Understand the process.
Map one workflow, identify repetitive steps, and assess the tools, data and review points involved.
- Workflow map and priorities
- Feasibility and access requirements
- A proposed pilot scope
How it works
A clear process.
At every step.
We identify suitable tasks, build the automation, and show your team how to use it.
A useful starting point
Bring the everyday details.
To understand your workflow, we discuss:
- The task your team repeats and what triggers it.
- The tools and information used at each step.
- Who is responsible and where judgment matters.
- What a useful result would look like.
- Access, privacy requirements, and integration options.
Scope, compatibility, timing, pricing, and support are discussed before implementation. Your team stays involved in reviewing the workflow and learning the resulting system.
See the details
What does one workflow look like?
Follow a sample enquiry from the inbox to a record ready for human review.
Explore the exampleWays to work together
Start small.
Build with a clear scope.
Choose a focused first project. Scope, deliverables and commercial terms are agreed before work begins.
Prove one useful flow.
Implement an agreed process, test it with representative inputs, and train the people who will use it.
- Defined inputs and outputs
- Acceptance checks and human review
- Training and handoff
Keep the workflow useful.
Discuss an ongoing support arrangement for maintenance, monitoring and agreed improvements.
- Named responsibilities
- Agreed monitoring and response terms
- Changes scoped separately
Platform subscriptions, API usage, hosting, support coverage and ownership are clarified in the proposal. Support coverage and response terms are documented separately.
Discuss a first projectTechnology & continuity
The tools should fit your work.
You should understand the setup.
Platform options selected around your existing systems, access requirements and budget. The final stack and its responsibilities are recorded in the project scope.
Your tools & data→Workflow + AI→Your team’s review
Prepare and interpret.
Model choice, input data, evaluation and review requirements are scoped for the task.
Connect the steps.
Connections depend on the available APIs, subscriptions, permissions and workflow complexity.
Keep context organised.
Business records can stay in agreed systems. A custom code layer is considered only when needed.
Agree the handoff before the build
Know what you own.
Know who can maintain it.
- Account ownership and administrative access
- Workflow documentation and available exports
- Credentials, dependencies and recurring costs
- Backup, maintenance and offboarding responsibilities
Transferability depends on the chosen platform, licence and custom components. Vendor logos or names do not imply partnership, certification or affiliation.
Confidentiality & data handling
Agree the boundaries.
Then connect the workflow.
Data handling is part of scoping, not an assumption made after the build.
Confidentiality first.
For an audit involving sensitive business information, agree and sign an NDA before access. Begin with a process description or redacted samples.
Define access and location.
Agree account ownership, least-privilege access, approved providers, storage locations, logging and retention. Client-managed accounts or infrastructure are evaluated where the architecture supports them.
Check the actual configuration.
Confirm model-training settings, retention, external transfers, approval points and deletion or offboarding procedures for the selected services.
No-training is not the same as no-storage.
OpenAI states that API data is not used for model training by default unless you opt in. Retention, exceptions and eligibility for additional controls vary by feature and configuration. Using an external API can involve processing outside your company’s infrastructure.
Read OpenAI’s data controls ↗Retention, hosting and external providers are confirmed for each project. Regulated data requires a separate assessment. Use the website form for an initial description, without passwords or confidential records.
From bottleneck to a workflow your team owns.
Typical planning targets for a focused pilot. We confirm the schedule, access and acceptance criteria before work begins.
Workflow Audit & ROI Mapping
We map operational bottlenecks, set data and compliance boundaries, and calculate projected hour savings before writing a single prompt.
What you receive
Workflow map, baseline and pilot success measures.
Sandbox Build & Secure Setup
We connect your platforms — n8n, Make, OpenAI and your CRM — in a test environment with error handling and fallback logic.
What you receive
Tested workflow, error alerts and a manual fallback route.
Team Onboarding & Guardrails
Your team learns to supervise AI drafts, handle edge cases and maintain quality in a focused practical training session.
What you receive
A trained workflow owner and a practical operating guide.
Full Ownership & Handoff
Workflows are built in your accounts. We hand over documentation, SOPs and agreed source or exports; ongoing monitoring is available under a separate support plan.
What you receive
Account access, documentation and a clear support agreement.
After launch
A fallback.
A named owner.
An agreed response.
Optional support can cover monitoring, fixes and maintenance. Response targets, coverage hours and escalation are set in a written support agreement.
If a flow breaks
The operating plan should identify who pauses affected actions, how the team is notified and which manual fallback keeps work moving.
Triage and recovery
The support scope defines incident priority, access for diagnosis, provider dependencies and the process for restoring and checking the flow.
After the fix
Record the cause, verify the result, review affected items and decide whether tests or operating instructions need updating.
What the support agreement records
- Coverage hours, time zone and incident contacts
- Priority definitions, acknowledgement and update targets
- Included fixes, excluded changes and third-party outages
- Monitoring, backups, review and offboarding responsibilities
No 24/7 coverage, restoration deadline or guaranteed uptime is implied unless explicitly agreed. Subscription renewals and external provider availability remain dependencies.