If the £49 review says build, the next step is a separately quoted Starter Workflow Setup: one prepared output, one named approval point and real examples checked before live use.
The review makes the decision. A setup is the separate, quoted next step only when one workflow is safe and specific enough to build.
If the review says build, you receive a separate quote for one Starter Workflow Setup. The quote is based on the agreed input, current tools, approval rule and finished output. There is no obligation to continue after the review.
One narrow workflow is configured, tested on redacted or past examples, given a named human approval point and handed over with the failure and escalation rules clear. It is not a custom software project or a business-wide AI overhaul.
That is the preferred route. The review checks the inbox, CRM, booking tool, ecommerce platform, forms, documents or spreadsheets already involved before any new tool is recommended.
No passwords should be sent in the enquiry or review. If the review recommends a setup, the access method and limits are agreed before anything is connected. Use the narrowest access the workflow needs, keep customer-facing and sensitive actions behind human approval, and remove access that is no longer needed after handover.
Only after representative examples pass the agreed checks, risky cases are held for a person and the owner knows how to approve, reject or escalate the prepared output. Customer-facing and sensitive decisions remain human-owned.
No. The setup is handed over so your team can run the agreed workflow. Workflow Support is optional after it is live and useful; use it only if you want help keeping the rules current, fixing small issues or judging a later workflow.
A Starter Workflow Setup is ready only when ordinary examples pass, exceptions are held and one person knows what to approve, reject or escalate.
Customer-facing work still needs approval. Sensitive, financial, regulated, complaint, refund, pricing-exception or unclear cases stay with an authorised person.
See the safe AI workflow rulesA controlled handover, not permission for automatic action.
Use the missed-enquiry, quote-follow-up and shared-inbox examples to find the closest repeated route. They are worked patterns, not client results or ready-made automations.
Bring one recent, redacted example to the £49 Workflow Review. The review decides whether to build, simplify or stop; it does not commit you to setup.
Compare the three AI workflow examplesA clearer setup choice, not permission for automatic action.
Website forms, calls and emails are classified, checked for missing details and turned into a reply draft.
Quotes, appointments and order questions get the next action prepared before they go cold.
Messages are grouped by type, urgency and owner so the team can act instead of scan.
Call notes, job notes and long threads become short next-step briefs.
Patient, client, refund, complaint or policy-sensitive messages are summarised, risk-flagged and routed for staff approval.
Completed jobs, orders or appointments become timely review or check-in drafts where appropriate.
Open loops, support themes, stock/admin issues and follow-ups become a short action brief.
Each setup stays narrow: one repeated process, one prepared output, one clear human approval point.
For website forms, missed calls and inbox enquiries that need a prepared first reply.
For estimates, bookings or consultations that go quiet after the first contact.
For teams where customer, supplier, order and internal messages all arrive in one place.
The review is not finished when the diagram looks tidy. It is finished when one real example can move from input to approved output with the risk rules visible.
Run the workflow against recent enquiries, orders, bookings or inbox threads before it touches live work.
Mark which outputs can be drafted, which need approval and which must be escalated without an AI answer.
Name the person who approves, sends, tags or rejects the output so the workflow does not create a new queue.
Record what happened next: reply sent, task created, follow-up due, no-build decision or exception raised.
That is the pattern. If a workflow cannot be described in those terms, it is probably too vague to build yet.
Bring a real enquiry, quote chase, booking request, inbox thread, order question or handover. We map it, mark the approval points and tell you whether to set it up, simplify it first or leave it alone.