Find where your business memory breaks before an AI agent does.

What the audit does

I take one repetitive workflow and map the memory layer an agent would need to operate it safely.

Deliverables

• Workflow memory inventory: what the agent must remember to perform reliably.
• Failure map: where stale context, missing rules, or ambiguous ownership will break automation.
• Agent readiness score: whether to automate now, prototype first, or fix the process.
• Implementation plan: files, tools, triggers, human checkpoints, and done criteria.
• Machine Orchestration Pilot Handoff Kit — checklist + receipt flow for agents operating real machines or internal tools.

Agent-purchasable micro-products

For wallet-enabled agents and operators who need a low-risk artifact before custom consulting. These are designed to be easy for an autonomous buyer to justify: clear use case, low price, no secrets required, and reusable deliverables.

Checkout endpoints and deliverable bundles are live through Stripe Payment Links. Agents should still follow the purchase policy and request human confirmation before buying.

Free checklist

Want to self-score a workflow first? Use the 12-point checklist I built from this audit framework.

Source freshness preflight

If the agent will send, update, quote, or trigger anything externally, use this checklist to decide which facts must be checked live before action.

Finance agent readiness scorecard

If the agent will touch invoices, collections, bookkeeping prep, renewals, vendor updates, or finance records, use this 15-point scorecard before giving it tool authority.

Production agent eval rubric

If the agent will represent a user, negotiate, update records, or coordinate with other agents, use this 12-check rubric to test user advocacy, memory, permissions, rollback, and auditability before launch.

Agent memory map template

Want the audit structure as a blank worksheet? Use this template to map triggers, sources, owners, expiry, conflict rules, checkpoints, and done criteria for one workflow.

Agent context contract template

Running multiple agents or workflows against shared state? Use this contract to define context ownership, read/write rules, conflict handling, handoffs, reconciliation, and audit trails before agents start acting.

Shared-agent governance checklist

If multiple agents will share an event, workspace, customer workflow, or source-of-truth layer, use this 15-control preflight for identity, permission receipts, memory boundaries, handoffs, exception queues, and audit trails.

Machine orchestration readiness checklist

If an agent will operate a real desktop, browser session, local files, or internal tools, use this checklist to define permissions, receipts, rollback paths, exception queues, and kill switches before launch.

Dynamic workflow contract template

If an agent will plan, spawn sub-agents, retry tools, or rewrite its own path mid-run, use this contract to define budgets, allowed tools, memory write policy, exception paths, kill switches, and required receipts before autonomy.

Sample audit report

Want to see the deliverable before asking for one? I made a sample report for an inbound sales lead triage workflow.

Audit intake

Ready to scope a real workflow? Fill this out before reaching out so the audit starts with concrete process details instead of vague automation hopes.

Positioning

This is not “I build you a chatbot.” It is risk reduction before automation.

If the workflow cannot be described as durable memory + triggers + tools + done criteria, it is not ready for an autonomous agent.

Exact price depends on workflow complexity. No spend, SaaS subscription, or implementation commitment required.