Skip to content
AUTOMATION INTAKE

Find out what to automate first.

Tell us where the hours go. We turn it into a written plan with priorities and build pricing. The intake is automated: it maps how the work moves today, works out exactly what to build, and prices it. Every price is approved by NCL before it reaches you. $250, one time. The $250 comes off if you subscribe to a plan within 14 days.

Comes off if you subscribe within 14 days$250 one-time · No contract
SAMPLE OUTPUT

What a written scope looks like.

audit-report.txtSample · Automation scope
COMPANY:              Acme Corp
CONTROLLED SCORE: 35/100 · EARNED SCORE: 22/100
WORKFLOWS MAPPED:     12
EXECUTION PRECISION:  Moderate (data-limited. Improves with traffic integration)
SYSTEM:               governed AI diagnostic system with cross-model validation

TOP FRICTION POINT:
  Invoice processing, 4.5 hrs/week manual entry
  Error rate: 27%
  Data sensitivity: HIGH

PROJECTED EFFICIENCY:
  Manual hours: 22/wk → 6/wk  (-73%)
  Error rate: 27% → 8%

TOP OPPORTUNITIES:
  01  Invoice data extraction + routing    [ROI: $2,400/mo]  [HUMAN_STEP]
  02  Report generation automation         [ROI: $1,100/mo]  [LOGGED]
  03  Client onboarding workflow           [ROI: $800/mo]    [HUMAN_STEP]
  04  Social content scheduling            [ROI: $600/mo]    [LOGGED]
  05  Analytics digest automation          [ROI: $400/mo]    [LOGGED]

CONFIDENCE METHODOLOGY:
  Precision: 58%, based on intake data and workflow mapping
  Improves with: tool integration, error logs, time tracking data

GOVERNANCE MODEL:  5 logged / 7 with a human step
ESTIMATED BUILD:   60–90 days for full automation layer
Format · Word document with charts
Computed 2026-09-16 · sample · v2
WHAT THIS DIAGNOSES

Sequence over effort.

Most businesses automate the wrong things first. They pick the tool before understanding the workflow, automate a broken process, or build integrations that nobody maintains. This audit prevents that by mapping your actual operations and identifying where time and money leak before recommending any changes.

The diagnostic evaluates each workflow step for friction, error frequency, manual time cost, data sensitivity, and automation readiness. It classifies every step into a governance envelope: safe to automate with every run logged, needs a human step, or must remain manual. The result is a prioritized list of opportunities ranked by real ROI, not theoretical savings.

If a workflow is not ready for automation, the scope tells you what to standardize first. Automating chaos just produces faster chaos.

WHO THIS IS FOR

If any of these describe you, run the audit.

10+ hours/week on recurring manual tasks
5+ tools without an integration strategy
Need to identify where automation delivers real ROI
DELIVERABLE

What the intake produces.

Written scope proposal

What we would automate, in what order, with the effort and cost range for each piece. This is the document a custom build is quoted from.

Named-owner check

Every workflow we would touch gets a named owner on your side before anything is built. If nobody owns a process, we say so. Automating it would only make the confusion faster.

What we will not do

A written list of what is out of scope and why: work an off-the-shelf tool already does, steps that should stay manual, and anything we would not do well.

Workflow Mapping

Every workflow is documented step by step: who owns it, what tools are involved, where handoffs happen, and where things break down. This map becomes the foundation for every recommendation in the report.

Operations Score (Controlled + Earned)

Two scores, Controlled and Earned, calculated from six weighted dimensions: tool integration maturity, process standardization, error handling coverage, data flow efficiency, human bottleneck ratio, and governance readiness. Controlled is what we can build. Earned is what we measure after.

Friction Analysis

Each workflow step is scored for friction: the combination of manual time required, error frequency, and rework cost. The highest-friction steps are surfaced first because they represent the largest efficiency gains.

ROI-Ranked Opportunities

Every automation opportunity is modeled with time savings ranges, projected error reduction, implementation complexity, and a 6-month financial projection. Opportunities are ranked by net return so you invest in the highest-impact changes first.

Governance Envelopes

Each workflow step is classified into a governance tier based on data sensitivity, error cost, and how hard a mistake is to fix. High-sensitivity steps stay owner-only. This prevents the common failure mode of automating something that should not run unsupervised.

Tool Integration Map

Your current tool stack is assessed for integration capability, API availability, and overlap. The report identifies where tools can be connected, where they duplicate effort, and where a gap exists that a new tool would fill.

Professional Report

A structured document covering 19 diagnostic categories with executive summary, per-workflow analysis, ROI projections, risk assessment, and implementation roadmap. Ready to share with your operations team or use as a buildout specification.

Price approval

Every build price in your scope is approved by NCL before it reaches you. That's what keeps the pricing honest while the automated quoting proves itself.

HOW IT WORKS

From intake to report in four steps.

01INPUT

You submit your business context, current tools, team size, and primary pain points. The intake works through your workflows step by step; no call needed.

02ANALYSIS

Your workflows are analyzed through a 4-stage pipeline: waste identification, signal analysis, structured diagnosis, and ROI-ranked recommendations. Each stage builds on the previous. Nothing is recommended without evidence from earlier stages.

03GOVERNANCE GATE

Every opportunity is validated against your actual data. Recommendations without measurable evidence are excluded. Each remaining opportunity receives a governance classification and confidence score.

04OUTPUT

You receive a professional report with your Digital Presence Scores, Operations Score, workflow friction map, ROI-ranked opportunities, governance envelopes, and implementation roadmap.

GOVERNANCE

Your data. Your decisions. Our system.

Every finding is validated against your actual workflow data before it reaches the report. Recommendations include the specific steps affected, the measurable time and error cost, and the projected return from automating.

If you move from diagnosis to implementation, every automation deployment requires your explicit authorization. Each workflow has a governance envelope that sets what stays owner-only, every run is logged, and the NCL team keeps an eye on the account. Nothing deploys silently.

Your operational data stays within the diagnostic pipeline. We do not retain workflow details after delivery, and we do not share your process information with any third party.

Diagnose
→
Proposal
→
Portal Status
→
Execution
→
Re-Audit
Boundaries

What this is not.

Who this is not for
  • ×Single Zapier workflow setup requests
  • ×No recurring processes worth automating
  • ×Expecting the build itself from the intake: the intake produces the scope
What we will not do
  • ×Automate chaos
  • ×Recommend tools without evidence
  • ×Push buildout before proving value
  • ×Execute without explicit authorization
AFTER THE INTAKE

The audit stands alone. Continue only if it earns it.

The scope is yours. You can take it and build internally, hand it to your own team, or use it to evaluate automation vendors. There is no obligation to continue.

If you want it built, the scope already carries a fixed build price. The $250 comes off if you subscribe to a plan within 14 days. Every automation deployment requires your approval.

Automation builds run on Scale ($3,000/mo minimum), which covers the APIs, subscriptions, monitoring and upkeep behind them. Each build is a fixed quote on top. Not ready for Scale? Start with the $250 Automation Intake.

Scale
$3,000/mo

You want the whole front office to run itself. Everything in Grow, plus upkeep on the automations we built.

  • Everything in Grow
  • Quarterly full re-scan: fresh scores, fresh ranked list, against the original audit. Same method both times.
  • Automation maintenance: monitoring, incident repair, and small tweaks on automations NCL built. Tweak = fields, recipients, timing, copy on existing machines. New automation or integration = fixed quote.
Start Scale →

Scale is the minimum for automation work: it covers the APIs, subscriptions, monitoring and upkeep behind every build. The $250 comes off if you subscribe to a plan within 14 days.
Need something different? Get a custom quote

Want to see how customers find you online? That’s a separate audit: Digital Presence Audit, $500

$250

Automation Intake. One-time. Produces a written scope: what to automate first, in what order, with fixed build pricing.

The $250 comes off if you subscribe to a plan within 14 days.

Automation builds run on Scale ($3,000/mo minimum), which covers the APIs, subscriptions, monitoring and upkeep behind them. Each build is a fixed quote on top. Not ready for Scale? Start with the $250 Automation Intake.Not ready for the full audit? Try the free diagnostic first →
Frequently Asked Questions

Questions about the audit.

What do I need to provide?
Complete the intake after checkout: your current workflows, team size, tools, and pain points. The more context, the more specific the scope.
Do you implement the automations?
Yes, on Scale. The intake tells you what to automate, in what order, and what each build costs. Automation builds run on Scale ($3,000/mo minimum), which covers the APIs, subscriptions, monitoring and upkeep behind them. Each build is a fixed quote on top. Not ready for Scale? Start with the $250 Automation Intake. The $250 comes off if you subscribe to a plan within 14 days. Every deployment is documented, approved by you, and measured.
What’s the ROI like?
Typical findings identify 10–20+ hours per week of manual work that can be automated. The report models the dollar value of each opportunity so you can decide what’s worth building.
Is there a contract?
No. The intake is a one-time $250 purchase. Builds run on Scale, month-to-month.
What’s the difference from the $500 audit?
They’re separate. The $500 Digital Presence Audit covers how customers find you online. The Automation Intake covers how the work moves inside your business. You don’t need one to buy the other. If you have both, workflow gaps the presence audit finds (missed calls, slow lead response) can help point the intake at the workflows worth automating.
START YOUR INTAKE

Scope my automation, $250

PROOF89.8·40.0Controlled · Earned (AI authority assessment) on our own site, Audit-01 (September 16, 2026). Audit-02 scheduled Q4 2026.See Client Zero →

After checkout, you go straight into the intake. Every price is approved by NCL before it reaches you.

Industry-specific automation audits