The One-Workflow Engagement

1. Step 1

   Map

   We sit down with the people who do the work today and document each step of the current process: how often it happens, where it stalls, and what a miss costs.

   You get Workflow Plan. One page covering the job, the tools involved, who approves, and the single number we'll use to judge success.

2. Step 2

   Build

   We set up the workflow in your accounts, connect only the systems it needs, and write the instructions the AI works from using your prices, policies and tone of voice.

   You get The working workflow, plus an Access Sheet listing exactly what it can read, write and send.

3. Step 3

   Prove

   We run it against real cases from the last few months with approval switched on. We review every output with you and fix problems before a customer sees anything.

   You get Test log with results, and a go-live decision we make together.

4. Step 4

   Hand off

   Your team learns to run it, approve drafts and spot trouble. We write the runbook in plain English so it doesn't depend on one person.

   You get Runbook, team walkthrough, and a 30-day review against the success number.

Timelines are typical for a single workflow. We confirm them in the Workflow Plan.

This page was last updated October 2026.