How to Choose an Automation Consultant
By JETZT AI · November 8, 2026
A good automation consultant starts by understanding your process before proposing technology, shows a working demo on your own data, integrates with the systems you already have, and agrees clear scope, security controls and success measures up front. Be wary of anyone who promises results before they have seen how your team actually works.
What to look for
- Process first: they ask how work flows today, including exceptions, before naming a tool.
- Proof on your data: a working demo on your own examples, not just slides.
- Integration skill: they work with your CRM, ERP, databases and APIs instead of asking you to switch.
- Clear scope and timeline: defined deliverables, a go-live date and what happens after.
- Security and control: access limits, audit records and human review where it matters.
- Measurable outcomes: agreed measures such as time saved or errors reduced, tracked against the manual baseline.
Questions to ask before you sign
- How will you learn how our team works before building anything?
- Can you show a prototype on our data before we commit to full deployment?
- Which of our systems will you connect to, and with what level of access?
- What happens when the automation is unsure or gets something wrong?
- Who maintains it afterwards, and who owns the result?
Custom build or off-the-shelf tool
Off-the-shelf tools suit common, standardised jobs and are quick to start. A custom build makes sense when your workflow is specific, spans several systems, or needs rules and guardrails unique to your business. Many teams use both.
How JETZT AI works
JETZT AI follows the same approach it recommends: research how your team works, show a working demo on your data, then deploy, typically in about 2 to 3 weeks, on top of the systems you already run.
Frequently asked questions
- What does an automation consultant do?
- They analyse your workflows, decide what to automate, build or configure the automation, connect it to your systems and help you measure the result.
- How long does an automation project take?
- It depends on scope. A focused, single-workflow build can take a few weeks; JETZT AI typically deploys in about 2 to 3 weeks.
- Do I need technical staff to work with a consultant?
- Not necessarily, but you need someone who knows the process well and can approve access to the relevant systems.