Workflow assessment & AI tools
Map the task, assess suitable tools, and agree what should change.
Typical deliverables
- Workflow map and current bottlenecks
- Tool recommendations and setup scope
- Success criteria and implementation plan
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AI & AutomationLess repetitive work.
AI tools · Scoped agents · Connected workflows
Less repetitive work.
More useful capacity.
Practical AI tools, assistants, and automation workflows for expert-led businesses and marketing teams. Start with one task worth improving.
Request a Strategy CallStart with a conversation. Scope and fees agreed before work.
Sample enquiry workflowDemonstration only
- Enquiry received
- Structured summary prepared
- CRM record ready for update
- Follow-up task prepared
- Awaiting human approval
No accounts are connected. Nothing will be sent or saved.
When it helpsThe work between
The work between
the work adds up.
- Enquiries are copied between inboxes, spreadsheets, and your CRM.
- Expert input gets lost between research, drafting, and approval.
- Your tools work independently, leaving your team to manage every handoff.
The offerWhat AI & Automation
What AI & Automation
covers.
Agree the deliverables, execution responsibilities, and ongoing support around your needs.
AI agents & assistants
Build a scoped assistant around agreed information, tools, and a defined human handoff.
Typical deliverables
- Task, sources, access, and output specification
- Evaluation examples and exception behaviour
- Human review and operating instructions
CRM & marketing automation
Coordinate the agreed events, records, and follow-up tasks across your tools.
Typical deliverables
- Trigger and integration map
- Data mapping, routing, and exception handling
- Testing and documentation
Content operations & ongoing care
Connect expert input, draft preparation, approval, and publishing handoff, with ongoing support as agreed.
Typical deliverables
- Reviewable drafts and approval stages
- Monitoring and correction responsibilities
- Team handover and improvement cadence
Strategy → execution → improvementOne task.
One task.
Tested before scale.
We define who does what and how the work is reviewed before delivery begins.
Discuss your workflow ↗Map one task
Identify the inputs, handoffs, exceptions, and cost of the current process.
Build a bounded pilot
Configure the workflow and any model-assisted task using approved tools and data.
Test the exceptions
Check incorrect input, missing data, access failures, and the human handoff.
Launch & maintain
Document ownership and monitor the agreed workflow.
What we need from your team
- A task owner and examples of the current work
- The tools involved and approved access to relevant data
- Agreement on what needs human approval
Execution, costs & ongoing responsibilities
Tool subscriptions, API usage, hosting, access permissions, integration limits, and ongoing monitoring are agreed before implementation. External actions and sensitive decisions need explicit approval rules.
Agree subscription and API costs, approved data, failure handling, monitoring, and a named operator.
How we assess progress
Review successful task completion, time including corrections and human review, and operating cost. No fixed time or revenue savings are guaranteed.
Practical questions
Before you decide.
What is the difference between an AI agent and automation?
Automation coordinates a defined sequence of events and actions. A scoped AI agent uses a model and approved tools to perform a task. Some workflows need both; others need no AI at all.
Can you work with our existing tools?
We assess available integrations, access, and platform limits before committing to an implementation. No specific platform compatibility is assumed.
Will it act without our approval?
We define the approval rules with you. Drafting, recommending, updating records, and sending external messages are different permissions and should be scoped separately.
How do we judge whether it is useful?
Measure successful task completion, time including human review and corrections, and operating cost against the previous workflow. No fixed savings are promised.
A conversation before a commitmentWhich task deserves
Which task deserves
a better workflow?
Tell us what you do and what you want to improve. We’ll explore the fit and agree a suitable next step.
Request a Strategy CallOpens your email app to arrange a call.