AI & Automation Business Audit Report Questionnaire

The purpose of this questionnaire is to understand your daily tasks, workflows, and challenges so we can identify opportunities to streamline processes using automation and AI.

Full Name *

Phone *

Business Email *

Company Name *

Business Website

What industry are you in?

What is your job title, and how would you describe your primary responsibilities?

What tasks do you perform daily, weekly, or monthly?

Are you responsible for interacting with clients directly? If so, how often and in what capacity?

Can you walk me through a typical day in your role?

How many employees/staff members do you work with on the daily/weekly basis?

How often do you need to collaborate with other team members or departments?

Which tools, software, or systems do you use most frequently?

Are there any processes you perform manually that you think could be, or you would like to see, automated? If, so, please share.

What tasks take up the most time in your day-to-day (week-to-week) work and why?

Are there repetitive tasks that feel tedious or unnecessary? If so, please share.

Do you collect, input, or process data regularly? If yes, what kinds of data do you handle, and how do you ensure its accuracy?

How do you communicate updates or information to your team or clients?

Are there recurring reports you prepare, and how much effort do they require?

What aspects of your role do you find most challenging or frustrating and why?

Are there tasks that are prone to delays, errors, or other issues? If so, please share

Are there communication gaps or inefficiencies when working with others? If so, how and/or why?

If applicable, what challenges do you face when working with clients?

Are there recurring client requests that could be handled more efficiently? If so, what would be your recommendation?

If you could improve or streamline one part of your job, what would it be and why?

Are there tasks you feel could be handled by automation or AI technology? If so, what tasks do you think would benefit?

Are there any tools or features you wish you had to make your job easier? If so, please share.

Have you encountered bottlenecks in using current software or systems? If, so, please share.

Are there specific areas where errors are common? If so, where areas are they?

What steps do you take to prevent mistakes, and could these be automated?

What do you think could be done to make your role more efficient or less stressful?

Do you have any concerns or hesitations about automation or AI in your role? If so, please share why.