A lead comes in
Capture the inquiry, route it to the right place, prepare a reply, and flag the next follow-up.
✳ AI AUTOMATION & WORKFLOW CREATION
The repeat work.
Without the repetition.
Connect your tools and build workflows for the jobs you do every day. Use AI where it helps, and ordinary automation where that's the better answer.
START /START WITH THE TASK
A clear starting point.
A result you can inspect.
Describe the trigger, the information used, the steps, and the output. Then decide what can happen automatically and where a person must review the result.
Read the workflow guide
01 /WHAT THIS CAN LOOK LIKE
Content needs preparing
Turn an approved brief into draft captions, organize assets, and send the work for review before anything posts.
The team needs an update
Collect information from agreed sources and prepare a digest, task list, or exception report.
These are project examples, not claims about completed client work. Your requirements determine the final scope.
02 /BUILT WITH CLEAR BOUNDARIES
Useful work.
Defined permissions.
We agree on the trigger, the steps, permissions, approval points, and what happens when a tool fails. Third-party subscriptions, maintenance, and ongoing support are scoped separately.
Talk about your project1
Map the task
2
Connect the tools
3
Test the exceptions
4
Document the workflow
- AI automation
- Custom workflow creation
- Tool & API connections
- Checks, alerts & handoff
03 /THE PRACTICAL QUESTIONS
Before we build.
Does every workflow need AI?
No. If a simple rule or integration does the job reliably, that's usually the sensible choice. AI can be useful when the task involves interpreting text, drafting, or sorting information—but it still needs checks.
Can you connect tools I already use?
We'll review the actual apps, available integrations or APIs, and the permissions required. Not every tool can be connected, so that is checked before a scope is agreed.
Will it run without me checking it?
That depends on the task. We define which actions can run unattended and which require review. Sending messages, publishing content, or changing records gets a deliberate approval decision in the project scope.
DEMO /TRY A SAMPLE WORKFLOW
See the steps.
Keep the decision.
This example turns an inquiry into a prepared reply and a follow-up task, with a human review step in the middle.
Local demonstration only. No model is called, no message is sent, and no customer record is created.
SAMPLE / NOT LIVE
- 1Receive a sample inquiry
- 2Prepare a draft reply
- 3You review it
- 4Create a follow-up task
Ready to try. Start with the fictional inquiry.
PREP /BEFORE THE FIRST CONVERSATION
A better brief.
A better starting point.
You don't need a specification. These five details make it easier to discuss scope, costs, and next steps.
0 of 5 details ready
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