing operation. Includes a worked example and a printable worksheet.
Read the guideCOMPARISON + PILOT CHECKLIST
AI agents vs. workflow automation
Decide when to use rules, when to add AI, and when a custom application makes sense. Includes a comparison table, client-intake example, and questions to prepare for a pilot.
Compare the approachesChoose the next step
AI consulting helps define the opportunity. Workflow automation connects repeatable steps. Custom AI software adds a focused interface and business logic when the workflow needs them.