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Great Automations
AI & Automation Consulting

Find out where AI and automation will actually pay off in your business

We sit down with your team leads, map how work really moves between people and systems, and show you where the hours are going. You get a ranked, costed plan, from quick wins you can action this month to AI agents and full workflow redesign.

Who it's for

  • Australian businesses of about 50 to 300 people, with several teams handing work to each other
  • Owners, MDs, COOs and operations leads who know AI could put them ahead but want a clear, practical place to start
  • Teams that have tried a few tools, ended up with more logins and spreadsheets, and want a joined-up plan
  • Businesses about to choose a new platform who want the process sorted first, so they don't pay to rebuild the old mess

In short

AI and automation consulting is a structured review of how your business runs, done before you buy or build anything. We run discovery workshops with your team, map your key workflows, and identify where AI, automation and better systems will save time or reduce errors. You finish with a prioritised plan and an ROI case you can take to your leadership team.

The problem

What we usually find

  • You know there is time being lost, but not where

    Everyone is busy, yet work still slips. Without a map of how jobs really move between people, it is hard to say what to fix first or what it is costing you.

  • AI feels important and vague at the same time

    You read about AI agents every week. What you need is a straight answer on what they could do in your business, with your data, and what it would take to get there.

  • Tools have been bought, the problem hasn't gone away

    New software often recreates old habits in a new place. The double entry, the chasing and the side spreadsheets come along for the ride.

  • It is hard to make the business case

    Spending on systems is easier when you can show the hours saved, the risk reduced and the payback period. Most teams don't have the time to work that out.

What's included

What we deliver

  • 01

    Discovery workshops

    Structured sessions with your team leads to understand how work arrives, who touches it, which systems are involved and where it stalls.

  • 02

    Process maps

    Clear current-state maps of your most important workflows, showing hand-offs, double handling, delays and key-person risk.

  • 03

    Opportunity map

    Every automation and AI opportunity we find, ranked by hours saved per week, cost and effort, so you can see where the return is.

  • 04

    Quick wins

    Changes you can make straight away, often with tools you already pay for. We are happy to recommend things that need no new software.

  • 05

    AI readiness notes

    Where AI agents and assistants fit, what data they would need, and the privacy and governance questions to answer first. General guidance, not legal advice.

  • 06

    Roadmap and ROI case

    A phased plan with an indicative investment range and the payback logic, written so it can go straight to your board or leadership team.

Our process

How it runs

  1. 1

    Pre-work

    A short questionnaire so we arrive knowing your team, your systems and what is bothering you most.

  2. 2

    Workshops

    We run discovery sessions with the people who do the work, online or in person, and map what really happens.

  3. 3

    Analysis

    We quantify the time and risk in each workflow and test which tools would close the gap, including AI.

  4. 4

    Playback

    We walk your decision-makers through the findings, the quick wins and the roadmap, and answer the hard questions.

What you walk away with

A clear view of where your hours go, a ranked list of what to fix, and a costed plan your leadership team can say yes to. If you go ahead with us, the discovery work becomes the blueprint for the build, so nothing is wasted.

Tools and platforms

The right tool for each job

  • monday.com and monday AI
  • AI agents
  • n8n
  • Make
  • Zapier
  • Xero
  • Your existing systems

Every project is scoped after a free discovery call, so you know the investment and the expected return before you commit.

Industries

Applied to your industry

FAQ

Common questions

Do we need to know what we want before we talk to you?

No. Most clients come to us knowing something is wrong but not exactly what to fix. Working that out is the point of discovery.

Will you just recommend monday.com?

We recommend what fits. monday.com is our main platform and we are a Gold Partner, but plenty of our recommendations use tools you already have, automation platforms like n8n or Make, or a process change with no new software at all.

Is AI safe to use with our client data?

It can be, with the right set-up. Part of our work is identifying which data an AI tool would touch, where it is stored and processed, and what controls you need. We give general guidance and will point out when you need legal or compliance advice.

How long does discovery take?

It depends on the size of the business and how many workflows are in scope. Our entry workshop is designed to deliver a written plan within five business days of the session. Larger discovery and design engagements are scoped with you up front.

What if our team is too busy to take part?

We keep the time we need from your people short and focused, and we do the mapping and write-up. A couple of hours from the right team leads gives us most of what we need.

Is it worth paying for discovery rather than going straight to a build?

Building without discovery is how businesses end up paying twice. Discovery tells you which changes are worth doing, in what order, and what the return looks like, before you commit a larger budget.

Related services

Let's find the hours your team is losing

Book a free 30-minute discovery call. We'll talk through what's not working and give you an honest view of where to start.

Send us a message