Automation work depends on the process, data, tools, access, edge cases, and level of support required. We discuss those first, then recommend the right build.
Two workflows that look similar can differ significantly in data quality, access, users, exceptions, integrations, testing, and handover. A short scope review makes the quote clearer and reduces surprises for both sides.
Yes. An automation audit can map the current workflow and risks before a build is proposed, especially when the system is complex or poorly documented.
Project overview
Start with what the system should handle.
No inquiry creates a project commitment. Share enough context to make the first discussion useful.