The Daily Business
Process Audit
This free business process audit takes about 10 minutes. Sit with one process you repeat, get it out of your head and into a written document someone else can follow, then see exactly where AI can help, with ready-to-use prompts to get started.
Name one process you repeat
Pick one process you repeat: any piece of work with a start and an end that you do more than once. Choose the one you would most want written down.
Break it into its steps
Break the process into its steps, in the order they happen, as many as it actually takes. Use a few words per step.
The check has started, so steps can't be added or removed. You can still fix a step's wording. To change the list, restart the check — your answers for these steps will be cleared.
Let's look closer at each step
A few quick questions per step, plus how long it takes and how you do it. You will see what is ready for AI and get a written Process Document.
About your work Optional
These fill in your Process Document and AI prompts. Skip any you like.
List them and your AI prompts answer in one round.
See your results
Your results and Process Document are free. Your AI prompts unlock with your email, and we send you a copy.
Unlock your ready-to-use prompts
Enter your email to see your AI prompts now. We'll also email you your Process Document and the prompts.
If the AI's answer feels vague
A good answer names a specific tool and one thing to do this week. If yours does not, paste this back:Turn this into an ongoing AI Project
Turn your Process Document into project files an AI tool can use, so you never have to explain your process again. Pick the tool you already use.
Finish Step 4 first
Once you've unlocked your prompts, this step turns them into an ongoing AI Project.
Pick the tool you already use above.
What is a business process audit?
A business process audit is a close look at one piece of work you repeat, step by step, to see how it really runs today. You write down each step, how long it takes, who does it and what can go wrong. Then you check which steps are clear enough to hand to someone else, and which ones AI could help with.
The Daily Business Process Audit does this in about 10 minutes. You name one process, break it into steps, answer a few short questions about each step, and get a written Process Document you can save, share and improve.
What you get from this free business process audit
- A written Process Document: your process in plain words, with every blank clearly marked, so nothing is guessed.
- Your weekly hours: how much time goes on work AI could help with, and on hands-on work you could hand to someone else.
- A status for every step: ready for AI, ready to hand off, nearly there or not ready yet.
- Ready-to-paste AI prompts for each step, unlocked with your email.
- A setup guide and project files for Claude, ChatGPT or Microsoft Copilot, so your AI tool can keep helping with the process.
Who should run a business process audit?
Anyone whose work repeats: a person running their own work, a team, a department or a whole organisation. It suits any process you do again and again. It works best on one process at a time, so run it again for the next one.
Why audit a process before you automate it?
AI can only help with work that is clear. If a step lives in your head, is done differently each time, or has no written steps, AI has nothing solid to work with. An audit shows which steps are ready now and which need work first, so you start where AI will help most. It also shows which work depends on one person, so you can see what stops when they are away.
Business process audit: frequently asked questions
How long does the business process audit take?
About 10 minutes for one process. Your answers are saved in your browser, so you can stop and come back on the same device.
Is the business process audit free?
Yes. Your results and your Process Document are free to read. Your AI prompts unlock with your email, and we send you a copy.
Do I need technical knowledge?
No. Every question uses plain words, and you can skip any box you like.
What is a Process Document?
Your process written down in plain words so someone else can follow it: each step, how long it takes, who does it, what starts it, what can go wrong and when it is done. Anything you leave blank is marked TO FILL IN, never guessed.
Which AI tools does it work with?
The prompts work in ChatGPT, Claude and Microsoft Copilot. The setup guide covers Claude Projects, ChatGPT Projects and Microsoft Copilot.
What happens to my answers?
They stay in your browser until you enter your email to unlock your prompts. After that we keep them as described in our .
Can I audit more than one process?
Yes. Run it again for the next process. You can reuse the same files that describe you and your style in every AI Project.
