Customer cloud
Align the deployment with your approved cloud account, region, network, and environment strategy.
AI Automation Opportunity Scanner
Turn messy workflows into a prioritized automation roadmap
A guided workflow assessment helps your team capture recurring work, review supporting files, answer targeted follow-up questions, and see what to automate first and why.
Guided
intake and workflow mapping
Reviewed
evidence and follow-up answers
Report + brief
clear next steps
6 ways the scanner turns workflow chaos into a roadmap
From structured intake and evidence review to ranked opportunities and implementation briefs
Guided Intake & Workflow Mapping
The scanner captures company context, recurring tasks, bottlenecks, approvals, tool usage, and business impact in a guided flow so the analysis starts with real operating detail.
Step-by-step
workflow capture
- Capture recurring work, handoffs, approvals, and owners
- Record pain points such as delays, errors, and exception handling
- Collect rough labor and impact assumptions for ROI estimation
- Save a structured submission instead of relying on one freeform prompt
Evidence Review & Targeted Follow-Up
Customers can upload PDFs, screenshots, CSVs, notes, and process documents. The system reviews that evidence and asks focused follow-up questions when important details are missing.
Files + notes
reviewed and summarized
- Upload evidence such as SOPs, screenshots, exports, and pasted notes
- Extract tools, actors, approvals, handoffs, and recurring steps
- Ask targeted follow-up questions when the workflow is unclear
- Keep the analysis grounded in evidence instead of guesswork alone
Current Workflow Map
The scanner maps the current workflow from intake answers, evidence summaries, and follow-up answers so recommendations reflect how the process really runs today.
Current state
workflow rebuilt
- Reconstruct triggers, steps, actors, tools, outputs, and exceptions
- Preserve approval points and manual handoffs that slow delivery
- Create a stronger basis for prioritization than anecdotal workshop notes
- Keep workflow details available for review and refinement
Priority Scoring & Solution Fit
Every opportunity is ranked for impact, effort, feasibility, priority, and confidence, then matched to the right solution approach so simple work is not overcomplicated.
Ranked
opportunities with fit checks
- Score impact, effort, feasibility, and confidence using consistent criteria
- Classify each workflow as workflow automation, AI extraction, knowledge search, multi-step automation, or not a strong fit yet
- Apply guardrails so savings estimates stay conservative and reviewable
- Highlight quick wins separately from larger strategic initiatives
Executive Report & Roadmap
The main output is a report that summarizes the top recommendations, expected value, confidence, quick wins, strategic projects, and a phased implementation roadmap.
Prioritized
report-ready output
- Executive summary with recoverable hours and annual value
- Ranked opportunity cards with first steps, risks, and dependencies
- Impact-versus-effort view for faster leadership decisions
- Roadmap grouped into quick wins, medium-term projects, and strategic work
Implementation Brief
For the strongest opportunities, the scanner can generate a practical implementation brief that helps move from recommendation to delivery planning.
Delivery-ready
next-step handoff
- Summarize current state, future state, integrations, and approvals
- Call out exceptions, risks, and success measures
- Support engineering, consulting, or internal implementation planning
- Bridge the gap between a good idea and a real execution plan
How We Classify AI Opportunities
The audit does more than find ideas. It identifies which intelligence pattern each workflow actually needs so you do not overbuild simple work or underbuild strategic opportunities.
DeepSpeed AI
The Intelligence Stack
Each layer does what it does best, and the audit tells you where a workflow belongs inside the stack.
Applications
Where teams feel the value
- Copilots
- Dashboards
- Workflow automation
- AI assistants
Coordination Layer
How systems are coordinated
- Routing rules
- Decision steps
- Tool use
- Monitoring
Intelligence Core
Which model or knowledge layer does the work
- Reasoning models
- Task-specific models
- Knowledge retrieval systems
Automations & Actions
How insight becomes action
- CRM updates
- Ticket routing
- Follow-ups
- Triggered workflows
Governance, Audit, Compliance
How deployments stay safe and explainable
- Usage tracking
- Quality checks
- Policy enforcement
- Audit logs
Audit Output
Workflow-to-Pattern Decision Map
For every high-value candidate workflow, we recommend the right delivery pattern and explain why.
Workflow CandidateBusiness value + feasibility review
Standard Automation
Deterministic steps and rule-based workflows
- Data sync
- Approval routing
- Scheduled reporting
Prompt Workflow
Language tasks that need reasoning but not custom training
- Drafting emails
- Summaries
- First-pass analysis
Knowledge Search
Tasks that must use current internal knowledge
- Policy answers
- Customer context
- Knowledge-grounded support
Specialist Model
High-volume narrow tasks where accuracy and cost matter
- Classification
- Extraction
- Risk detection
Multi-Step AI Workflow
Multi-step work spanning multiple systems and actions
- CRM updates
- Escalation chains
- Cross-tool workflows
What You Actually Get
From Workflow Discovery to Model Strategy Map
01
Current Workflow
Map the actual process, systems, bottlenecks, and manual handoffs.
02
Discovery + Process Mapping
Document where work starts, stalls, loops, and requires human effort.
03
ROI + Feasibility Analysis
Quantify value, dependencies, implementation effort, and operational risk.
04
Recommended AI Pattern
Choose workflow automation, prompt-based assistance, knowledge search, specialist models, or a multi-step AI workflow.
05
Validation Plan
Define evaluation criteria, success thresholds, and rollout guardrails.
06
Implementation Roadmap
Translate the strategy into quick wins, high-impact projects, and strategic builds.
Private Edition
Deploy the scanner inside the boundaries your enterprise controls
Private Edition is a customer-controlled deployment option configured around your cloud, identity, data, and AI governance requirements—without forcing sensitive workflow material into a shared operating model.
Identity & access
Connect your identity provider, SSO, roles, and approval boundaries to the scanner experience.
Storage boundaries
Keep scanner records and supporting files in customer-approved storage with defined residency and access controls.
Retention & deletion
Apply customer-defined retention schedules, archival rules, and deletion workflows to submitted materials.
Audit & monitoring
Route access activity, audit events, and operational logs into approved monitoring and review processes.
Approved AI endpoints
Restrict AI processing to approved model endpoints, gateways, regions, and providers, including customer-managed endpoints where required.
Customer materials
Your operational knowledge stays yours
Your organization retains ownership of all data, documents, process descriptions, workflow artifacts, and other materials it provides. Those customer materials do not become DeepSpeed AI product IP.
Ownership options
Choose the operating model that fits procurement
Private Edition can be licensed in more than one way. The following options are not included by default and are scoped separately.
Discuss Private Deployment
Architecture, security controls, commercial rights, and delivery boundaries are defined together before implementation.
What the scanner makes visible
The output replaces vague automation brainstorming with structured, evidence-backed decisions
Workflow Visibility
Less guesswork during automation planning
Evidence Coverage
Recommendations grounded in real workflow evidence
Prioritization Clarity
Faster leadership decisions on what to do first
Pattern Selection
Avoid overbuilding simple work
Action Readiness
Easier handoff into delivery
Conservative Value Model
More credible business cases
How the scanner works
From guided intake to roadmap and implementation brief
Step 1
Company & Team Context
Capture the business function, team, tools, and operator context around the workflow.
Step 2
Workflow Inventory
Document recurring tasks, owners, handoffs, frequency, and where work slows down.
Step 3
Pain Points & Economics
Capture delays, rework, error-prone steps, labor assumptions, and business impact.
Step 4
Evidence Upload
Add documents, screenshots, exports, and notes that show how the workflow actually runs.
Step 5
Targeted Follow-Up
Answer targeted follow-up questions based on workflow gaps and evidence summaries.
Step 6
Current Workflow Map
Map the current workflow, including triggers, approvals, exceptions, and outputs.
Step 7
Prioritization & Report
Score the best opportunities and generate a prioritized report with roadmap and confidence notes.
Step 8
Implementation Brief
Generate a delivery-ready brief for the best opportunity when a team wants the next level of detail.
Example scanner outcomes
How teams can move from workflow confusion to clear automation priorities
Finance Operations
Accounts Payable Team Finds the First Automation Wins Faster
Challenge
Invoice intake, routing, approvals, and exception handling were spread across inboxes, PDFs, spreadsheets, and ERP updates. The team knew the work was painful but lacked a structured way to prioritize where automation would actually help.
Solution
The scanner captured the current process, reviewed supporting evidence, generated follow-up questions, and surfaced the strongest opportunities around invoice extraction, approval routing, and exception triage.
Results
Quick wins
made visible in one report
Ranked
opportunities with confidence notes
Brief-ready
handoff for the top workflow
"The scanner made the first priority obvious instead of leaving us with another long list of ideas." — Illustrative finance operations scenario
Revenue Operations
Customer Onboarding Gets Mapped from Handoff Chaos to Clear Priorities
Challenge
Customer onboarding depended on manual handoffs between sales, implementation, support, and finance. Delays came from missing documents, scattered notes, and inconsistent follow-up.
Solution
The scanner mapped the onboarding workflow, highlighted where information stalled, and separated standard automation opportunities from workflows that needed more flexible AI support.
Results
Current state
workflow reconstructed
Pattern fit
called out by workflow
Roadmap
organized into quick wins and strategic work
"Instead of debating where the problem was, the scanner showed the handoffs, bottlenecks, and best starting points." — Illustrative onboarding operations scenario
Support & Internal Operations
Support and Knowledge Work Stops Getting Lumped into One "AI Agent" Bucket
Challenge
The team had a mix of repetitive triage, document lookup, and exception-heavy coordination work, but every conversation was collapsing into vague talk about building an agent.
Solution
The scanner ranked the work conservatively and classified each opportunity into workflow automation, AI extraction, knowledge-backed support, or multi-step automation only when the workflow truly needed it.
Results
Not overbuilt
simple work kept simple
Evidence-backed
confidence added to recommendations
Implementation brief
available for top opportunities
"The biggest win was clarity: what needed automation, what needed retrieval, and what was not a good fit yet." — Illustrative support operations scenario
Scanner Flow
What happens after someone starts the guided workflow
Step 1
Guided Intake
- Capture company, team, and workflow context
- List recurring tasks, owners, and tools involved
- Record pain points, approvals, and exception patterns
- Save a structured submission for review
Step 2
Evidence & Clarification
- Upload documents, notes, screenshots, or exports
- Extract workflow-relevant facts from the evidence
- Ask targeted follow-up questions where details are missing
- Finalize the workflow context before scoring
Step 3
Scoring & Report
- Reconstruct the current-state workflow from all available inputs
- Identify the strongest automation opportunities
- Score impact, effort, feasibility, priority, and confidence
- Generate the executive report and phased roadmap
Step 4
Brief & Next Steps
- Review the top-ranked opportunities and roadmap
- Generate an implementation brief for a selected opportunity
- Export or share the report and brief
- Use the output to plan delivery with your team or implementation partner
Frequently Asked Questions
Common questions about the Automation Opportunity Scanner
Start the scanner and see what should be automated first.
Run the guided intake, upload supporting evidence, and turn workflow pain into a ranked report with a clear next step.