Process discovery
We sit with the people doing the work and map it honestly — including the undocumented steps everyone actually uses.
Delete the busywork,
keep the judgement.
Somewhere in your business, capable people spend four hours a week moving data between systems. We find those hours, automate them, and show you the measurement against how it worked before.
31 hrs
Saved per week, best result
92%
Of a workflow handled without a human
6 wks
Median payback period
§ 01Scope
Everything included in AI Automation.
Scope is agreed in writing before we start. Nothing on this list is an upsell discovered halfway through.
Workflow agents
Agents that read inbound requests, look up context, take an action and draft the reply, with escalation when they are unsure.
Systems integration
CRM, helpdesk, ERP, email, spreadsheets and internal tools connected properly, with retries and error alerting.
Document workflows
Invoice processing, application triage, contract review and report generation — high volume, high tedium, low judgement.
Sales & marketing ops
Lead enrichment, routing, follow-up drafting, CRM hygiene and reporting that assembles itself before the Monday meeting.
Measurement
Time saved, error rate, throughput and cost, compared against the baseline we recorded before anything changed.
§ 02 — Our approach
Automate one workflow properly before automating ten badly.
The failure mode in this work is enthusiasm: a dozen half-finished automations that each need babysitting, which is worse than the manual process they replaced. We take one high-volume workflow, get it genuinely reliable including the edge cases, prove the saving, and only then look at the next one.
§ 03Delivery
Four stages, no black box.
STEP 01
Map & measure
Shadow the process, document every step and branch, and record the current time cost and error rate.
STEP 02
Prototype
Build the automation on a narrow slice with a human approving every action, so failures are visible and harmless.
STEP 03
Prove
Run in parallel with the manual process for two weeks and compare accuracy and time directly.
STEP 04
Roll out
Progressive handover of decisions to the automation, with monitoring, training and a documented fallback.
§ 04 — Toolkit
The tools behind the work.
We pick tools for how well they will age, not for how they look on a capabilities slide. Everything here is something we use weekly.
Claude
OpenAI
Python
n8n
Make
Zapier
HubSpot
Salesforce
Zendesk
Google Workspace
Airtable
Our reps used to spend every morning pricing freight by hand. The agent reads the request, prices it against live rate cards and drafts the reply. Six minutes average quote time, and the team is now doing the part of the job that needs a person.
AH
Adeel Hussain
COO, Orbit Logistics
§ 05Questions
AI Automation questions we get asked.
Which processes are worth automating?
High volume, repetitive, rule-heavy work with a clear input and output — quoting, triage, data entry, reporting, first-line support, invoice processing. If it takes judgement, context and negotiation, it should stay with a person, possibly with an assistant helping them.
Will this replace people on our team?
In every engagement we have run, the outcome was reallocation rather than redundancy — the same team handling more volume, and spending their time on the parts of the job that need a human. We think that is the right framing to set with your team before starting, and we will say so.
What if the automation makes a mistake?
It will, occasionally, which is why we design for it. Confidence thresholds, human approval on anything consequential, error alerting, full audit logs and a manual fallback that stays functional. We also measure the error rate against how often the manual process got it wrong, which is rarely zero.
How long until it pays for itself?
Median payback across our projects is about six weeks, and we model it up front from the baseline measurement. If the numbers do not clear the bar, we will tell you before you commit to the build.
Do we need to replace our current software?
Almost never. These automations sit on top of the tools you already pay for and connect them. Replacing core systems is a much larger project and rarely the right first move.
§ 06Related
Often paired with
AI Solutions
Assistants and models grounded in your own data, with evaluation, guardrails and a cost ceiling you approve.
ExploreAI Chatbots
Support and sales bots trained strictly on your documentation, honest about limits and quick to hand over.
ExploreDigital Marketing
Paid, social and lifecycle campaigns with the measurement built first, so every channel earns its budget.
Explore
Next step
Tell us what you are trying to fix.
Thirty minutes, no deck. You will leave with a straight opinion on scope, timeline and budget — even if you never work with us.
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