From a repetitive task to a working workflow
First, show me the work
Tell me what happens today: where the information comes from, which tools you use, who touches it, and where it gets stuck. We choose one useful starting point and agree on the scope and price before building anything. An invoice audit is one option when receivables are the problem, not a prerequisite for every project.
1. Map the process
We define what starts the workflow, what it should produce, and who is responsible for the result. We decide which steps need AI, which can use simple automation, and which need a person's judgment.
2. Build around your tools
I set up the agreed workflow in your accounts and connect the tools it needs. That might mean an inbox, calendar, spreadsheet, CRM, or accounting tool. We check what each connection supports before promising an integration.
3. Test and tune together
We walk through real examples, including missing information and unusual requests. You review drafts, check the handoffs, and approve the rules before we rely on the workflow in day-to-day work.
4. Train, document, and hand over
You and your team run the workflow yourselves. I leave a written runbook covering the normal steps, exceptions, and how to pause or change it. The schedule depends on the scope we agree together.
Your accounts. Clear approvals.
You keep control of your subscriptions and account access. We review what information each connected tool can read or send, and where human approval is needed. AI tools may process information in the cloud; using a desktop app does not make that data local-only. We discuss the data and permissions before connecting anything, and document how to revoke access.
Start with the work you want to improve
Tell me what repeats, where it gets stuck, and which tools you use.