Which workflows, in what order, and what each one would take
Before anything is built, we map how the work actually flows through your business and say which two or three processes are worth automating, which are not, and what the first one would take. The deliverable is a written document you keep whether or not you hire us for the build.
What we build
- A workflow map of the processes that cost the most time
- A ranked list of candidates with the reasoning for each, including the ones we would leave alone
- For the first candidate: what it connects to, where the approval step sits, and what success would be measured by
- A cost view: what the build would take and what the ongoing model usage looks like
What you keep
- The written readiness review
- A prioritised roadmap and a comparison of the options
- An executive summary you can hand to a partner, a board or a bank
Where it shows up
- Trades and home services
- Is it the phones, the quotes or the invoicing that is costing you the most, and which one to fix first
- Professional services
- Where an AI draft is safe and where a licensed person must stay in the loop
- Churches and nonprofits
- What can be automated with a small office and volunteers, and what should stay personal
Guardrails
We treat an agent that can act as a production system, because it is one. Every agent we deploy has these four things.
- Defined task boundaries
An agent does the job it was built for and nothing adjacent. The boundary is written down before it runs.
- An audit log
Every action the agent took, with what it saw and what it decided, in a log you can read.
- A human approval step
Anything that touches money or customer records waits for a person to say yes.
- A rollback path
If it goes wrong, there is a known way back, tested before launch, not improvised after.
Related work
Back-office automation
The repeatable work done without a person retyping it
Learn moreCustomer-facing agents
Inbound messages answered with your real order and account context, and the edge cases handed to a person
Learn moreAI cost management
Usage instrumented and spend controlled, treated like cloud cost rather than an afterthought
Learn more