An automation audit should not take a consultant and three weeks.
Answer a few questions about how your business runs. Our scan maps your top three automation opportunities against the tools you already use, with the hours reclaimed, annual savings, and where to start. The report lands in your inbox in minutes.
Ninety seconds to see where your leads are leaking.
We build and run the lead capture and follow-up system for accounting, advisory, legal and trades firms with 10 to 200 staff. Fixed price. Your accounts. Live in about three weeks.
What waiting costs
Manual work takes a bigger share of the week than most teams think.
Every hour spent copying data between tools or chasing a reply is an hour a system could handle. The scan shows where that time goes in your business.
Your personalised scan includes everything you need to act.
Your top three workflows
Named against your actual stack rather than generic categories. Each one shows what it looks like automated and which tools are involved.
The hours and the math
Estimated hours reclaimed per month and an annual cost-saving range, calculated from what you tell us about your team.
A starting sequence
Which opportunity to build first and why, using the same prioritisation logic as a full Automation Opportunity Map.
What this automation audit covers
The scan covers the same ground as a paid automation audit: your tool stack, where team hours concentrate, and what that work costs. It compresses all of it into a few questions.
The report identifies the three workflows with the highest return, named against the tools you actually use, with estimated hours reclaimed per month and an annual savings range.
It uses the same prioritisation logic as the full Nuevexa Automation Opportunity Map, our paid discovery engagement that maps every process in a business. The scan is the entry point; the map is the full audit.
The scan: start here
- A few questions
- Top 3 opportunities
- Estimate ranges
- Delivered by email in minutes
- No cost
The Automation Opportunity Map
- Full workflow mapping
- Every automatable process
- ROI per process
- Prioritised build sequence
- Scoped on a strategy call
What is an automation audit?
An automation audit is a systematic review of your business processes, tools, and workflows to identify which tasks can be automated, how much time and money you will save, and what tools to use. Unlike a consultant-led assessment that takes weeks and costs thousands, an automated audit uses a structured questionnaire to surface the same insights in under two minutes.
The Nuevexa automation audit asks a few questions about your current tools (CRM, project management, accounting, communication), your team size, and your most repetitive manual tasks. It then matches your answers against the automation patterns we build most often to identify the highest-ROI opportunities specific to your business.
Three steps. Ninety seconds. Your report.
Answer a few questions
About your tools, team size, and biggest time sinks. Takes about 90 seconds.
We analyse your stack
We match your answers against the automation patterns we build most often for sales teams, wealth firms, online brands, service businesses, real estate and nonprofits.
Get your report by email
Within 5 minutes, your personalised automation roadmap lands in your inbox. Top 3 opportunities, hours saved, annual ROI, and recommended tools.
Built for operators, not developers.
Why is this free?
We built this audit because the same conversation happens in every sales call: a business owner knows they have manual work, but they don't know which processes to automate first, what tools to use, or what the ROI will be. This audit answers those questions before we ever speak. If you want help implementing the recommendations, we are an automation agency. If you want to build them yourself, the report is yours to keep.
Frequently asked questions
Is the automation audit really free?
Yes. No credit card is required. No sales call unless you request one. The report is emailed to you within 5 minutes of completing the audit.
What tools does the automation audit cover?
We cover CRMs (HubSpot, Salesforce, Pipedrive), project management (Notion, Asana, Monday), accounting (QuickBooks, Xero), communication (Slack, Teams, email), and 50+ other platforms. If your tool is not listed, the audit still identifies the process gap.
How accurate are the time and cost savings estimates?
They are ranges, not promises. Your actual savings depend on your specific process complexity and hourly rates, and we confirm them with you on a call before quoting a build.
Do I need to know how to code to use the audit results?
No. The audit is designed for business owners and operations managers, not developers. The recommendations include no-code and low-code solutions using n8n, Make.com, Zapier, and native integrations.
What if I want Nuevexa to build the automations?
Every report includes a Next Steps section with a link to book a free strategy call. There is no obligation. Every engagement is fixed-scope, with the price agreed before any work starts.
If manual work is your ceiling, let's remove it.
We reply within 1 business day.