Start with one process
What do you want automated?
Tell us where the work starts, who handles it now, and what a good result looks like. We will reply within two business days.
Useful details to include
- How many times the process runs each week or month
- Which tools, inboxes, or spreadsheets it touches
- Where the work waits, breaks, or needs rework
- Who owns the final decision or output
What happens next
A short review before any project is proposed
We read the process description and look for a clear trigger, repeated handling, stable inputs, and an output that can be checked. If the process looks like a useful automation candidate, we arrange a call with the person who knows the work.
That call is about the current operation. We ask for recent examples, monthly volume, handling time, common exceptions, system access, and the cost of mistakes. We also ask what has already been tried. Those facts tell us whether the first step should be a process audit, a small build, or no automation at all.
Good first projects
Bring a queue with volume and a named owner
Lead routing, invoice intake, support triage, recurring reporting, client onboarding, and controlled content production are common starting points. Each has a recognisable input, repeated steps, and a result the team can review.
A first project does not need to automate the full department. We may recommend one part that can be measured in four to eight weeks. That might be classification and routing while a person still approves every response.
If you want to compare patterns before writing, browse our AI workflow examples or read how we structure an AI agent workflow.
Before the call
You do not need a technical brief
A screen recording of the current job, three recent examples, and a rough monthly count are often enough for the first conversation. You do not need to choose an AI model, automation platform, or database before speaking with us. Those decisions follow the process requirements.
It helps to include the person who performs the work and the person accountable for the result. They often see different risks. One knows where inputs arrive incomplete. The other knows which errors affect customers, cash, or reporting.
We will be direct if the process is too rare, too unstable, or too poorly owned to automate yet. A useful answer may be a smaller workflow, a clearer operating rule, or a short consulting review before any software is built.