Run an Audit: overview

The end-to-end 13-step lifecycle for running an AI readiness audit in Audity.

Audity structures every engagement as a sequential lifecycle. Each step builds on the last, and the platform gates certain steps until earlier ones are complete. This page maps the full lifecycle and links to the detailed guide for each step.

The 13-step lifecycle

Step reference

Step	What happens
1. Project setup	Create a named project and set the client scope
2. Client profile	Capture the company profile being audited
3. Web intelligence	Run automated web research on the client (50 credits)
4. Discovery	Complete the discovery questionnaire
5. Documents	Upload client documents for AI analysis
6. Interviews	Capture and analyse stakeholder interviews
7. Analysis	Run the AI synthesis across all gathered inputs
8. Frameworks	Apply AI-readiness frameworks to the analysis
9. ROI calculations	Generate ROI projections
10. Stakeholder memos	Auto-generate stakeholder memos
11. Opportunity matrix	Review and refine the opportunity matrix
12. Final report	Compile the consolidated final report
13. Deliverables	Export the full deliverables bundle

Navigating the lifecycle

The project dashboard shows your current position in the lifecycle and surfaces the next required action. Steps that are locked appear greyed out until their prerequisites are met.

Limits and credits

Some steps consume credits or have per-analysis timeouts. See Analysis limits for a full breakdown.

Plan availability

All plan tiers (Solo, Team, Enterprise) can run the full audit lifecycle. Team and Enterprise plans unlock collaboration features and higher credit ceilings.