AI workflow audit · 1–2 week opportunity map

Find the safest, highest-value workflow to automate first.

Tessera maps how work actually moves through your team, ranks AI agent opportunities by commercial value and operational risk, and turns the best candidate into a clear implementation plan.

Book a 15-minute intro callRun a workflow audit

Best for

Teams who want AI leverage, but need the starting point chosen carefully.

The audit is for founders, operators, and technical leads with messy repeatable work: enough friction to justify automation, but too much risk to hand everything to an unbounded agent.

Reporting, QA, research, support, content, or ecommerce ops are still manually stitched together
The team wants AI leverage but does not know which workflow is safe to automate first
There is appetite for agents, but not for a loose demo with unlimited permissions

Deliverables

Workflow map of the repeatable work slowing the team down

Opportunity scorecard ranked by value, risk, and implementation effort

Safety model covering access, approval gates, monitoring, and rollback

First-agent recommendation with a practical implementation roadmap

Outcome

A clear decision on which workflow to build first, and the boundaries required to run it safely.

You leave with the business case, risk model, and build sequence for the first useful agent. No generic AI strategy deck. No automation theatre.

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Workflow audit FAQ

What does the workflow audit measure?

It maps repeatable workflows, data sources, manual decisions, tool access, commercial value, implementation effort, and safety risk so the first agent is chosen deliberately.

Do we need perfect data first?

No. The audit identifies the minimum viable data layer: the few sources, metrics, and definitions needed before automation can make reliable recommendations.

What is a good first agent to build?

The best first agent is frequent, rule-shaped, commercially meaningful, and easy to validate. Monthly growth reporting, workflow QA, and support-theme analysis are common starting points.

What happens after the audit?

You leave with a prioritised opportunity map, a no-go list, the safest first-agent recommendation, and an implementation path. If the business case is strong, Tessera can build and operate the first workflow.

Need the broader question bank? Read the full AI agent consulting FAQ.