AI Automation Audit System
Find out which AI tools are worth keeping — and which to cut
A complete methodology and toolkit for evaluating your AI spend. Includes inventory worksheets, ROI calculators, evaluation frameworks, decision matrices, and a structured audit process your whole team can follow.
What's inside
Score each AI tool across 6 weighted criteria to get a clear KEEP / OPTIMIZE / REPLACE / CUT recommendation.
| Criterion | Weight | ChatGPT Team | Jasper AI | Notion AI |
| Task-AI Fit | 25% | 8/10 | 5/10 | 7/10 |
| Adoption Reality | 15% | 9/10 | 3/10 | 6/10 |
| Quality Impact | 20% | 7/10 | 4/10 | 6/10 |
| Time Savings | 15% | 8/10 | 5/10 | 7/10 |
| Cost Efficiency | 15% | 6/10 | 3/10 | 8/10 |
| Risk Exposure | 10% | 7/10 | 6/10 | 5/10 |
| Weighted Score | 7.45 | 4.15 | 6.60 | |
| Recommendation | KEEP | CUT | OPTIMIZE |
Files included
Everything included
- 5-phase audit methodology (Inventory → Baseline → Evaluate → Decide → Plan)
- AI Tool Inventory Worksheet (Excel + Google Sheets)
- Automation Opportunity Scorer — 6 scoring criteria
- Per-tool ROI Calculator with time, cost, and quality metrics
- AI Tool Evaluation Framework — 6 weighted criteria → KEEP / OPTIMIZE / REPLACE / CUT
- Decision Matrix — compare up to 5 alternative tools on 7 weighted criteria
- Stakeholder Audit Report Template with confidence assessment
- Quick-Reference Card (printable 2-page summary)
- 16 AI-assistant prompts including 4 red-team and verification prompts
- Step-by-step Implementation Checklist
- Complete worked example (TechFlow Agency scenario) with pre-filled spreadsheets
Who it's for
- Business owners spending $200–5,000/month on AI tools
- Operations managers asked to 'implement AI' without evaluation criteria
- Consultants advising clients on AI adoption
- Team leads evaluating AI tool requests
- Freelancers overwhelmed by AI tool options
Not designed for
- Evaluating a single AI tool you haven't purchased yet (use the Decision System instead)
- Technical model benchmarking (accuracy, latency, token pricing)
- Organizations that don't currently use any AI tools
How it works
1. Inventory
Document every AI tool, subscription, and integration. Record costs, users, and adoption levels.
2. Baseline
Establish pre-AI metrics for each process: time, cost, error rate, output quality.
3. Evaluate
Apply the 6-criteria weighted scoring framework — task-AI fit, adoption reality, quality impact, time/cost savings, risk exposure, alternative cost.
4. Decide
Each tool gets a clear recommendation: KEEP, OPTIMIZE, REPLACE, or CUT. Compare up to 5 alternatives on 7 weighted criteria.
5. Plan
Score and prioritize new automation opportunities across 6 factors. Build the roadmap.
“Why not just ask AI?”
AI can generate generic frameworks. Here's what this system provides that a prompt cannot:
Tested methodology, not generic advice
The 6-criteria weighted scoring framework produces consistent, comparable results across tools — not a different answer every time you prompt.
Structured spreadsheets, not paragraph output
Pre-built CSV templates with formulas, scoring logic, and formatted outputs that work in Excel and Google Sheets.
Worked examples with real numbers
The TechFlow Agency scenario shows a complete 9-tool audit with actual scores, costs, and recommendations — not hypothetical examples.
Stakeholder-ready reports
The audit report template produces a document you can present to leadership, not a chat transcript you need to reformat.
Version 1.1
Last updated August 15, 2026
Added 4 red-team AI prompts, updated evaluation criteria weights
Frequently asked questions
How long does an audit take?
Quick Mode takes 2-4 hours (under 5 tools). Full Mode takes 7-13 hours across 3-5 days. The worked example shows a complete 9-tool audit.
What format are the files?
CSV spreadsheets (open in Excel or Google Sheets) and Markdown guides (open as text or convert to PDF). No special software needed.
Can I use this for my clients?
Yes. The personal license covers your use for your own business or as a consultant delivering audits to clients.
What if I'm not satisfied?
We offer a 30-day money-back guarantee. If the system doesn't work for you, email us for a full refund.
One-time purchase · Instant download
What you get: CSV spreadsheets (Excel + Google Sheets), Markdown guides, report templates, and AI-assistant prompts. Works on any device.