The process
We turn how you work into something that works for you.
No software handed over, no dashboard to learn, no prompts to write. Four stages, and only two of them need you in the room.
Stage 01
We map your workflow
It starts with a working session: usually one long conversation, sometimes a morning of watching over your shoulder. We ask about every step, every exception, every “oh, and when that happens I do this instead”.
That level of detail is the whole point. An automation built on a rough sketch of your work breaks the first time reality shows up. One built on how you actually work doesn't.
field notes · session 1
- triggernew request lands in the shared inbox
- exceptionrush jobs skip the queue, phone first
- judgmentpricing depends on who's asking
- rulenothing quoted above $5k without a review
- toolthe numbers live in a spreadsheet from 2019
Stage 02
You approve the plan
We come back with a plain-language map of the automation: what kicks it off, what runs on its own, where judgment is involved, and, most importantly, the exact moments that stop and wait for your sign-off.
You correct us until the map matches reality. Nothing gets built until you've approved where the machine ends and you begin.
the plan you approve
Stage 03
We build it and run it beside you
We build the workflow and connect it to the tools you already use: your inbox, your spreadsheets, the industry portals, the website that doesn't have an integration for anything.
Then it runs alongside your normal routine while you compare its work to yours. You promote it from “watching it” to “trusting it” on your own schedule.
launch checklist
- connected to your inbox
- connected to the pricing sheet
- 47 practice runs against last month's requests
- running beside you
- running without you (when you're ready)
Stage 04
We operate it and keep watch
From launch on, the workflow is our responsibility: we host it, monitor every run, and fix failures, usually before you'd have noticed. That's what the monthly fee is.
Week after week the work just moves through: drafted, checked, filed, sent. The occasional decision that should stay human still comes to you; everything else just happens.
a quiet month of operation
30 days · 214 runs
1 failure: caught and fixed before 9am. You read about it; you didn't deal with it.
What to expect
Honest timelines
Every workflow is different, but a typical engagement looks like this:
Day 1
A 30-minute call. We tell you honestly whether your workflow is a fit. Some aren't, and we'll say so.
The first weeks
The working session, the plan you approve, and the build. You'll hear from us often; you'll work for it rarely.
From then on
The workflow runs and we operate it. Your involvement is reading the results, and asking for changes as your process evolves; that's part of the deal.
Start with the call.
Bring the workflow you're tired of. We'll tell you what it would take, and what it would save.