Audit & map
We interview the people doing the work, draw the real state machine, and pick the highest-leverage automations first.
04 / Automation
Remove drag. Keep humans deciding.
A working automation system for your real workflows. AI drafts, you decide.
- Workflow Audit
- Make.com
- API Integrations
- Internal AI Tools
- SOPs
What's included
- 01
Workflow audit
Map current processes, identify top drag points, and score feasibility.
- 02
Make.com / n8n / Zapier builds
Connecting the tools you already use — no rip-and-replace.
- 03
API integrations
Custom connectors when no native integration exists.
- 04
Internal AI tools
Chatbots over your docs, AI-assisted drafts, and categorization.
- 05
CRM / pipeline setup
HubSpot, Pipedrive, or Notion pipelines with auto-tagging.
- 06
Lead routing & handoff
Round-robin assignment, auto-replies, and escalation rules.
- 07
Review request workflow
Auto-triggered after purchase or visit — with human approval gates.
- 08
Reporting bots
Daily or weekly summaries to Slack, WhatsApp, or email.
- 09
Document automation
Invoices, proposals, and contracts generated from templates.
- 10
SOPs & training
Written playbooks and Loom walkthroughs per workflow.
Who it's for
- Operators inside small companies who can't justify a full engineering hire.
- Teams drowning in manual handoffs — email, WhatsApp, spreadsheets.
- Businesses that want AI to draft and humans to decide — not the other way around.
- Anyone who's tried Zapier once and gave up because nobody documented it.
Deliverables
- Workflow audit + automation map
- Top 3 priority flows built and tested
- API integration plan
- Human approval gates + audit logs
- SOPs per workflow
- Rollout checklist + training notes
How we work
Build & gate
Working flows with human approval gates, audit logs, and rollback plans — nothing goes live without a sign-off path.
Train & maintain
SOPs, Loom walkthroughs, and a maintenance window so the system keeps working after we leave.
Related work
Classified examples and working models that overlap with this system.
Start with context, not a sales pitch.