Service
Automation estate audit and hardening
A list of the automations you already run, with the risks ranked.
Most companies already have automation. It built up over time: a few Zaps, some n8n workflows, a script on someone's laptop, an API key nobody can trace. It works until the week it doesn't, and then nobody can say what ran or what it touched.
We list everything, trace what each workflow does, find the failures nobody gets alerted to, and rank the risks by what they would cost you. You get a written report you can act on, and we can make the fixes if you want us to.
- Platforms
- n8n · Make · Zapier · Cron · Cloud functions · Scripts
- Duration
- Typically one to three weeks, depending on size
- Inventory
- Every workflow, trigger, credential and destination
- Failure review
- Error history, unalerted failures, retry behaviour
- Risk ranking
- By what a failure would affect and cost
- Cost review
- Platform, model and hosting spend per workflow
- Key-person risk
- What only one person can currently fix
- Output
- Report with a fix plan in priority order, plus a map
- Optional
- We carry out the fixes, or your team does
How it runs
The stages of a typical estate audit setup. Yours may skip some or add others.
Inventory
Every automation on every platform is listed, including the ones running on a personal account.
Trace
Each workflow is followed end to end: what triggers it, what it reads, and what it writes.
Test
We check how each workflow fails. The dangerous ones fail without telling anyone.
Rank
Findings are ordered by what a failure would cost you. How easy they are to fix comes second.
Harden
Alerting, safe retries and credential clean-up go in, done by us or by your team.
In detail
What the audit routinely finds
10- Workflows failing with no alerting
- Retries that duplicate records when they should resume
- Credentials on a personal account or an expired token
- Two workflows writing to the same field with different rules
- Model calls with no spend cap
- Automations nobody can explain and nobody dares switch off
- Test workflows still running against live systems
- No audit trail for actions taken on customer records
- Hard-coded values that should be configuration
- Workflows only one person understands, with no documentation
What you get
This list goes into the scope document, and we check the finished work against it.
- 1Inventory of workflows, triggers, credentials and destinations
- 2A map of what connects to what
- 3Failures that no alert covers today
- 4Risk register ranked by what each failure would cost
- 5Cost per workflow, including model spend
- 6Fix plan in priority order, written for your team to carry out
Questions
Do you need production access?
Read access is enough for the audit. Fixing things needs more, scoped and time-limited, and only if you want us to do that work.
What if we built it all ourselves?
Most estates we see were built in-house, one workflow at a time. The audit looks at what yours needs now that it has grown.
Is the report useful without hiring you to fix things?
Yes. The fix plan is written for your own team to carry out.
Start with a scope
We write a short document first: what gets built, what it needs from you and what it costs. You decide whether to go ahead after reading it.