Scope
One workflow
One trigger, a defined normal path, and named exception handling.
Turn one repeated bottleneck into a working, documented workflow without starting a company-wide transformation project.
From $2,500
Fixed scope for one qualifying workflow. Final scope is agreed before work begins.
One live automation, tested against representative cases and delivered with a written SOP, recorded walkthrough, and 30 days of post-launch support.
Scope
One workflow
Delivery
7 working days
Handover
Documented
Support
30 days
What changes
The implementation is designed around concrete behavior your team can see, own, and measure after launch.
Scope
One trigger, a defined normal path, and named exception handling.
Delivery
A focused build after access and scope are confirmed.
Handover
SOP, walkthrough, ownership, and intervention instructions.
Support
Post-launch support for the delivered workflow.
Delivery
Every phase has a decision, an owner, and an observable output.
Confirm the trigger, systems, normal path, exceptions, owner, baseline, and success criteria.
Connect the approved tools, implement deterministic logic, and add bounded AI only where useful.
Run representative normal, incomplete, duplicate, delayed, and exception cases.
Add alerts, confirm permissions, write the operating procedure, and prepare the walkthrough.
Review the system with the owner, agree on rollout controls, and move the workflow into use.
Included
Final scope reflects the selected workflow, but ownership, testing, exception handling, and documentation are part of the delivery—not optional polish.
A focused workflow reaches production faster because the trigger, scope, owner, and expected result are explicit. The sprint does not attempt to automate an entire function. It completes one handoff well enough to produce real operational evidence.
Good examples include routing a qualified inquiry into the CRM, turning approved intake into a project setup, triaging a shared inbox, or assembling a recurring internal report from known sources.
If discovery reveals that data cleanup, access, or process definition must happen first, you receive a clear recommendation before build work proceeds.
Where platforms allow it, workflows are built inside accounts controlled by your business. Credentials, billing, and the decision to pause the system remain with you.
The handover explains what starts the workflow, what each step changes, how exceptions appear, and how to intervene. The goal is confident ownership after launch—not ongoing dependency.
Low-risk internal steps may run automatically after testing. Customer-facing, financial, destructive, or uncertain actions remain behind review unless the approved scope establishes a safer rule.
The first weeks are used to observe real inputs, correct missing exceptions, and confirm that the baseline outcome is moving in the intended direction.
Continue from here
Move from understanding the problem to evaluating the business case or scoping a concrete implementation.
FAQ
No. The seven working days begin after the workflow is accepted, scope is agreed, and required access and owner availability are confirmed.
The choice may include Zapier, Make, n8n, or custom integration code depending on the workflow, existing stack, usage, security, and operating owner.
The business normally owns and pays for the software accounts and usage its workflow requires. Expected third-party costs are identified during scope.
The work is narrowed to a useful first phase or scoped as a connected operations project. You receive that recommendation before implementation begins.
Yes, when one step benefits from classification, extraction, summarization, or drafting. AI output is bounded, validated where possible, and review-gated according to risk.
Describe the trigger, tools, repeated work, and current failure point. You will receive a direct view on fit, scope, and the safest first version.
Request a workflow audit