Start with the real process.
We map the trigger, information needed, steps, and person responsible. Then we choose one useful workflow and define what a successful result looks like before adding more complexity.
Stop re-entering the same information across your tools. Start with one repeated task—routing a new request, creating a follow-up, or updating a job status—and build a workflow with a clear trigger and a clear result.
Discuss your projectFor work you repeat across the same tools: copying form entries, assigning follow-up tasks, or collecting job updates. A good first project has a defined starting event and a result you can check.
We map the trigger, information needed, steps, and person responsible. Then we choose one useful workflow and define what a successful result looks like before adding more complexity.
Integrations depend on the access, APIs, permissions, and plans supported by your providers. We confirm requirements and third-party costs before committing to a connection.
We define what happens when information is missing, a provider is unavailable, or a step fails. The scope identifies notifications, manual review, and testing. Any AI-assisted step needs agreed limits and a person responsible for reviewing its output.
Your proposal sets the deliverables, review rounds, timeline, ownership, and quote. Hosting, paid tools, and ongoing support are explained separately before work begins.
We first check what your systems support. Some have suitable APIs or integrations; others have limits or paid requirements. The proposal confirms what can be built and what depends on a third party.
Describe one repeated task: what starts it, which tools you use, what happens next, and where someone has to step in. That gives us a practical starting point for the scope.
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