# Saudi SME Automation Audit Checklist

Use this before buying tools or building agents. The goal is to find one workflow where AI can remove repeated work, reduce chasing, and produce a measurable result within 14 days.

## 1. Workflow Entry

- [ ] List every channel where work enters: WhatsApp, calls, email, forms, DMs, CRM, walk-ins.
- [ ] Circle the channel where opportunities or requests get buried most often.
- [ ] Write the first owner who usually sees each request.

## 2. Repetition

- [ ] Identify work that repeats every week.
- [ ] Mark copy-paste tasks between systems.
- [ ] Mark repeated replies or repeated customer questions.
- [ ] Mark reports that require manual assembly.

## 3. Missing Information

- [ ] List details that are usually missing from requests.
- [ ] Decide which missing fields AI can ask for automatically.
- [ ] Decide which missing fields require a human.

## 4. Ownership and Approval

- [ ] Assign an owner for each request type.
- [ ] List approvals that slow work down.
- [ ] Mark decisions AI can draft but not send.
- [ ] Mark decisions that must never be automated without review.

## 5. Data and Trust

- [ ] Identify sensitive data: customer, health, payment, employee, private documents.
- [ ] List systems that store or process that data.
- [ ] Decide where the source of truth should live after the chat or request.
- [ ] Define what should be logged quietly.

## 6. Arabic and WhatsApp

- [ ] Mark workflows where Arabic tone affects trust.
- [ ] Mark workflows that happen mainly in WhatsApp.
- [ ] Decide where Najdi warmth is appropriate.
- [ ] Decide where formal Arabic is required.

## 7. Metric

Pick one truth metric:

- [ ] Response time.
- [ ] Manual hours saved.
- [ ] Missed follow-ups.
- [ ] Error rate.
- [ ] Time to approval.
- [ ] No-show rate.
- [ ] Lead conversion step.

Baseline today: ____________________

Target after 14 days: _______________

## 8. First Pilot

- [ ] One workflow.
- [ ] One owner.
- [ ] One metric.
- [ ] One week of real usage.
- [ ] Human approval visible.
- [ ] Fallback path defined.

## Score Candidate Workflows

| Workflow | Frequency 1-5 | Time Cost 1-5 | Revenue Impact 1-5 | Risk Reduction 1-5 | Data Access 1-5 | Easy Review 1-5 | Total |
| --- | --- | --- | --- | --- | --- | --- | --- |
| | | | | | | | |
| | | | | | | | |
| | | | | | | | |

Start with the workflow that scores high on value and is easy to review.

## Next Step

If one workflow clearly stands out, turn it into a short brief:

1. What enters?
2. Who owns it?
3. What AI drafts, summarizes, routes, or reminds?
4. What stays human-approved?
5. What metric proves it worked?

Then request a focused automation quote:
https://azizme.com/contact?service=ai-automation&offer=sme-audit