How It Works
Our process is structured, transparent, and designed to minimize risk while maximizing impact.
From initial audit to deployment, we work collaboratively to build automation systems that fit your operations—not the other way around.
Discovery & Audit
System Design
Build & Integration
Deployment & Iteration
Discovery & Audit
We start by understanding your current operations in detail. This isn't a sales call—it's a structured audit of your workflows, tools, and bottlenecks.
What We Do:
- • Map your current manual workflows and identify automation opportunities
- • Audit your existing tools and integration points
- • Identify high-impact areas where automation will create the most value
- • Document edge cases, exceptions, and failure modes
What You Get:
A clear assessment of what can be automated, what the impact will be, and what the implementation will involve. No surprises, no vague promises.
System Design
Before writing any code, we design the complete system architecture—defining how AI, automation, and orchestration will work together to replace your manual workflows.
What We Do:
- • Design the decision logic (what the AI needs to understand and decide)
- • Map the automation workflows (what actions get triggered and when)
- • Define the orchestration layer (how the system handles complexity and edge cases)
- • Plan integrations with your existing tools and data sources
What You Get:
A detailed system design document that shows exactly how the automation will work, what it will do, and how it will integrate with your operations. You'll understand the system before we build it.
Build & Integration
We build the system according to the approved design, integrating it with your tools and testing it against real scenarios from your operations.
What We Do:
- • Build the AI decision layer with appropriate models and prompts
- • Implement workflow automation across your tools
- • Create the orchestration logic that ties everything together
- • Test the system against real scenarios and edge cases
- • Iterate based on testing results and your feedback
What You Get:
A working system that's been tested and validated against your actual operations. You'll see it in action before it goes live.
Deployment & Iteration
We deploy the system into your production environment and monitor its performance closely, iterating based on real-world usage and feedback.
What We Do:
- • Deploy the system to production with appropriate monitoring
- • Train your team on how the system works and how to handle exceptions
- • Monitor performance and identify areas for improvement
- • Iterate on the system based on real-world usage patterns
- • Provide ongoing support and optimization
What You Get:
A live automation system that's handling real work, with ongoing support to ensure it continues to perform as your operations evolve.
Want to See How This Applies to Your Business?
Book a strategy call to walk through your operations and explore what automation could look like for you.
Book a Strategy CallTimeline & Expectations
Most projects take 6-12 weeks from kickoff to deployment, depending on complexity and integration requirements. We work in structured phases with clear milestones and regular check-ins.
You'll be involved throughout the process—reviewing designs, providing feedback, and validating that the system meets your needs. This is a collaborative engagement, not a black box.
After deployment, we provide ongoing support and iteration to ensure the system continues to perform as your operations evolve.
Ready to Get Started?
Book a strategy call to discuss your operations and see if custom AI automation is the right fit.
Book a Strategy Call