Sample Audit Map
This sample walkthrough shows the kind of decision-ready map Expeli creates before deploying digital workers, automations, or integrations. It is representative, not a client case study.
Representative output
Workflow drag found
7 areas
Safe automation candidates
4 workflows
First worker recommended
Support Agent
Pilot window
30 days
Workflow Map
The audit identifies what happens today, where work stalls, and which safe intervention should happen first.
Automation Matrix
A good audit separates safe automation from assisted work, approval-required actions, and judgement that should stay human-owned.
Reminder creation, CRM field updates, report assembly
Reply drafts, quote summaries, intake classification
Pricing, sensitive customer replies, exceptions
Final commitments, clinical/legal/financial judgement
First Worker Recommendation
In this representative audit, the first recommendation is a Support Agent because response delays, missed follow-ups, and repeated customer questions create immediate visible drag.
Recommended pilot
Drafts replies, classifies enquiries, logs context, creates follow-up tasks, and escalates sensitive or uncertain cases for review.
30-Day Pilot Roadmap
Week 1
Confirm channels, knowledge sources, permissions, and escalation rules.
Week 2
Launch controlled Support Agent draft flow with human approval.
Week 3
Connect CRM updates, follow-up queue, and exception logging.
Week 4
Review outputs, missed opportunities, escalations, and next expansion path.
Start with your workflow
The audit turns workflow drag, tool gaps, permissions, and first-worker opportunities into a practical pilot plan.
Start an Audit