Duncan Anderson

AI workflow audit

AI workflow audits for small businesses

Find the repetitive work AI can actually remove, then turn the best opportunity into a reliable automation your team can use.

Built by Duncan Anderson, an AI engineer and data scientist who ships working systems for small teams.

Best-fit workflows

Manual reporting that eats up the same hours every week.

Customer, sales, or operations work spread across inboxes and spreadsheets.

Airtable, Make, n8n, Zapier, CRM, or Google Sheets workflows that keep breaking.

AI experiments that need to become dependable business processes.

Map the workflow

Identify inputs, decisions, tools, handoffs, failure points, and where human review still belongs.

Pick the first build

Prioritize the highest-leverage automation instead of spreading budget across vague AI ideas.

Ship a working system

Build the prototype, connect the tools, and make the workflow reliable enough for daily use.

Proof

Systems built around real operational work

Online Travel Agency

Dispute Defender

Built an AI pipeline that automatically gathers the right evidence and fights disputes end-to-end — recovering revenue that was previously written off.

Online Travel Agency

Deal Engine

Built a real-time deal surfacing engine that highlights the hottest flights at any given moment — putting the right deals in front of the right people.

Sports Analytics Platform

The Lineup

Built and operate a paid multi-sport analytics product with real-time data pipelines, Stripe/RevenueCat billing, accuracy tracking, and automated settlement.

Specific workflows

Start with the workflow that is already costing time or deals

These pages are built around specific operational bottlenecks, not generic AI strategy. The strongest first project is usually close to revenue, deadlines, follow-up, or document-heavy admin.

Commercial subcontractors

Bid Package Review

Review plans, specs, addenda, bid forms, scope gaps, RFIs, exclusions, and bid-day checklists before commercial subcontractor bids go out.

Roofing contractors

Roofing Follow-Up

Automate roofing estimate follow-up, proposal reminders, photo notes, production handoffs, and lost-quote tracking.

HVAC and plumbing service companies

HVAC/Plumbing Dispatch

Improve HVAC and plumbing dispatch workflows, missed-call handling, quote follow-up, service notes, and recurring maintenance reminders.

Property managers

Maintenance Intake

Automate tenant maintenance intake, triage, vendor dispatch, status updates, owner approvals, and recurring property reports.

Bookkeepers and small accounting teams

Bookkeeping Cleanup

Automate receipt collection, document naming, transaction categorization support, missing-info follow-up, and month-end bookkeeping cleanup.

Dental clinics

Dental Recall

Improve dental recall, unscheduled treatment follow-up, cancellation gaps, patient intake, and front desk admin workflows.

Med spas and aesthetic clinics

Med Spa Intake

Automate med spa lead intake, consultation follow-up, treatment plan reminders, rebooking prompts, and inquiry triage.

Staffing and recruiting teams

Staffing Screening

Automate candidate intake, resume screening support, follow-up questions, client submission packets, and recruiting pipeline admin.

Small manufacturers and job shops

Manufacturing RFQ

Improve manufacturing RFQ intake, drawing/document triage, quote status tracking, missing-info follow-up, and customer communication.

Insurance brokerages

Insurance Renewals

Automate insurance renewal follow-up, client document collection, application status tracking, certificate requests, and account-manager admin.

Small law firms

Legal Intake

Improve law firm client intake, conflict-check preparation, document collection, consultation follow-up, and matter-opening admin.

What to expect

A practical review, not an AI pitch.

I will review the workflow, tools, volume, and bottlenecks. If there is a practical automation opportunity, I will outline the first build and what it would take to ship it.

If AI is not the right fix, I will say that directly. The goal is a useful operating system, not a demo that never gets used.

Best fit: small teams with repetitive admin, reporting, support, sales ops, or internal process work.

Request an audit

Tell me what workflow you want fixed.

Best fit: a real business workflow, a clear owner, and enough volume that saving a few hours every week matters.

Form details are used to respond to your request and understand the source of the inquiry. Advertising click IDs and campaign parameters may be included with the request so campaign performance can be measured.