Service · Intelligent Automation
The handoffs between your tools, done without a person
Most of the work your team calls admin is moving the same information between a form, an inbox, a spreadsheet, and an invoice. Automation takes that path over, and only asks a human when the case is genuinely unusual.
- We automate paths that already exist, not paths someone wishes existed
- Rules first; AI only where the decision needs judgement
- Every run is logged, so you can see what it did and why
- A stop switch on every workflow, owned by you
What you get
Deliverables, not slideware
- 01
Workflow inventory with volumes
Which handoffs happen, how often, and how many minutes each one takes today.
- 02
Automated paths in production
The high-volume routes wired end to end across the tools you already run.
- 03
Exception queue
One place where the cases the system refuses to guess on wait for a person, with context attached.
- 04
Run log and alerting
A record of every execution and a notification when something fails, before a customer notices.
- 01quote-request → CRM → estimate draft
- 02 volume: 62/week · manual: 9 min · status: automated
- 03invoice-approved → accounting → client email
- 04 volume: 40/week · manual: 6 min · status: automated
- 05custom pricing request
- 06 volume: 7/week · routed to exception queue
How it runs
What actually happens, step by step
No discovery theatre. Each step ends with something you can read or use.
- 01
Watch the work
We sit with the people doing it and record the actual clicks, not the documented process.
- 02
Pick by volume
Highest frequency times minutes saved. The long tail waits.
- 03
Wire and shadow
The workflow runs alongside the manual process until the outputs match.
- 04
Cut over and log
The team stops doing it by hand; the run log becomes the audit trail.
Tangible
What lands in your hands
Named objects with a format and a week attached, so the handover is easy to picture.
Working automation
One process running end to end, on your data, with a human approval step.
Deployed servicePhase oneOperating runbook
What to do when it fails, who to call, how to roll back.
PDF · 8 pagesFinal weekEvidence dashboard
The numbers that prove it worked, refreshed daily.
Live URLWeek 5Source repository
Yours from day one, including the prompts and the evaluation set.
Git repo + READMEWeek 1
Operating Runbook
Failure modes, rollback steps, and who owns each alert.
This is the real template, with client figures replaced by representative ones. Read it before you talk to us — if the format is not useful to you, the engagement will not be either.
Before and after
What the change looks like in the week
Red is the cost you carry today. Green is what the system gives back.
Today
- The same numbers typed into three systems every day
- Work sits until someone remembers to move it forward
- Nobody can say how long a request actually takes
- Mistakes are found by the customer, not by you
After
- The handoff happens the moment the trigger fires
- Only genuine exceptions reach a person
- Cycle time is a number on a screen
- Failures alert your team before they reach a customer
Objections
Answered before you ask
Do we have to replace our tools?
No. This work assumes you keep the tools you have. We automate the space between them, and only recommend a replacement when a tool has no way in or out.
What happens when the automation is wrong?
It routes to the exception queue instead of guessing, and every run is logged. You can pause any workflow yourself without calling us.
How is this different from AI agents?
Automation follows a known path. Agents handle open-ended back-and-forth like conversations and follow-up. Most companies need some of both, and the Diagnostic says which.
Keep going
Where people look next
Related work, the category this sits in, and the proof behind it.
One next step, and it is a paid one on purpose
The AI Opportunity Diagnostic is a fixed-scope engagement. You leave with a ranked plan you can act on with us or without us.
Still sizing the problem? Write to us in your own words first. A person reads it.