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SME Audit Deliverable Flow

Full SME Audit System production flow — produces a complete 2-week operational audit deliverable for a small/medium business in a single agent run.

Type: Flow Domain: Operations Vertical: SME Audit Version: v1.0.0 Last tested: 2026-06-03 Cost per run: ~$0.54 (Apify + DeepSeek + Gemini + Resend + Airtable)

:material-github: Source on GitHub · Drive canon · CHANGELOG

Trigger prompts

flow-audit-deliverable: client = "Al Mansoori Drilling Services", tier = Standard.

Run the SME audit flow on https://www.almansoori-drilling.ae. Engagement tier: Premium.

I just signed a $3K SME audit engagement with [client name]. Build the full deliverable package.

What it produces

A complete audit package in a dated client folder, plus a chat summary.

Output structure

~/clients/<slug>-<date>/
├── 00-EXEC-SUMMARY.md      ← one-pager for the client
├── 01-intake.md            ← intake form + auto-pulled data
├── 02-bmc.md               ← 9-block Business Model Canvas
├── 03-pestel-forces.md     ← PESTEL + Porter's 5-Forces
├── 04-gap-analysis.md      ← 12 functional areas, heatmap + table
├── 05-roadmap.md           ← 90-day roadmap (Gantt-style)
├── 06-vendors.md           ← vendor shortlist per top gap
├── 07-package/
│   ├── audit-report.pdf    ← compiled, branded
│   ├── dashboard.html      ← interactive
│   └── cover-hero.png      ← 16:9 Gemini-generated cover
└── DELIVERY-LOG.md         ← sent timestamps, Airtable IDs

Chat summary (after run)

✅ SME Audit Complete — Al Mansoori Drilling Services LLC

Top 3 findings:
  1. No digital QA tracking; QMS docs on paper (HIGH, 5.5 maturity delta)
  2. No procurement approval workflow (HIGH, 4.2 delta)
  3. No customer feedback loop (MEDIUM, 3.0 delta)

Recommended next step: 30-min call to walk through the package
Pricing for follow-on: $5K implementation (90-day roadmap delivery)

Full deliverable: ~/clients/almansoori-drilling-2026-06-03/

Inputs

  1. Client — name + website URL (or just name if the agent will find it)
  2. Vertical — auto-detect or specify
  3. Geography — for vendor + regulatory context (default: UAE)
  4. Engagement tier — Express ($1.5K) / Standard ($3K) / Premium ($7.5K)
  5. Existing data — any prior notes, Airtable records, emails (optional)

Tool stack (all from ~/.hermes/.env)

Tool Use Env var
Apify Website crawl, social scrape, employee count APIFY_TOKEN
Exa Industry research, competitor intel (in web_search_plus)
DeepSeek Synthesis + scoring + narrative DEEPSEEK_API_KEY
Gemini Hero image for report cover GEMINI_API_KEY
Resend Deliverable email to client RESEND_API_KEY
Airtable CRM record + engagement tracking AIRTABLE_API_KEY

Workflow (8 stages, ~30 min wall clock)

# Stage Time What happens
1 Intake 2 min Auto-pull website, LinkedIn, reviews, employee count, revenue band
2 Business Model Canvas 5 min DeepSeek generates 9-block BMC, cross-references public data
3 PESTEL + 5-Forces 5 min Industry scan, competitive intensity
4 Gap Analysis 8 min 12 functional areas, scored 0-5, top 5 gaps identified
5 90-Day Roadmap 5 min Quick wins (W1-2), medium (W3-6), strategic (W7-12)
6 Vendor Shortlist 3 min 2-3 vendors per top gap (regional + international)
7 Package 2 min Stitch to 00-EXEC-SUMMARY.md, hero image, HTML dashboard
8 Delivery 1 min Airtable record, Resend email, log

Source files

File Path Version
Source flow design drive/00-canon/operations/sme-audit/00-flow-audit-deliverable-v1.0.0-2026-06-03.md v1.0.0
Lead skill canon/operations/sme-audit/flow-audit-deliverable/SKILL.md v1.0.0
CHANGELOG canon/operations/sme-audit/flow-audit-deliverable/CHANGELOG.md v1.0.0
Public skill skills/skill-flow-audit-deliverable/SKILL.md v1.0.0

Install

# Drop the skill into your Hermes skills folder
git clone https://github.com/ah-alhawar/agentcraft
cp -r agentcraft/skills/skill-flow-audit-deliverable/ ~/.hermes/skills/

# Restart Hermes (or /reload-skills in-session)

# Then paste a trigger prompt:
flow-audit-deliverable: client = "Your Client", tier = Standard.

Version + last tested

  • v1.0.0 — released 2026-06-03
  • Last tested: 2026-06-03 against a mock HVAC contractor in Abu Dhabi. All 8 stages completed; cost ~$0.52.

Cost estimate (per audit)

  • Apify: ~$0.30 (4 scrapes)
  • DeepSeek: ~$0.15 (all synthesis calls)
  • Gemini: ~$0.04 (cover image)
  • Exa (via web_search_plus): ~$0.05
  • Total: ~$0.54 per audit (vs $3K-$7.5K billed to client)

Failover

Failure Fallback
Apify down Use web_extract_plus for website + manual LinkedIn lookup
DeepSeek quota Fall back to Gemini Flash (same cost tier)
Resend auth fail Generate email draft in markdown, save locally
Gemini image fail Skip cover, use text-only deliverable

Known limitations

  • Single org per run; multi-org rollups are a future flow
  • Dashboard is interactive HTML only — no PDF print stylesheet
  • Mock intake data when sources are sparse; flagged in deliverables

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