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Free AI assessmentAnswer 15 questions about one process and see where AI could help.
Start an assessmentFind where AI could help your business, and what to leave alone
A focused half-day session that maps your workflows, assesses which tasks AI could help with and gives you a prioritised shortlist and a 90-day plan. The shortlist can include ideas we advise against, and the session may conclude that no AI project is worth starting yet.
- Shortlist includes what not to pursue
- Time and cost estimates for each opportunity
- 90-day plan for what you take forward
- No software sold, no vendor commissions
Why it matters
Check where AI fits before spending on tools
Buying a tool before you know which task it is for can mean weeks of setup with little to show for it. A discovery workshop looks at your workflows first, so any spending on tools or build time goes on tasks that have been assessed.
An AI discovery workshop is a structured half-day session where a specialist maps your workflows and assesses which tasks AI could help with. You leave with a prioritised shortlist, which can include ideas not worth pursuing, and a 90-day plan for any you decide to act on.
See it run
AI workshop in practice
The workflow as it runs day to day, with a person signing off at the end. Sample data.
- Write the prompt togetherFor a task from your own workExercise
- Generate a first draftUsing the approved toolModel
- Mark what needs checkingFacts, figures and toneReview
- Check against the sourceBefore anything is usedReview
Agenda
How the discovery session works
Four stages that move from where your team's time goes to a decision about what, if anything, to do first.
- Process and time audit
We map where your team's time goes, which tasks repeat, which ones hold other work up and where manual effort is highest. We do this in conversation with the people who do the work.
- Opportunity shortlist
From the audit, we shortlist the AI opportunities that look worth pursuing and rank them by impact and effort. We also note ideas that should not go ahead, and why. Each item is a specific task, for example drafting replies to a common type of enquiry.
- Effort and savings estimates
For each shortlisted opportunity, we estimate the time it could save and the cost to put in place. You see what each one could be worth to your business, what it would cost and the assumptions behind both figures.
- 90-day action plan
We finish by sequencing the opportunities you choose into a 90-day plan: what to do first, what to do next and what to leave until later. If nothing on the shortlist is worth acting on yet, the plan says what would need to change first.
Deliverables
What you leave with
Four outputs from the session. They are yours whether or not you work with us afterwards.
The opportunities worth acting on first, ranked by impact and effort, and any ideas we recommend not pursuing.
Our estimate of what each shortlisted opportunity could save each week and what it would cost to build or set up.
A sequenced plan with next steps for the opportunities you decide to take forward.
Other opportunities we identify during the session, to revisit once the first ones are running.
Why Us
Why businesses choose Reformat Labs for their AI discovery workshop
Our discovery process is designed for small and medium-sized businesses deciding whether and where to start with AI.
We identify the tasks in your business, by role and workflow, where AI could help, and estimate what each is worth.
We prioritise by effort and impact, so the plan starts with what is quickest to put in place and most useful to your team.
We do not sell software or have preferred vendors. The shortlist is based on your workflows and budget.
If AI is not the right answer for a task, or the process needs fixing before anything else, the shortlist says so.
Faq
Common questions about the discovery workshop
What we look for, how we prepare and who should attend.
What do you mean by a quick win?
An AI opportunity that can be put in place with modest effort, without a custom system or a long implementation project. Examples include drafting emails, summarising documents, preparing first-pass reports and qualifying inbound leads. What counts as a quick win depends on your business.
How do you identify opportunities if you don't know our business yet?
We send a short questionnaire before the session. Your answers, together with the first part of the session, give us enough to start identifying opportunities with you.
We've already started looking at AI. Is there still value in a discovery session?
It can be useful. The session looks at what else could help and the order to do it in. It may also show that what you already have is enough for now.
What if the opportunities you identify are things we can implement ourselves?
That is fine. Some clients act on the plan themselves. Others ask us to help build one or more of the tools. There is no obligation either way.
How long does the session take?
The discovery workshop is a half-day session with a break part-way through. We confirm the timings with you when we plan it.
Who should attend from our side?
The founder or managing director, plus one person who knows the operational detail of day-to-day workflows. You do not need technical staff in the room.
Talk to us
Enquire about a discovery workshop
Bring the task your team spends most time on and the tools you already use.