Free automation assessment questionnaire
Start with one process that should run faster.
Complete the guided questionnaire about one repetitive workflow, disconnected system, application challenge, or AI idea. KBS Automation Solutions will review your submission and follow up with the right next step.
Start the questionnaireThe questionnaire opens in the KBS Operations Hub and takes about 5–8 minutes.
Who should complete it
Ask the person who knows the work.
A business owner, department leader, operations manager, or process owner can explain how the work happens today and what a better result would look like.
What the questionnaire covers
- Current workflow, manual steps, and bottlenecks
- Applications, business data, and employee handoffs
- Microsoft 365, Make, Zapier, n8n, API, and integration options
- Licensing, security, maintainability, and client-ownership needs
- Automation and integration opportunities
- AI use-case value, readiness, and human-review needs
What happens next
KBS reviews your submission and recommends a next step.
The questionnaire gives KBS context to assess your workflow, systems, and requirements. KBS may follow up for clarification or a focused conversation before recommending a scope or proposal.