Book a 30-minute process walkthrough
You choose one process where AI or automation is involved. On the call, you talk me through what happens, what tools are used, what information goes in, and what the process produces.
AI & Automation Process Review
You’ve automated the process.
Now check the hidden risks.
A practical review for small businesses using AI, automation, ChatGPT, Copilot, CRMs, forms, email sequences, or connected tools in day-to-day work.
Keep the time saving. Check the accountability.
You may need this if
AI or automation is already doing useful work in the background.
- AI drafts client replies, proposals, summaries, reports, or content
- Automation sends follow-ups, updates records, or moves clients through a process
- Client, staff, or sensitive business information moves between tools
- AI influences what gets sent, approved, prioritised, recommended, or acted on
- No one has clearly defined who checks or signs off the final output
- You would struggle to explain how the process works if a client, insurer, supplier, or regulator asked
The risk questions usually come later
Most businesses start with the upside.
Faster replies. Smoother follow-ups. Less manual work. More time back.
That makes sense.
The risk questions usually come later.
That is normal. It is also where hidden risks can start to build.
- What data is going in?
- Where is it going?
- Is AI influencing anything important enough to need a second look?
- How does human review actually happen?
- Who signs off the final output?
- What would you point to if a client, insurer, supplier, or regulator asked how the process works?
How it works
One process. One focused review.
I ask the questions that usually get missed
We look at the data, tools, triggers, outputs, human review, sign-off, ownership, and what evidence would exist if the process was questioned later.
You receive clear, practical findings
After the call, I review what we discussed and send you clear, practical findings showing what is working, what needs a closer look, where hidden risks may be sitting, and what to tighten first.
One process. One focused call. Clear, jargon-free findings you can actually use.
Fixed-price review
One process. Clear findings. £450.
The AI & Automation Process Review is a fixed-price review of one AI-assisted or automated process.
It includes a 30-minute process walkthrough and clear, practical findings covering what is working, what needs a closer look, where hidden risks may be sitting, and what to tighten first.
This price covers one process. If you need several processes reviewed, I can suggest the most sensible next step.
What I check
The practical questions behind the process.
What data goes in?
Where does it go?
What does AI or automation change, create, send, recommend, or trigger?
Where does human review actually happen?
Who owns the final output if something goes wrong?
What evidence would exist if a client, insurer, supplier, or regulator asked how the process worked?
What you receive
Clear, jargon-free findings.
You receive clear, jargon-free findings covering:
- what is working well
- what needs a closer look
- where data, ownership, review, or accountability risks may be sitting
- practical steps to tighten the process
The aim is not to slow the business down. The aim is to help you keep the benefits of AI and automation while making the process easier to explain, review, and improve.
What this is not
Practical, focused, and proportionate.
- Not a huge audit
- Not legal advice
- Not ISO certification
- Not a demand to stop using AI or automation
- Not a generic AI policy document
It is a practical review so you can keep the time saving and check the accountability.
Why this matters
Useful tools still need clear ownership.
AI regulation, client expectations, supplier questions, and insurance questions are increasing for some businesses, including around the EU AI Act for some businesses. Even where formal AI regulation does not directly apply, businesses may still need to explain how AI is being used, what data it touches, who reviewed the output, and who owns the outcome.
This review gives you a practical starting point before those questions become urgent.
Keep the time saving. Check the accountability.
If AI or automation is already part of your business process, a focused review can help you see what is working, what needs tightening, and where hidden risks may be sitting in the background.