Agency AI workflow audit checklist
A checklist for finding the best first automation across lead intake, follow-up, CRM cleanup, documents, renewals, and reporting.
Find repeated work
Look for workflows that happen every day or every week. Repeated tasks are better first automation candidates than rare edge cases.
Strong examples include quote intake, follow-up reminders, renewal outreach, missing document requests, and weekly owner reporting.
Rank by business value
A workflow should connect to time saved, faster response, better retention, more bound policies, or clearer accountability.
If the value is hard to explain, the workflow may be too vague for the first build.
Choose one narrow build
The first automation should be small enough to launch quickly and improve. Do not try to automate the whole agency at once.
A narrow win creates trust with the team and gives owners a clearer path for the next workflow.
Want to apply this to your agency?
Book a free workflow audit and we will help identify the first automation worth building.