← overview Version One · Structured
function-based intake i Why this approach. Walks the user through a tailored set of functions, scored by pain × headcount × repetition. Output is the integration project we'd build first, not abstract automations.

Which integration would give your team the most time back?

Five minutes. Pick the kind of business you run, tell us where the headcount sits, answer a few short questions. We surface the one integration project we'd build first and the manual work it removes.

Sales
Marketing
Operations
Finance
HR
core-of-business filter i Why this approach. The kind of business you run determines which functions matter most. A B2B industrial company should be assessed on ops, not B2C marketing. Pre-filtering before the diagnostic respects the user's time and focuses scoring on where impact actually lives.

What kind of business are you in?

Pick the closest match. This sets which functions we focus on and seeds sensible headcount defaults for the next step.

Doesn't fit
stack capture i Why this approach. Naming the actual tools you run ("we'd wire your HubSpot to your Xero") makes the scoped integration concrete instead of generic. Every field here is optional — skip it and we work from what you describe.

What does your business run on?

All optional. Pick the systems you use; name the exact tool if you want it in the scope. We pre-highlighted the usual ones for your business type.

Pre-highlighted by your business type · all optional
scope picker i Why this approach. Functions are pre-selected based on the business type you picked. You can still toggle anything on or off. Deselect what you don't care about — we won't waste your time assessing it.

Which areas do you want to look at?

We pre-selected based on what typically matters most for your kind of business. Adjust freely.

Pre-selected by your business type
Add a scope we don't list
5 areas selected
headcount × impact i Why this matters. A function with 40 people and "some" pain beats a function with 2 people and "severe" pain. Headcount drives where automation moves the P&L. Honest numbers, not bands — they go into a multiplicative scoring formula.

How many people in each function?

Roughly. This drives the impact estimate. We seeded defaults based on your business type — adjust to your reality.

Defaults seeded by your archetype · edit any number