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Free AI assessmentAnswer 15 questions about one process and see where AI could help.
Start an assessmentFind where your team could recover time
In an introductory call, we discuss a time-consuming process in your business and whether a closer look would be useful. Bring an estimate of the workload if you have one. Our aim is to find up to 10 hours a week of routine work in a role that AI could take on, and some roles will have less.
- Cost
- Free, no obligation
- Length
- 30 minutes
- Where
- Online
- With
- A Reformat Labs consultant
Request a call about where your team's time goes
Times shown in UK time
Walk Away
What you'll leave with
The call is an initial discussion. By the end, you should have the following.
A discussion of the admin tasks that take the most time in your team, by role and by how often they happen.
The tasks that look most worth changing, and the ones that are better left as they are.
For the tasks we discuss, the kind of tool or approach that could work and what we would need to find out to estimate the time it could save.
This might be something you can do yourself, a tool to try, a proposal from us, or no change at all.
Fit
Who this is for
The call is most useful for businesses in the situations below.
This is for you if
You run a small or medium-sized business with a team
Your team spends time each week on repetitive admin
You are interested in AI but have not found a clear starting point
You have tried AI tools and not yet seen the time savings you expected
You want specific suggestions for your own business
This isn't for you if
- ×
Your business has already mapped its processes and put AI into use across them
- ×
You are a large organisation looking for an enterprise-wide programme
- ×
You want a full written plan from a single call
- ×
You are looking for a demonstration of a particular AI product
Ten Hours
Four common admin tasks we look at
These tasks are common in small businesses. The time AI could save on each depends on your volumes and process, so we estimate it from your own figures.
| Task | Typical Time | With AI | Description |
|---|---|---|---|
| Chasing and processing invoices | read, keyed in and matched by hand | data extracted and matched, exceptions checked by a person | AI can extract data from incoming invoices, match it against purchase orders, flag discrepancies and draft payment reminders. A person reviews the exceptions and approves payments. |
| First-draft email responses | each reply written from scratch | drafts prepared for a person to check and send | Many routine emails follow a pattern. An assistant configured with your tone and standard answers can draft replies for a person to check and send. |
| Meeting notes and action tracking | notes typed up after the meeting | summary drafted from a recording, then checked | Transcription and summary tools turn a recorded meeting into a summary with actions, owners and deadlines, which someone checks before it is shared. |
| Report generation | figures copied between systems by hand | report compiled automatically, then reviewed | Regular reports that draw on spreadsheets, CRM or accounting software can be compiled and formatted automatically, then checked before they are sent. |
Agenda
What the call covers
The call follows a short agenda so that it ends with something you can use.
- Your business and where the time goes
We ask about your team, the roles that carry the most admin and where you think time is being lost. You do not need to prepare anything.
- Talking through the tasks
We go through your main admin tasks and discuss which could be handled by AI, by ordinary automation or by a change to the process, and what each would involve.
- Possible next steps
We finish by agreeing whether a closer look would be useful and, if so, what it would cover.
Consultant
Who you'll be talking to
The call is run by a consultant from the Reformat Labs team.
The consultant will ask about the work your team does and how it is done now, and discuss which tasks might change and which are better left alone.
Where possible, we match you with a consultant who knows your sector.
Results
Results from our case studies
These results come from individual client projects. Each figure covers one task in one business.
| Size | Industry | Result | Detail |
|---|---|---|---|
| Contract review | Legal services | 72 to 11 minutes | First-pass contract review time fell from an average of 72 minutes to 11, about 85% less time. |
| Client reviews | Financial services | About two-thirds less time | Client review preparation time was cut by about two-thirds. |
| Viewings | Estate agency | 22% more viewings | 22% more viewings handled without adding headcount. |
| Quotes | Trade business | Quotes in 20 minutes | Quotes are prepared in 20 minutes, compared with half a day previously. |
Each result relates to one project and the task measured. Your result will depend on your process, data and systems.
Faq
Questions about the call
What people ask before requesting a call about their team's time.
Is this really free?
Yes. There is no charge for the call and no obligation afterwards. If a paid piece of work would help, we will say so, and the decision is yours.
What do you need from us before the call?
Nothing formal. It helps if the person joining knows how the team's day-to-day work runs. If you have a rough estimate of how long a task takes each week, bring it.
Who should join from our side?
The founder or managing director, ideally with one person who knows the detail of the team's daily work. One person is fine if that is easier.
Will you try to sell us something on the call?
The call is about your tasks. If paid work from us would be a natural fit, we will mention it at the end, and you can decide later.
What happens after the call?
If we agreed a next step, we follow up on it. If not, nothing else happens unless you get in touch.
What if my business is quite different from the examples?
The tasks that take time are often similar across sectors: email, documents, data entry and reporting. If none of them apply to your business, we will say so on the call.
What if we already use some AI tools?
Tell us what you use and what it does. We will focus on the tasks your current tools do not cover, and on whether the tools you have could do more.