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Process Digitiser

Turn the workflow everyone complains about into a fix plan.

Process Digitiser is a fixed-scope diagnostic for messy small-business workflows: quoting, intake, onboarding, follow-up, reporting, approvals, handovers, inbox triage, and the processes currently held together by memory and goodwill.

Start with one workflow Run the readiness scorecard

Most AI work fails because the process was never clear enough to automate.

We do the unglamorous bit first. Find the trigger. Name the owner. Map the handoffs. Spot the rework. Then decide what should be digitised, what should be AI-assisted, and what should stay human.

Evidence pack.
Screenshots, forms, SOPs, emails, spreadsheets, reports, call notes, or a rough written description.
30-minute context call.
Enough to understand the messy reality without turning it into consulting theatre.
48-hour fix plan.
A practical map, failure diagnosis, and first moves for safer automation or AI assistance.

Good fits

One repeatable workflow with one clear business outcome. If the answer is "everything is messy", fine. We will still pick one process first, because civilisation has rules.

Lead intake and quote follow-up

Enquiries arrive through forms, phones, inboxes, social messages, and quote tools. Nobody has a clean view of what happened next.

Client onboarding

New customers need forms, files, approvals, payment, setup, access, instructions, and handovers. One missing step quietly ruins the week.

Recurring reporting or admin

Someone copies data between systems, tidies spreadsheets, writes the same update, chases the same people, and calls it "just how we do it".

Support or inbox triage

Requests arrive messy, urgent, duplicated, incomplete, and emotionally decorated. The workflow needs routing, drafting, status, and boundaries.

Approval chains

Work waits for permission, sign-off, or information that should have been captured earlier. The bottleneck is hiding in plain sight.

Owner-held processes

The process works because one person remembers the trick. That is not a system. That is a hostage situation with a calendar.

Outputs

Useful artefacts, not a 70-page fog machine.

  • Snapshot: trigger, owner, steps, systems, output, and business outcome.
  • Failure map: waiting, rework, late errors, unclear ownership, missing data, and manual re-entry.
  • Future-state: cleaner intake, fewer handoffs, visible status, and safer checkpoints.
  • Automation design: what to automate, what AI can draft or classify, and what humans approve.
  • First moves: the three steps most likely to create visible relief without breaking things.
Founder pricing

AUD 750 to 1,500 for the first workflow.

Founder pricing depends on source material, complexity, and whether we are mapping one clean process or untangling a process octopus. Additional scoped processes can become a Blueprint, Pilot, or Managed AI Ops engagement.

Ask about founder pricing

Readiness scorecard

Before you buy software, check if the workflow is ready.

Tick what is true today, not what the process document claims after three optimistic coffees. Maximum score: 26.

1. Stability

  • One clear trigger and one clear end state.
  • More than one person knows how it works.
  • The output is broadly the same each time.
  • The steps can be described in roughly 10 bullets.
  • Someone can cover it when the usual person is away.

2. Failure points

  • There is a regular waiting point.
  • Errors are discovered late.
  • Data gets copied manually between systems.
  • An approval blocks progress but rarely changes the result.
  • The process creates rework.
  • People get chased for status.

3. Data

  • Inputs are consistent at least 80 percent of the time.
  • There is one closest source of truth.
  • A completed case can be reconstructed later.
  • Sensitive data is known and can be handled safely.
  • Bad or incomplete inputs are recognisable.

4. AI and automation fit

  • Some steps are repetitive and rule-based.
  • Some steps involve reading, summarising, classifying, or drafting.
  • Some judgment calls could become recommendations with approval.
  • Some monitoring could become alerting.
  • Accountable decisions stay with a human.

5. Risk

  • The process touches personal, client, or regulated data.
  • Errors have consequences for customers, staff, or compliance.
  • The people doing the work have been consulted.
  • There is or can be an audit trail.
  • The required tools are approved or available.

Scoring

20 to 26: ready to digitise.

11 to 19: partially ready, blockers ahead.

Under 11: stabilise first.

Send us your score

Got a process that feels too messy to explain?

Perfect. Send the rough version. The rough version is usually where the truth lives.

Start the Process Digitiser