I will audit your messy workflow and find automation opportunities
Messy spreadsheets, docs, and workflows made actionable
About this Gig
I help small business owners and operators turn a messy process into a clear workflow audit and automation roadmap.
If your work is spread across spreadsheets, emails, forms, documents, notes, or task boards, I will map what is happening, identify the source of truth, flag bottlenecks, and show what can be safely improved.
This is useful before hiring an automation builder, buying software, or asking AI to work from messy sources.
Basic: one narrow workflow, up to 3 provided source files, workflow snapshot, source list, top bottlenecks, and top automation opportunities.
Standard: one full workflow, up to 7 source files, source-of-truth table, bottleneck report, automation priority matrix, and 7-day action plan.
Premium: one complex workflow or up to 3 related workflow lanes, executive-ready report, risk and automation roadmap, implementation questions, and 30-day improvement plan.
No logins needed. I do not change your systems or send messages. Remove confidential, regulated, medical, legal, payroll, or customer data before sharing.
My Portfolio
FAQ
Will you need system logins?
No. This offer is based on files, descriptions, screenshots, and exports you provide.
Can you work with messy exports?
Yes. Messy exports are the point, as long as the files are safe to share and relate to one workflow.
Will you automate my workflow?
No. This offer maps what is safe to automate next. Automation can be scoped after the workflow is understood.
Can I use this before hiring an automation developer?
Yes. The report is designed to reduce build risk before anyone starts automating.

