We connect the tools you already use, produce what is missing in the flow, and add AI only where information has to be interpreted.
Run the audit on your siteLet’s talk about AI automationCopying data, looking for attachments and chasing updates takes time every day. We identify the repeatable activities and separate the certain rules from the steps that require interpretation.
The phases describe the usual order in which these elements are approached, not a calendar. “What we start from” lists what is needed on your side: where a piece does not exist yet — a page, a content, a flow, a tool — producing it enters the scope of the work. Times and costs are defined in the brief: there is no price on this page. To see what the structure of your site says today, the free audit reads any public URL: no payment, no account.
Inputs, owners, timings and the points where the work stops today.
Moving and transforming data between tools with the APIs and permissions available.
Extraction, classification or summarising with checks on the output and review criteria.
Retries, operational notifications and a manual path when data or services are not available.
In AUTOMATE the first job is not AI: it is the flow. Rules, deadlines, transfers and predictable checks are handled without models, and those are put in order first. A model is useful where information has to be interpreted — a long request to summarise, an attachment to classify, a text to connect to a record — and only when a rule is no longer enough. It often starts from a flow already built in BUILD or in CRM & follow-up. What says whether it worked — activities completed, human interventions left — is agreed beforehand, with GROW.
Which repetitive step has a recognisable input and a recognisable result? Choose one frequent, bounded activity. Define rules, exceptions and an owner; consider AI to interpret information when a simple rule is not enough.
These are the situations described in Where to start, in the same shape in which you choose them: not a classification of sectors, but the point where you begin.
Examples of the activities, access to the tools and criteria for recognising a correct result. If a step in the flow has no tool yet, we build it. We assess the data needed and the costs of the services before automating.
We test a normal case, incomplete data, duplicates and an interrupted service. We measure completed activities and the human interventions still required.
Not every activity can be automated: you need a recognisable input and result, and enough repetition for the work to be worth doing. We do not promise “AI in the process”: if a rule is enough, the rule wins, because it is more predictable and costs less to maintain. An integration has to be able to fail visibly — keeping state, reporting the problem, allowing recovery without repeating actions already taken. No automation starts without an owner of the flow. And no duration is stated here: it is defined on the scope. An automation nobody can explain to the people who use it is not maintainable.
No. Rules, deadlines and predictable transfers are handled with deterministic automations.
The workflow has to keep state, report the problem and allow recovery without repeating the actions already taken.