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ai-audit

ai-audit

Audit existing business processes to identify AI automation opportunities. TRIGGERS - Use when user wants to find AI opportunities, audit processes for automation, or assess AI readiness.

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Skill-Dokumentation

GitHub

name: ai-audit description: | Audit existing business processes to identify AI automation opportunities. TRIGGERS - Use when user wants to find AI opportunities, audit processes for automation, or assess AI readiness.

AI Audit

Overview

Conducts a systematic audit of business processes to identify where AI can save time, reduce costs, or improve quality. Produces a prioritized roadmap.

Workflow

Step 1: Business Discovery

  1. Industry: What sector are you in?
  2. Team size: How many people?
  3. Key processes: What are the top 10 things your team does repeatedly?
  4. Pain points: Where do you waste the most time?
  5. Current tools: What software do you already use?
  6. Budget: What can you invest in automation?

Step 2: Process Audit

For each process, score on the AI Automation Matrix:

ProcessVolumeRepetitive?Rule-Based?Data Available?Human Judgment?AI Score
[Process]High/Med/LowYes/NoYes/NoYes/NoLow/Med/High/10

Scoring guide:

  • High volume + repetitive + rule-based + data available + low judgment = Perfect for AI (8-10)
  • Medium indicators = Good candidate with human oversight (5-7)
  • Low volume or high judgment = Keep human, AI-assist only (1-4)

Step 3: Categorize Opportunities

CategoryAI ApplicationExamples
Content generationLLMs create draftsEmails, posts, reports
Data extractionAI reads documentsInvoices, contracts, forms
ClassificationAI sorts and routesTickets, leads, inquiries
SummarizationAI condenses infoMeetings, documents, calls
SchedulingAI coordinatesCalendar, resources, tasks
AnalysisAI finds patternsData trends, anomalies
CommunicationChatbots handle inquiriesFAQ, qualification, support

Step 4: Prioritize & Roadmap

Use the Impact-Effort Matrix:

HIGH IMPACT
    │
    │  Quick Wins  │  Strategic
    │  (DO FIRST)  │  (PLAN FOR)
    │──────────────┼──────────────
    │  Fill-ins    │  Money Pits
    │  (MAYBE)     │  (AVOID)
    │
    └──────────────────────────── HIGH EFFORT

Output Format

# AI Automation Audit: [Company Name]

## Executive Summary
- **Processes audited**: [X]
- **AI opportunities identified**: [X]
- **Estimated time savings**: [X hours/month]
- **Estimated cost savings**: $[X]/month
- **Recommended first project**: [name]

## Process Audit Results

### High Priority (Score 8-10)
| Process | Current Time | AI Solution | Savings | Effort |
|---------|-------------|-------------|---------|--------|
| [Process] | [X hrs/mo] | [AI approach] | [X hrs/mo] | Low/Med |

### Medium Priority (Score 5-7)
[Same table]

### Low Priority / Keep Human (Score 1-4)
[Same table with reasoning]

## Recommended Roadmap

### Phase 1: Quick Wins (Month 1-2)
1. **[Project]**: [description, expected impact]
2. **[Project]**: [description, expected impact]

### Phase 2: Core Automation (Month 3-4)
1. **[Project]**: [description, expected impact]

### Phase 3: Advanced AI (Month 5-6)
1. **[Project]**: [description, expected impact]

## Investment Summary
| Phase | Cost | Monthly Savings | Payback |
|-------|------|----------------|---------|
| Phase 1 | $X | $X | X months |
| Phase 2 | $X | $X | X months |
| Phase 3 | $X | $X | X months |
| **Total** | **$X** | **$X** | **X months** |

## Technology Stack Recommendation
[Tools and platforms for implementation]

## Next Steps
1. [Immediate action]
2. [Short-term action]
3. [Medium-term action]

Quality Checklist

  • Every major process evaluated
  • Scoring is objective and consistent
  • Quick wins identified for early momentum
  • ROI estimated for each opportunity
  • Phased roadmap is realistic
  • Technology recommendations included
  • Next steps are clear
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