A clear scope.
We agree what we’ll build, what your team contributes, and how we’ll check the result. The scope also covers training and support.
Practical help for
the work that fills your day.
We help small teams automate recurring work, from customer follow-up and invoices to marketing campaigns, social media, and onboarding. We use practical AI and automation, then train your team to run it. Start with one task that takes more effort than it should.
Getting started
Start with one task.
Bring us a recurring task that takes more effort than it should. We’ll walk through it with the people who do the work, including the tools, decisions, and exceptions involved.
Tell us what’s taking too much timeA process your team can use.
A working process, practical instructions, and training on how to use what was built. Maintenance ownership is agreed as part of the scope.
A custom quote.
We provide a custom quote after we review the task. The work is scoped around your existing tools and approval rules.
What could use
less chasing?
Choose a recurring activity that creates extra work for your team. These are examples of improvements we can scope around your tools and the way you work.
Lead & customer follow-up
Inquiries sit in different inboxes, and the next step depends on someone remembering it.
Organize inquiries, prepare follow-ups, assign the next action, and remind the right person.
Marketing campaigns & social media
Campaigns and social posts get stuck across documents, inboxes, and last-minute reminders. Each launch depends on someone remembering the next step.
Organize briefs and content handoffs, route reviews and approvals, prepare scheduling, send reminders, and assemble results. Your team keeps control of the message and final publishing.
Scheduling & coordinating work
Work gets held up while people chase details, confirm availability, or pass updates along.
Collect the details needed, create tasks, coordinate handoffs, and prepare customer updates.
Invoicing & collecting payments
Completed work still needs an invoice, and outstanding payments need following up.
Prepare invoice details from completed work, track outstanding invoices, and set up payment reminders.
Accounts payable & vendor payments
Incoming invoices wait in inboxes, with no clear view of who needs to approve them.
Capture invoice details, flag missing information, route approvals, and track payment status. Your authorized approver stays in control of payment decisions.
Hiring & onboarding
Hiring happens between everything else, and every new starter needs the same explanations.
Prepare the job post and interview guide, organize applications against the criteria you set, schedule interviews, and build role-specific onboarding checklists. Your team makes every hiring decision.
Quotes & proposals
Every quote starts from scratch, and the details sit in photos, notes, and someone's memory.
Collect the request details, itemize the scope, apply your pricing, and prepare a proposal for review. Your team sets the final price.
Orders & supplier coordination
Purchasing requests, order updates, and supplier follow-ups need repeated manual attention.
Organize purchasing requests, route approvals, and connect order or inventory updates with the next task.
AI training & workshops
Your team’s experience with AI varies. The training should fit where you are.
Company-wide and small-group training, from AI fluency to process building, plus free introductory workshops for small business owners.
Explore AI trainingFrom vendor invoice
to approved payment.
An invoice arrives by email. Someone needs to check the details, get approval, and keep track of what happens next. Here’s how those steps could work together.
This example shows a possible workflow. The tools and approval steps are agreed around your business.
Read the workflow and exception guideVendor invoice to approved payment
Process drawing / 01Static view
Invoice arrives
Email, PDF, or vendor portal
AutoPicks up the invoiceRead the invoice
Vendor, amount, due date
AIReads and drafts the entryMatch to the order
Check the order and vendor record
AutoChecks the detailsNo match?Human reviewRoute to the approver
Your people. Your approval rules.
AutoFinds the right personApprove, ask, or reject
A person makes the decision
HumanReviews before paymentPay and record it
Only after approval. Receipt filed.
AutoFollows the approved next step
AI reads & draftsAuto follows rulesHuman decides
Illustrative workflow · Your team sets the approval rules.
A useful improvement,
ready for your team.
We capture the steps and instructions needed for the task we’re improving. Your team gets a working process, guidance they can refer to, and training on how to use it.
See our approach- 01
Walk through the task.
Follow the work with the people who do it. Document the steps, information, and decisions this task needs.
- 02
Build around your tools.
Choose where a clearer process, conventional automation, or AI would be useful. Build the workflow around the tools and approval rules your business uses.
- 03
Check it on real examples.
Try the workflow on representative tasks, including missing details and exceptions. Make review points and responsibilities clear.
- 04
Train your team.
Show your people how to use what was built, leave practical instructions, and agree who maintains it and what support is needed.
What does our team need to contribute?
The people who know the task help us walk through the current process and test representative examples. We agree the information, access, and decisions needed for the work in the scope.
Do we need new software?
We start with the tools your team already uses. A clearer process or a feature you already have may be enough. The task determines whether AI or conventional automation belongs in the workflow.
See how we choose the approachWhere does human review stay?
Decisions that need accountability stay with a person. Your authorized approver makes payment decisions, and your team keeps control of the message and final publishing in marketing workflows.
How is the workflow checked?
We agree how to check the result before building it. Then we try representative tasks, including missing information and exceptions, and make review points and responsibilities clear.
Who maintains it afterward?
We agree who maintains the process and what support is needed as part of the scope. Your team receives practical instructions and training on how to use what was built.
Can we start with training?
Yes. Company-wide training builds shared understanding, while small-group sessions help owners or teams work through a shared task or process. Sessions are available remotely and in person.
Explore AI trainingWhich task should come first?
Use the selection guide to compare recurring work, check what is ready, and put a first scope into words.
Choose your first workflow