Workflow audits, practical pilot builds, and steady support

We help you choose the right admin problem to solve, build a working pilot, and keep it reliable without turning it into a six-month project.

Workflow Audit

Not sure which workflow is worth fixing first? We document the current process, find the manual handoffs, and rank opportunities by time saved, risk, and ease of adoption. You leave with a clear first pilot or a recommendation to leave AI out of it.

What's included

Interviews with the people who do the work

Mapping of 3 to 5 high-friction workflows

Simple effort, risk, and time-saved ranking

A recommendation for the first pilot to build

Clear call-outs where AI is not the right fix

Short summary of findings and next steps

Pilot Build

You know the workflow is costing too much time. We build one narrow, reliable automation from start to finish, using your existing systems wherever possible and keeping your team in the loop.

What's included

One pilot workflow, built end-to-end in 2–4 weeks

Integration with your existing CRM, inbox, or spreadsheets — no new platform unless it’s genuinely needed

A defined before/after metric agreed upfront

Staff walkthrough so your team can run it day to day

Your accounts and data stay under your control throughout

Monitoring & Improvement

Once a workflow is live, it needs care. We monitor usage, fix small breaks, tune prompts or automations, and help decide what to improve next based on what staff are actually using.

What's included

Ongoing monitoring so breakages get caught before your team notices

Monthly usage review against the agreed before/after metric

Fixes and adjustments as your workflow or tools change

Priority support for live workflow issues

Regular review of what to fix next

Not sure which service fits?

Book a free call — we’ll tell you honestly what makes sense for your situation.