Automation Audit
Two-week diagnostic. We map your current workflows, identify the three to five highest-leverage automation targets, and return a build plan with realistic costs and timelines.
Business Automation · Philadelphia & U.S.
An automation consultant who builds, not just diagrams.
Identifying the two or three workflows that should be automated this quarter — and shipping them. That is the entire job. The output is running production systems, not process maps.
What this work looks like
Production automation, not theater.
"Automation" became a marketing word over the last two years. Most of what I see proposed under the name is a workflow diagram, a Zapier zap, and an invoice. Real automation work is different — it has to run on Monday morning, survive the third edge case nobody planned for, and not silently break when an upstream API changes.
My team and I — through Automation Transformation Consulting — build automations that hold up under that scrutiny. Workflow automations, AI-assisted automations (LLMs in the loop), agentic systems that act on behalf of a team, and the boring integration plumbing that everyone underestimates.
The starting point is always the same: identify the work that should be automated this quarter, prioritized by hours-back-per-dollar-invested. The first engagement usually pays for itself before the second one begins.
Engagement shapes
Three ways the work shows up.
Build Engagement
We build it. Fixed-scope or time-and-materials. Typical projects ship in 4–8 weeks. Each one delivered with documentation, monitoring, and a handoff plan.
Automation Retainer
Monthly capacity for businesses that want continuous automation work — not a one-time project. Backlog managed jointly with your leadership.
Example projects
Where this work tends to land.
Document workflows
Intake, classification, extraction, routing. AI handles the unstructured input; rules and integrations handle the rest. High ROI, very common.
Customer operations
Quote-to-cash, support triage, onboarding flows. Less brittle than the equivalent human process, faster, and observable.
Internal reporting
The end of one-off Excel hell. Data pulled, transformed, summarized, and delivered to the inbox or dashboard — every week, without a human.
Frequently asked
Automation, answered.
What does an automation consultant do?
An automation consultant identifies the repetitive, high-volume, or high-error workflows in a business that should be automated, designs the system that replaces them, and ships it. In 2026 most of this work involves a combination of integration platforms, AI models, and lightweight custom code.
What is the difference between AI consulting and automation consulting?
AI consulting focuses on where to apply intelligence — what to predict, classify, or generate. Automation consulting focuses on stitching systems together so work happens without a human in the loop. In practice they overlap heavily, and James does both.
What does an automation project usually cost?
Single-workflow automation builds typically land in the low five figures. Larger multi-workflow programs scale from there. Most engagements pay for themselves in the same quarter they ship.
Do you build with Zapier, Make, n8n, or custom code?
Whichever is right for the use case. Tool-agnostic by design. Some projects are best served by a managed platform; others need custom code or an AI agent runtime. The decision is made up front and defended.
Got a workflow that should not exist?
Tell me about it. Even a one-paragraph description is enough to know whether it is a fit — and to give you an honest read on what the build looks like.