Workflow discovery
Map the trigger, inputs, actions and owner of the process you want to improve.
Start with a repeatable task that takes time or creates missed handovers. We review your process and tools, then plan an automation with clear limits and a human review where needed.

Your proposal confirms the features, tools, dependencies and support included.
Map the trigger, inputs, actions and owner of the process you want to improve.
Plan reminders, routing and draft responses around your existing enquiry workflow.
Assess integrations between your approved CRM, forms and other business systems.
Explore drafting, summarisation or classification where the information and workflow are suitable.
Define when an automation should stop, flag an issue or ask a person to review.
Agree how the workflow will be tested, monitored and maintained after handover.
We start with your current process, agree a focused scope, test the workflow and plan the handover.
We scope the automation around your process. Important approvals and exceptions can remain with your team.
Tool subscriptions, API usage and messaging costs are itemised separately from our project work.
We can assess an approved business messaging workflow. Feasibility depends on the provider, access, account setup and your messaging requirements.
Share your current workflow and the improvement you want to make.
Discuss your project ↗Free initial consultation · Usually a reply within one business day