Lead captured
In Source, intent, owner
Workflow Systems Audit · automation and agents
Workflow Systems Audit for founders.
Inbox, CRM, docs ranked by hours saved
Last updated: May 2026
Context brief
Agent Call notes, inbox, CRM gaps
CRM writeback
Sync Stage, task, next step
Approval stop
Gate Human review before output
Follow-up draft
Out Email, task, CRM note
5 actions First workflow candidate selected
Lead captured
In Source, intent, owner
Context brief
Agent Call notes, inbox, CRM gaps
CRM writeback
Sync Stage, task, next step
Approval stop
Gate Human review before output
Follow-up draft
Out Email, task, CRM note
5 actions First workflow candidate selected
Led byThomas or Desh
OutputFirst automations to implement
Build pathFrom €2,500 when build starts
Guarantee5 hours or no fee
Definition
A Workflow Systems Audit is a founder-led review of the repeated work, tool handoffs, inboxes, CRM steps, documents and agent opportunities inside your business. In 72 hours, Salt & Silicon ranks what to automate now, what should wait and what should stay human, then scopes the first automation worth implementing.
Problem
Manual work hides inside the gaps.
InputLeads arrive in three placesSignal ok
InputCalls create notes, tasks and promisesVolume high
LeakFounder still writes follow-ups from memoryHigh
LeakClient data moves by copy-pasteHigh
FogAI tools in every tab, no operating logicMedium
Before you add another tool, we trace the work that keeps coming back. Follow-ups. CRM updates. Call notes. Routing. Reporting. Then we name the bottlenecks worth fixing.
How it works
From messy workflow to first build scope.
One diagnostic call, then the workflows get traced, ranked and turned into the first implementation scope.
01
Diagnostic call
A 60-minute founder walkthrough of the system as it really works.
02
Workflow trace
We mark repeated tasks, manual handoffs, fragile tool gaps and agent opportunities.
03
Ranked backlog
Each workflow is sorted into now, next, or never with effort and risk attached.
04
First build scope
We choose the first automations worth implementing, the likely price band and the access needed.
05
Review call
A 30-minute review of the backlog and first implementation scope, with the first decisions made together.
Deliverables
What you leave with.
Workflow ledger
WorkflowTimeRisk
Inbox follow-up 6.5h High
CRM writeback 2h Medium
Call recap 1.5h Low
Doc routing Park High
Ranked workflow ledger
Hours, risk and build order in one table. No decorative score theatre.
Handoff trace
01 Inbox Lead and request land in one place
02 Brief Context becomes a short working note
03 CRM Fields and next step get written back
04 Review Human approval stays on risky output
05 Draft Follow-up leaves with the right context
Handoff trace
Where context moves, where it stalls and where human review has to stay in the loop.
Access map
CRM Read/write Owner
Inbox Read only Founder
Docs Scoped Team
Agent Approval Human
Access and approval map
The tools, permissions, owners and approval stops needed before a build starts.
Build sequence
Priority Build candidate Decision
[►] Now CRM writeback High hours, low ambiguity
[ ] Next Inbox follow-up Needs approval rules
[-] Park Doc routing Manual is cheaper for now
Now / next / never backlog
What to implement first, what to park and what should stay manual because automation adds risk.
Why Salt & Silicon
Automation only works when the workflow is clear.
The inbox affects the CRM. The CRM affects follow-up. The follow-up affects delivery. AI can recover hours or make the mess louder. For the wider growth version of this work, see our growth and marketing audit.
Workflow surface
Inbox
Which messages create tasks, decisions, or follow-up?
CRM
Where does client or lead context get lost?
Meetings
Which notes should become tasks, summaries, or next steps?
Docs
Which repeated document work should become a system?
Agents
What can be assisted, checked, or left human?
Workflow audit + first build path
Find the workflow worth building first.
€999Intro price
For founder-led businesses losing time to repeated work, fragile handoffs, inbox sprawl, CRM gaps and tools that do not talk to each other. We map the system, choose the first automations worth building and scope the safest first implementation.
Find my first automationFit
Useful when the mess is real.
Good fit
- You repeat the same follow-up, reporting, routing, or admin work every week.
- Your tools work alone, but the handoffs between them are fragile.
- You want to know which automations to implement first before paying for a build.
- You need someone senior to decide what stays manual.
Poor fit
- You want a tool shopping list.
- You already know exactly what needs to be built.
- You want an AI course or prompt pack.
- You want every workflow automated at once.
- You are looking for a magic button.
FAQ
Before you book.
What is a workflow systems audit?
A workflow systems audit is a senior review of the repeated work, tool handoffs, inboxes, CRM steps, documents and agent opportunities inside a founder-led business. Salt & Silicon ranks what to automate now, what can wait and what should stay manual.
What does €999 include?
A 60-minute diagnostic, review of the tools and workflows you already use, 5-10 candidate automations, estimated hours saved per week, a now / next / never backlog and the first implementation scope. The build itself is scoped after the audit when the first automation is worth shipping.
Do you build the automation too?
Yes. The audit is designed to choose what to build first, then we implement the first automations that make sense. Core workflow builds start from €2,500. When the system touches CRM, inbox, agents, client data, sensitive data, or several tools at once, expect €3,500+.
Is this just Zapier or Make?
Zapier, Claude Cowork, n8n, or other agents may be part of the build. The paid work is the judgement: which workflow deserves automation, where human review stays and what can break.
What if I am not satisfied?
Tell us. If we cannot identify at least 5 realistic hours per week to recover, you do not pay.
Who is this for?
Founders, operators, hospitality teams, agencies and small teams with repeated work stuck across inbox, CRM, meetings, documents, guest journeys, support, reporting, or follow-up.
Final call
Automate the workflow that keeps coming back.
We trace it, rank it and scope the first automation before you buy another tool. For a wider brief, use the contact page.