AI Workflow Audit
For Businesses Buried in Repetitive Admin Work
The AI Workflow Audit is our AI readiness assessment for one workflow: the process that costs the most hours and gets the least scrutiny. Quoting, order entry, specification review, quality documentation, service dispatch, customer intake, reporting, or repeated follow-up across emails, PDFs, photos, forms, and spreadsheets.
We map the process as it actually runs, identify where AI can safely carry the work, rank the opportunities by ROI and risk, and deliver a written 30-day implementation plan. It takes one to two weeks for a fixed fee of $3,500. An optional implementation sprint is available after the audit.
Recent engagement: AI Workflow Audit for Action Battery Wholesalers, a Wisconsin distributor of stationary battery and DC power systems, delivered October 2026.
Direct Procurement Contact
Ryan Newbloom, President
Best Fit
- Owner-led and mid-sized businesses with document-, photo-, email-, or report-heavy workflows
- One process is visibly expensive and nobody has measured it
- The same information is re-keyed between two or three systems
- Staff already use ChatGPT or Copilot on their own, with no shared guidance
- Leaders who want an independent read before funding a larger AI build
- Operators who want automation with people still reviewing the output
Best-Fit Industries
- Industrial distributors and manufacturers
- Financial advisory and insurance practices
- Managed IT service providers
- Property management and restoration companies
- Accounting and bookkeeping firms
- Staffing, recruiting, and professional-service firms
- Auction, estate sale, and liquidation businesses
- PE and search-fund operators evaluating targets
How the audit runs
- 1Select one workflow with the owner or operations lead.
- 2Interview the staff who perform the workflow today.
- 3Map the current process step by step, including handoffs and rework.
- 4Identify which steps are good candidates for AI assistance or automation.
- 5Rank opportunities by estimated ROI, time savings, and implementation risk.
- 6Assess where human review must stay in the loop.
- 7Recommend tools, a build approach, or off-the-shelf options for the top opportunity.
- 8Deliver a written 30-day implementation plan.
What you receive
- Workflow map — the selected process as it runs today
- Automation opportunities — ranked by value, effort, and risk
- ROI and time-savings estimate — for the top opportunity
- Risk and human-review assessment — where people must stay in the loop
- Recommended tools or build approach — matched to your team's capacity
- 30-day implementation plan — yours to act on or hand to any implementer
Compare our AI readiness assessments
Need a whole department reviewed, or a lighter first step? Every option is fixed-fee and ends in a written plan.
Introductory AI Readiness Assessment
$2,500fixed fee
Several business days
A plain-language summary of where AI can help, where it shouldn't be used yet, and what to do next.
Best for: Very small businesses, one-person operations and nonprofits taking a first structured look at AI.
AI Workflow Audit
$3,500fixed fee
1–2 weeks
One workflow mapped end to end, opportunities ranked by ROI and risk, and a 30-day implementation plan.
Best for: Owner-led and mid-sized businesses, and public-sector teams, with one process that costs more hours than anyone has measured.
AI Readiness Assessment
$6,500fixed fee
1 week
A prioritized use-case list and a 30/60/90-day roadmap leadership can fund and act on.
Best for: Teams that want a whole function or department reviewed and its AI projects sequenced.
AI Workflow Audit questions
Yes. It is our AI readiness assessment scoped to a single workflow. Where the full AI Readiness Assessment reviews a whole function in a week, the audit goes deep on the one process that costs you the most time and ends in a 30-day plan for what to build first.
$3,500, fixed. Anything the audit recommends is quoted separately, so you can act on the plan yourself, hand it to another implementer, or have us build it.
One to two weeks, depending on how many people are involved and how much of the process is documented. Most of your team's time goes into working sessions with the people who run the process day to day.
The one that eats the most hours and that nobody has measured: quoting, order entry, specification review, reporting, intake, or data re-keyed between systems. We choose it with you in the first session.
You get a written 30-day plan you can act on yourself or hand to any implementer. If you want us to build it, we quote the implementation separately, for example as an implementation sprint or a Workflow Automation Pilot.
Yes. Scope and purchasing path can be structured to fit your procurement rules, funding source, and internal procedures. Newbloom AI is an SBA-Certified SDVOSB and a State of Minnesota Certified Veteran-Owned Small Business (Service-Disabled), registered in SAM.gov and Minnesota SWIFT.
Yes. We're based in Woodbury, Minnesota, and travel across the state to work on-site. Outside Minnesota the audit runs remotely.
Ready to talk?
Direct line to Ryan Newbloom. No forms to fill out — call or email and you'll hear back within one business day.