Hand off the busywork. Keep the decisions.

Copying details between systems, chasing approvals, filing the same documents. We automate those steps in the tools you already use, like Copilot and Microsoft 365, or ChatGPT and Claude. A person still approves anything that matters.

Start with the work your team already dreads.

Pick one to watch it run. Each works best once the rules around your AI are in place.

Research before a sales call
  1. A sales call is booked
  2. AI builds a short brief on the company
  3. AI drafts a first email
  4. A person checks it before it goes out
Example

Build the ones that pay back first.

We sit with the people who do the work for an hour and list every task and how long it takes. Then we rank them by the time they’d give back and how hard they are to build.

Do first Plan it Quick wins Keep with a person 04812 EasyMediumHard How hard to build → Hours saved each week → Typing in bills and matching orders: 12 hours a week, effort 2 of 52 Research before a sales call: 8 hours a week, effort 1 of 51 How do we do this? questions: 6 hours a week, effort 2 of 53 Contract renewal reminders: 3 hours a week, effort 1 of 54 New client setup: 5 hours a week, effort 3 of 55 Monthly board report: 4 hours a week, effort 3 of 56 Custom quotes: 7 hours a week, effort 5 of 5, stays with a person–
Worth automatingKeep with a personBigger circle, more hours
$45
Example tasks ranked by payback: hours saved each week, effort to build, and value per year
RankTaskHrs a weekEffortPer year
1Research before a sales callSales81 of 5$17,280
2Typing in bills and matching ordersFinance122 of 5$25,920
3“How do we do this?” questionsOperations62 of 5$12,960
4Contract renewal remindersAdmin31 of 5$6,480
5New client setupOperations53 of 5$10,800
6Monthly board reportAdmin43 of 5$8,640
–Custom quotesSales · keep with a person75 of 5Not automated

Time back, top six$82,080 a year

Example figures, not a quote. Hours saved × 48 weeks × hourly cost. Check one of your own tasks in 2 minutes

What working with us actually looks like.

We walk through one real process, write down what it would take, and build it in the systems you already have. Your side of it is three meetings, not a project plan.

Plan it

We sit with the people who do the work and map the exceptions, the systems, and the hours it costs today. You get one written plan with what gets automated, what stays with a person, and the cost. If the payback isn't there, we say so.

The walkthrough. An hour with the people who run the process today.

Build it

We build it in your accounts, on your licenses, with logins in your name. It runs beside the manual work at first, so the odd cases show up while you still have a backup.

The go or no-go. You read the plan and approve the scope, or you don't.

Hand it over

One person on your team owns it, knows how to pause it, and gets plain-language docs. After a month we compare the hours to where you started, including where it didn't help.

The handover. Your owner signs off once the parallel run holds up.

We keep it working after launch.

Your business changes, and so does your software. When that happens, an automation can quietly stop working, or keep doing the job the old way. We keep an eye on it and fix it quickly when something breaks.

Invoice intakeRunning
  1. A login expiresExpired
  2. An alert goes to a named person
  3. We renew it and turn it back onRenewed
Example

Bring us the task everyone complains about.

Walk us through one real process. We'll tell you what can be automated, what should stay with a person, and what it takes to build. We start with the licenses you already pay for.

Works with the systems you own Human approval built in Vendor-neutral
Direct advisory line, call or text (630) 590-9906 Book a call

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