Workflow Automation Blueprint
A structured automation plan showing which workflows to automate, which tools to use, and how automation will improve operational efficiency and reliability.
What This Service Does
The Workflow Automation Blueprint provides a structured assessment of your existing business workflows and identifies where automation can be applied safely, efficiently, and cost-effectively.
You submit details of your current processes. We analyse them to identify manual effort, duplication, bottlenecks, and failure points. The outcome is a written automation plan that defines what to automate first, which tools are appropriate, and how automation should be implemented without disrupting existing operations.
This service does not build automations. It defines a clear, documented automation roadmap that can be reviewed internally or handed directly to a technical team for implementation.
What You Get
A documented overview of your current workflows
Identification of manual steps, inefficiencies, and automation opportunities
A prioritised list of workflows suitable for automation
Recommended automation tools matched to your requirements and budget
A written blueprint outlining implementation order and dependencies
A short-term and medium-term automation roadmap (30 / 60 / 90-day view)
Delivery format: PDF report
Delivery method: Digital
How It Works
You complete the intake form describing your workflows and objectives
We review and structure your processes into clear workflow stages
Automation opportunities are identified and evaluated
You receive a written automation blueprint with clear next steps
Who This Is For
Small and medium businesses relying on manual or spreadsheet-based processes
Founders preparing for automation but unsure where to start
Teams experiencing delays, duplication, or operational errors
Organisations wanting a non-technical, structured automation plan
Anyone who needs clarity before investing in automation tools or developers
Why Choose Pleerity
Recommendations are structured, documented, and repeatable
Focused on operational reliability, not tool hype
Designed to support auditability and internal decision-making
Neutral tool selection based on fit, not affiliation
Clear boundaries between planning and implementation
Frequently Asked Questions
Ready to Streamline Your Operations?
Get your Workflow Automation Blueprint and start saving time today.
Workflow automation blueprint with implementation roadmap
Optional Add-ons
Fast Track Delivery
Receive your blueprint within 24 hours
Printed Copy
Physical printed report delivered by post
One-time service · No subscription · Secure payment