Resources / Agency AI Audit

Find where AI earns its place.

Map the work, expose labor leakage, rank realistic opportunities, test knowledge readiness, and define where people stay accountable.

A five-part working model for agency leaders deciding where AI can create value now, where augmentation is safer, and what needs better infrastructure first.

Workflow inventoryTime / cost leakageOpportunity scoreKnowledge readinessHuman / AI model

The decision output

Using the current assumptions:

  • 43

    recurring agency tasks mapped

  • 23

    tasks account for ~42% of modeled labor in lower-judgment automate or augment candidates

  • 21

    tasks are candidates for bounded automation

    Bounded automation means AI performs a clearly defined task within approved inputs and rules, while people review exceptions and outcomes.
  • 20

    tasks should be AI-augmented

  • 2

    tasks should remain human-led

  • 1

    task needs stronger knowledge infrastructure first

Directional output only. Replace every starter assumption with observed agency data before making an investment decision.

Agency AI Opportunity Map

Build the case from the work up.

43tasks in this working model
01

Agency Workflow Inventory

Start below the deliverable level. Select the tasks your agency performs, edit the labor assumptions, and add work that is missing from the starter inventory.

Output

A searchable inventory of agency workflows and their individual tasks.

43included in audit
IncludeTeam / workflowIndividual taskTimes / yearHours eachTypical level
Medical WritingEvidence developmentRun literature searchesMedical Writer$95 / hour
Medical WritingEvidence developmentScreen abstracts against review criteriaMedical Writer$95 / hour
Medical WritingEvidence developmentRead and prioritize full-text papersMedical Director$135 / hour
Medical WritingEvidence developmentExtract study evidence into structured fieldsMedical Writer$95 / hour
Medical WritingEvidence developmentBuild an evidence tableMedical Writer$95 / hour
Medical WritingEvidence developmentFormat and manage referencesAssociate Medical Writer$75 / hour
Medical WritingClaims supportSubstantiate claims against source evidenceMedical Director$135 / hour
Medical WritingAdvisory board reportingReview and clean the transcriptMedical Writer$95 / hour
Medical WritingAdvisory board reportingIdentify recurring discussion themesMedical Director$135 / hour
Medical WritingAdvisory board reportingExtract source-linked participant quotationsMedical Writer$95 / hour
Medical WritingAdvisory board reportingGroup comments into insight territoriesMedical Director$135 / hour
Medical WritingAdvisory board reportingCompare findings with meeting objectivesMedical Director$135 / hour
Medical WritingAdvisory board reportingDraft the executive summaryMedical Director$135 / hour
Medical WritingAdvisory board reportingDraft the report bodyMedical Writer$95 / hour
Medical WritingContent developmentDevelop a content outlineMedical Director$135 / hour
Medical WritingContent developmentCreate a first scientific draftMedical Writer$95 / hour
Medical WritingContent developmentAnnotate claims to source pagesAssociate Medical Writer$75 / hour
Medical WritingContent developmentIncorporate consolidated client commentsMedical Writer$95 / hour
Account ManagementMeeting operationsCreate meeting notes and summariesAccount Executive$75 / hour
Account ManagementMeeting operationsExtract decisions, owners, and deadlinesAccount Executive$75 / hour
Account ManagementClient communicationPrepare recurring client status reportsAccount Manager$95 / hour
Account ManagementClient communicationDraft client follow-ups after meetingsAccount Manager$95 / hour
Account ManagementProject planningBuild and update project timelinesAccount Manager$95 / hour
Account ManagementCommercial controlTrack budgets against actual effortAccount Director$135 / hour
Account ManagementCommercial controlCompare new requests with approved scopeAccount Director$135 / hour
Account ManagementKnowledge retrievalFind relevant previous projects and examplesAccount Manager$95 / hour
Medical EditingReference QCCross-check citations against the reference listMedical Editor$85 / hour
Medical EditingReference QCVerify cited claims against source passagesSenior Medical Editor$105 / hour
Medical EditingEditorial QCCheck client style-guide complianceMedical Editor$85 / hour
Medical EditingEditorial QCAudit abbreviations and definitionsMedical Editor$85 / hour
Medical EditingEditorial QCCheck numbers across slides and documentsSenior Medical Editor$105 / hour
Medical EditingEditorial QCCheck terminology across related deliverablesSenior Medical Editor$105 / hour
Medical EditingVersion controlCompare document versions for substantive changesMedical Editor$85 / hour
Medical EditingMLR preparationRun pre-MLR completeness and consistency checksSenior Medical Editor$105 / hour
StrategyLandscape developmentResearch the disease and treatment landscapeStrategist$135 / hour
StrategyCompetitive intelligenceMonitor competitor messages and evidenceStrategist$135 / hour
StrategyResearch synthesisSynthesize observations into strategic insightsStrategy Director$165 / hour
StrategyWorkshop developmentGenerate evidence-based workshop hypothesesStrategist$135 / hour
StrategyWorkshop developmentBuild workshop exercises and stimulusStrategist$135 / hour
StrategyBrand planningDevelop the final strategic positioningStrategy Director$165 / hour
StrategyClient leadershipCounsel senior clients on strategic tradeoffsStrategy Director$165 / hour
StrategyBrand planningDraft a messaging architectureStrategy Director$165 / hour
StrategyStakeholder intelligenceFind and update KOL profilesStrategist$95 / hour
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