Workflow discovery
A map of the current process, systems, handoffs and recurring friction, with a shortlist of opportunities based on usefulness and feasibility.

Practical automation and carefully scoped AI workflows that connect your tools and reduce repetitive work.
Let’s talkWe start with a repetitive workflow, then map its inputs, decisions and handoffs. Automation is scoped around a specific task, with human review and data handling considered before implementation.
A map of the current process, systems, handoffs and recurring friction, with a shortlist of opportunities based on usefulness and feasibility.
A defined workflow with inputs, actions, approvals and exception paths, connected to the systems your team already relies on where practical.
An agreed pilot or integration, with access permissions, operating costs and data handling considered before enabling external services.
Realistic scenario checks, operating instructions and clear ownership for reviewing outputs, resolving exceptions and maintaining the workflow.
Observe the process and agree on the specific burden to reduce. Establish what success would look like using an available baseline.
Implement a bounded workflow and test it against realistic inputs, including the cases that need human review.
Document access, monitoring and responsibilities. Expand only when the pilot demonstrates a useful, supportable improvement.
No. A straightforward integration or rules-based automation can be more predictable for many tasks. AI is considered when the task benefits from interpreting or generating unstructured content and its limitations can be managed.
We first review the tools, available integration methods and account permissions. Feasibility and any vendor costs are confirmed before committing to an implementation.
Data access, external processing and retention need to be agreed before the workflow is enabled. The design should use only the information needed for the task and identify the people responsible for approving its use.