Before
Inquiries land in different places and follow-ups depend on memory.
After
Every lead is captured, routed, and followed up—while edge cases wait for a person.
Forms · Email · Calendar · CRM
What we automate
Find the friction
worth fixing first.
The best first workflow is usually repetitive, measurable, and annoying enough that your team has built a workaround. Here are four useful starting points.
Before
Staff read files, rename attachments, and re-enter details by hand.
After
Information is extracted, checked, structured, and sent to the right place.
PDFs · Email · Drive · Accounting · CRM
Before
Every week starts with downloading, cleaning, reconciling, and formatting.
After
A consistent report arrives on schedule and links back to the source.
Spreadsheets · Databases · Dashboards · Email
Before
Answers live across documents and people, interrupting the same experts.
After
Your team gets a dependable first answer with a clear human handoff.
Docs · Help desk · Slack · Email
How we start
The Workflow
Opportunity Map.
A fixed-scope, fixed-fee first engagement. We map one area of work, put a rough cost on the friction, and give you a ranked, plain-language list of what to automate first. No passwords or system access needed. You keep everything, whether you build with us, with someone else, or in-house.
See the real process
A current-state map of one area of work, built from short walkthroughs with the people who do it: who does what, in which tool, and where it waits or breaks.
Put a cost on it
A friction and cost estimate using your numbers, with every assumption written down, plus the 2–4 baseline measures to capture before any build.
Know what to do first
A ranked list of opportunities (do now, later, or don’t), a recommended first build, a guardrails note on what must stay with a person, and a read-out call.
A rough estimate
See the capacity
hiding in the handoff.
Use this as a conversation starter, not a promise. We’ll validate the real baseline together.