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AI Automation Audit & Roadmap

Most businesses know AI could save them time but don't know where to start, or they've tried a chatbot that nobody used. Our AI Automation Audit removes the guesswork. In a short, fixed-scope engagement we sit with your team, map how work actually flows today, and identify the tasks where automation will pay back fastest.

Sounds familiar?

If two or more of these are true, this is worth a conversation.

  • Your team spends hours every week on copy-paste work between WhatsApp, email, spreadsheets and the CRM.
  • Everyone agrees you should 'use AI', but nobody owns it and there's no plan.
  • You've been pitched a dozen AI tools and can't tell which ones fit your business.
  • You want to know the cost and payback of automation before committing a budget.

Where it makes a difference

You leave with a prioritised roadmap: the three automations to build first, what each one will cost, how long it takes, which tools it needs and how we'll measure success. The audit is the starting point for every Akdron engagement, for businesses in Mumbai, Delhi NCR, Bengaluru and across India, and for clients in the UAE, UK and US.

Sales and lead handling

How fast new enquiries get a reply, how many go cold, and where an AI agent could qualify and follow up automatically.

Customer support

Which questions repeat every day across WhatsApp, phone and email, and how much of that volume an assistant can resolve.

Back-office operations

Invoices, approvals, reports, data entry and document handling that can run without manual effort.

Marketing operations

Campaign reporting, content production and lead routing that can be connected end to end.

What is included

  • Stakeholder interviews and workflow walkthroughs with your team
  • Process map of how leads, requests and documents move today
  • Time-and-volume analysis to size each automation opportunity
  • Tool and data review: CRM, WhatsApp, email, spreadsheets, ERP
  • Prioritised list of automation opportunities scored by value and effort
  • Costed roadmap for the top three automations, with timelines
  • Data privacy and risk review, including India's DPDP Act
  • Readout session with leadership and a written report

What changes for you

  • A clear, prioritised list of what to automate first and why
  • Cost, timeline and expected return for each recommended build
  • A shared understanding across leadership of where AI fits
  • A plan you can execute with Akdron or with your own team
Ideal for
  • SMEs and growing companies starting with AI
  • Founders who want a costed plan before investing
  • Operations, sales or support leaders drowning in manual work
  • Companies whose first AI pilot did not stick

From kickoff to live

Typically 1–2 weeks, depending on the number of teams in scope.

  1. Kick-off

    Agree goals, the teams in scope and the systems we can access.

  2. Discovery

    Interviews, screen-share walkthroughs and a look at real volumes.

  3. Analysis

    Map the workflows and score every automation opportunity.

  4. Roadmap

    Cost, timeline and success metrics for the top three builds.

  5. Readout

    Present the plan and agree what to build first.

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Questions about AI Automation Audit & Roadmap

What is an AI automation audit?

It is a short, fixed-scope review of how work flows through your business. We identify repetitive tasks, estimate how much time or revenue they cost, and recommend the specific AI automations that will pay back fastest, with costs and timelines for each.

How long does the audit take?

Most audits take one to two weeks. A single-team audit, for example just sales or just support, can be done faster. We agree the scope and the date of the readout before we start.

Do we have to use Akdron to build what the audit recommends?

No. The roadmap is yours. Many clients ask us to build the first automation, but the report is written so your own team or another partner can execute it.

What access do you need to our systems?

Usually read-only access or a screen-share walkthrough of your CRM, WhatsApp Business, email and key spreadsheets. We sign an NDA before discovery and never need production write access for an audit.

Can you run the audit remotely for clients outside Mumbai?

Yes. Most audits run over video calls and screen-shares, so we work the same way with teams in Delhi NCR, Bengaluru, Chennai, Hyderabad and other cities, and with clients in the UAE, UK, US and Australia. On-site workshops in the Mumbai region can be arranged.

How do I get started with AI Automation Audit & Roadmap?

Book a free 30-minute call at akdron.com/book or fill in the quote form at akdron.com/onboarding. We reply within 1 business day (Mon–Fri, 10am–6pm IST) with next steps and a scoped plan.

Talk to us about AI Automation Audit & Roadmap

Tell us where your team loses time or leads. We will tell you honestly whether AI can fix it, and what it would take.

Prefer to write it down? Send us the details and we will reply within one business day.