Find what to automate first
assess_automation_opportunitiesRead-onlyIdempotent
Works out what a small business should automate first, from how it runs today, instead of a generic list of AI tools. Use when an owner asks how AI can help their business, where to start, what is worth it versus hype, or how to get good people off admin. Map what the owner has said onto the options and leave out anything they have not said. Returns the best-fitting approaches with the reasons, what to check first, a small first step, and the questions still worth asking.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| sector | No | The firm's sector. plumbing-electrical-and-other-trades = plumbers, electricians, heating engineers, window fitters and other trades working on customers' jobs; construction = contractors and construction groups bidding for projects; property = estate and letting agents; wealth-management = financial planners and IFAs. Use other if none fits. | |
| outputs | No | What goes out to your clients? Options: documents = "Reports, proposals and quotes"; answers = "Answers by email, chat and phone"; jobs = "Job sheets and site records"; internal = "Not much leaves the building". | |
| volumes | No | Roughly how many a month? Options: few = "Fewer than 20"; some = "20 to 100"; many = "100 to 500"; lots = "More than 500". | |
| retyping | No | Where does information get retyped? Options: systems = "Between two systems"; paper = "Off paper and photos"; inbox = "Out of the inbox"; none = "Nowhere obvious". | |
| software | No | What do you run on? Options: mainstream = "Microsoft or Google, plus a CRM"; industry = "An industry system and spreadsheets"; spreadsheets = "Spreadsheets and email"; bespoke = "Something built for us". | |
| teamSize | No | Number of people in the firm. | |
| producers | No | Who produces them? Options: founder = "Me, mostly"; professionals = "Fee-earners, each doing their own"; admin = "An admin or operations team"; field = "Whoever is on site". | |
| prompting | No | What made you start looking? Options: answering = "We answer the same questions daily"; admin = "Good people are doing admin"; field = "Site work comes back on paper"; unsure = "Nobody here knows where AI fits"; specific = "No product does this one job". |