30-MINUTE CONVERSATION
Find the right first job.
We look at what repeats, who handles it, your tools and where the work gets stuck. If a simpler fix is the better option, we say so.
First, one workflow. Then, the evidence.
From an initial conversation to a 45-day pilot and a measured decision about what comes next.
BEFORE THE PILOT
Agree what “working” means.
We document the workflow, access, exclusions, approval rules and acceptance criteria. We record a baseline and confirm the pilot and continuation terms in writing.
45-DAY PILOT
Put it to work, carefully.
We configure the system, review examples and introduce it with your process owner. Outgoing messages need approval. You give feedback; we monitor and correct the workflow.
EVIDENCE REVIEW
Decide what happens next.
We inspect quality, exceptions, usage and the time your team still spends reviewing. Continue, improve or stop. Add the next workflow only when the first earns its place.
What we need from you.
A process owner, representative examples, access to the agreed tools and time to review. We set the schedule together once those inputs are ready.
What you get from us.
A bounded workflow, documented rules, onboarding, monitoring and an honest review. A person to call when something needs attention.
What should I prepare before a discovery call?
Bring one recurring task, a rough weekly workload and the names of the tools involved. You do not need a technical brief. Discuss representative examples without sending confidential customer documents through the booking form.
How do you decide whether a workflow is ready?
We look for repeatable steps, usable information, clear exception rules and a person who can review the results. If the process is unclear or the workload is unknown, define or measure it first. AI implementation is not always the right next step.
What happens when information is missing or a connection fails?
We define these cases before launch. For example, an enquiry without a date or quantity needs clarification, not an invented answer. Agree who receives the exception, how they take over and how duplicate actions are prevented after a retry. Test those situations alongside normal examples during the pilot.
How is success measured?
Compare a baseline with the pilot using the same type of work. Count accepted outputs, corrections, missed exceptions, review time and running costs. Faster draft generation alone is not evidence of a useful result.