The workflow as it really works
Inputs, tools, handoffs, judgement points and the bits currently held in one person’s head.
Use the form below to book the £49 workflow review. Bring one repeated workflow; we will map what AI should prepare, what a person must approve and what is not worth automating.
The form works best when you name one repeated workflow, not a whole-business transformation. Dreadful phrase, whole-business transformation. Best left outside.
Inputs, tools, handoffs, judgement points and the bits currently held in one person’s head.
Exactly what AI may draft, classify, summarise, extract or route before a person approves it.
What can be checked quickly, what gets escalated and what should not be automated.
A plain recommendation: install a small workflow, simplify the process first or leave it alone.
The review is designed to choose a safe starter build or say no. This avoids vague AI enthusiasm, thank heavens.
For website forms, missed calls and inbox enquiries that need a fast first reply.
For estimates, appointments or consultations that go quiet after the first contact.
For teams where customer, supplier, order and internal messages all arrive in one place.
The first paid step is fixed. Anything larger is only scoped after the review shows a safe, useful workflow worth building.
One repeated workflow mapped into the current steps, AI first-pass task, human approval rule and build/no-build recommendation.
One narrow workflow only: enquiry response, quote follow-up or inbox triage, tested on real examples before it touches live work.
If the first workflow earns trust, keep improving it or choose the next repeated workflow. If it does not, stop without a vague programme.
The review works from one repeated workflow and a few representative examples. Sensitive material can be described or redacted.
A recent enquiry, booking request, quote follow-up, order question, inbox thread or handover note.
Passwords, payment details, private medical detail, legal advice, HR issues and anything the team would not normally share externally.
We identify what AI may prepare, what a person must approve and what should stay human-owned.