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Fiverr Pro
English
$
USD
I will audit your business workflow and create an ai automation roadmap
Vault Genius
About this gig
You know AI could save your business time but you may not know what to automate first.
I will audit your workflow and create a clear AI automation roadmap showing where time is being wasted, what should be automated first, what should stay manual for now, and which tools make sense for your situation.
This is not a complex implementation gig. It is the smart planning step before spending money on Zapier, Make, n8n, Airtable, Notion, HubSpot, ChatGPT, Claude, or custom automations.
Each package covers a defined number of workflows. Please check the package details before ordering.
All packages include:
- Workflow bottleneck diagnosis
- Manual task analysis
- Prioritised automation recommendations
- Tool suggestions
- Practical next steps
- PDF report
Standard and Premium also include:
- Improved workflow map
- SOP/checklist
- Editable document
Premium also includes:
- Automation opportunity matrix
- Workflow diagrams
- Prototype specification
- 7-day implementation roadmap
Best for small businesses, ecommerce stores, agencies, hosts, consultants, and service providers dealing with repetitive admin, inbox chaos, follow-ups, spreadsheets, customer messages
Get to know Vault Genius
Vault Genius
AI Workflow and Automation Consultant
- FromUnited Kingdom
- Member sinceOct 2019
Languages
English
I help small business owners and service providers identify where time is being wasted and turn messy workflows into clear AI automation roadmaps.
My focus is practical workflow analysis: bottlenecks, repetitive admin, inbox chaos, follow-ups, SOPs, tool recommendations, and simple next-step plans.
No fake AI hype. No overcomplicated tech jargon. Just clear operational thinking so you know what to automate first — before wasting money on tools that do not fit your workflow.
FAQ
Do you build the automation?
No. This gig covers workflow audit, planning, SOPs, and automation roadmap only. If you need someone to build automations after your audit, you can use the roadmap to brief a Fiverr automation builder or your own team.
Do I need to give you login access?
No. Screenshots, Loom videos, written workflow steps, forms, and sample documents are usually enough. Please do not send passwords or sensitive account access.
Which tools can you recommend?
Depending on your workflow, I may recommend tools such as Zapier, Make, n8n, Airtable, Notion, HubSpot, Google Sheets, ChatGPT, Claude, Calendly, Gorgias, Hospitable, or other relevant no-code tools.
Is this legal, financial, medical, or accounting advice?
No. This is operational workflow and automation planning only. I do not provide regulated legal, financial, medical, tax, or accounting advice.
What type of business is this best for?
This is best for small businesses, service providers, ecommerce stores, agencies, consultants, property hosts, and teams with repetitive admin, inbox, follow-up, support, or spreadsheet workflows.
What do I receive?
You will receive a structured PDF report based on your package. Standard and Premium also include an editable document. The report may include bottlenecks, automation recommendations, tool suggestions, workflow maps, SOP/checklist, and next-step implementation guidance depending on the package.
Can I use the roadmap to hire someone else?
Yes. The roadmap is designed to make implementation clearer, whether you do it yourself, assign it to your team, or use it to brief a no-code automation builder.
What if the report does not match my needs?
Each package includes the listed number of revisions. A revision means refining or clarifying the existing report based on your feedback. It does not include auditing a completely different workflow. The better the information you provide upfront, the more tailored the report will be.
How do I document my workflow for you?
You do not need technical language. Just describe what happens step by step from the start of the task to the end. Screenshots, Loom videos, bullet points, forms, documents, or examples all help. I will ask clarifying questions if needed.
