Automation Review

Bring one workflow. Leave with one practical next step.

Free 30-minute Automation Review. Leave with one mapped workflow bottleneck, one human approval point, and one practical next step.

Schedule directly

Choose a time in Microsoft Bookings.

Book an automation review (opens Microsoft Bookings)

Microsoft Bookings will show the details required to schedule.

Availability: 5-10 free Automation Reviews per week.

This opens Microsoft Bookings. The details required to schedule are entered there, not on this page.

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Who the review is for

A useful fit starts with a real workflow and a decision to make.

Best suited to founder-led B2B service teams with 10–100 people. You already have a Microsoft 365, CRM, or document workflow and a bottleneck worth testing before a practical pilot decision.

Useful context

Have one real workflow in mind.

These prompts help you prepare. They are not fields on this page and do not describe a verified Microsoft Bookings field set.

  1. 01Which workflow are you trying to improve?
  2. 02Which tools or systems are involved?
  3. 03What output would make the review valuable?
  4. 04Is there a sensitive, legal, security, or compliance constraint we should understand at a high level? Do not include sensitive material here.
  5. 05Is an automation pilot in the next 90 days a realistic option?

Lower-commitment path

Send us one workflow to assess.

Use the prepared email to share a high-level description. Keep customer records, credentials, contracts, and other confidential material out of this public path.

Send us one workflow to assessagenticmotion@qualiteh.com

Prepared email

Subject
Workflow to assess
Body prompts
Workflow or recurring task: Current tools or source material: Desired result and what a person should approve before anything moves: Please keep this high level. Do not include passwords, credentials, personal or customer records, financial, health or payroll data, contracts, transcripts, or other confidential material.

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What happens next

Use the source of truth for the path you choose.

Microsoft Bookings manages the scheduling path. If you send the prepared email, your sent-mail folder remains the source of truth. We aim to reply within two working days. This website does not confirm either action.