Process automation that gives the week back
The same thing typed twice. The approval that waits days. We fix the process, then automate it.
How we ship AI
- 1TestYour real tasks, run through Claude, GPT and Gemini. Scored before anything is built.
- 2BuildInside Gmail, Slack, your CRM or Sheets. Agents, MCP connections, retrieval on your documents.
- 3GuardLimits it cannot cross, a person on the exceptions, every action logged.
- 4MeasureHours and error rate before and after. If it does not pay, it comes out.
ClaudeGPTGeminiMCPAgentsRetrieval (RAG)Evalsn8n / ZapierYour CRM
How much of this process is being worked on?
One workflow, four numbers. It shows how much of it is waiting rather than work.
Time somebody is doing it.
Wall clock. Three working days is 72.
Every person or system it passes to.
Across the whole business.
Of its life, being worked on
0%
The read
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Show the reasoning
A second opinion
Want to know which gap to close first?
We reply within one business day.
What this usually leads to
Once the waiting is out of a process, the next question is whether AI adds anything to what is left, which is what AI strategy answers. Fractional operations is the same work run across several processes at once, when the problem is broader than one workflow.
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If your team is doing by hand what a machine should, we measure the hours first, fix the handoff, then automate it in the tools you already pay for. Hours back, counted.
Is it a fit?
Volume
The task runs many times a week, so a small saving each time adds up to something real.
Rules
Somebody could write down what to do in every case, including the awkward ones.
Owner
One named person still owns the outcome after the software starts doing the work.
What the engagement includes
Time audit
Where the hours go, measured rather than guessed.
Process maps
How the work flows today, with the handoffs that break it marked.
Simplification first
Steps removed before anything is automated.
Automations built
In the tools you already pay for.
What we automate
Only what already works by hand. Fix first, automate second, measure always.
What to automate, and what to leave alone
Automation fails for one of two reasons, both decided before any tool is chosen: nobody established what the process is, or the wrong process was picked because people complained about it rather than because it ate the week.
So the work starts with a week of tracking where the hours go, logged as the work happens. Teams are reliably wrong about this, and the gap between the guess and the data is where the opportunity is.
See alsoZapier or a custom integration document it or automate it an agent an admin dashboard
If the same job comes out differently depending on who does it, start with the process rather than the tool.
How it runs
Diagnose, build, run.
How engagements are set up
The audit comes first. Build work follows the map, one automation at a time.
- Scope
- Agreed before work starts
- First call
- 20 minutes
- Reply time
- 1 business day
What comes back
Measured before and after, in hours.
Data typed once
The same field never entered twice.
Approvals in minutes
The request moves itself to the right person.
Fixed first, then automated
The process is repaired by hand and written down before it is encoded, so the automation runs clean.
Hours are measured before and after: the process gets fixed first, automated second, and the recovered time is a number, not a feeling.
Questions we get
What should we automate first?
Whatever is high volume, rule based and low judgment. Sort the hours log by time per month and take the top item that a clear set of rules can fully describe.
Do we need to buy new software?
Usually less than expected. The common finding is that the systems already owned do considerably more than anyone is using, and the spreadsheets alongside them exist because nobody was ever assigned to configure them properly.
How long before we see hours back?
The measurement produces findings in the first week. The first build usually lands within a few weeks after that, because we deliberately pick something small and visible rather than the most ambitious item.
What happens when the process changes?
It is designed for that, which is why the documentation is part of the deliverable. An automation that only its author understands is a liability the first time the business changes.
Before anything is built, what automating one task would give back takes a minute and costs nothing.
More questions? Automation, answered Read the guide: How to automate business processes all areas
Read next
How this runs, every question we get, and the work that usually sits next to it.
Shaheer leads the work, with engineers, writers, filers and analysts behind him. C-suite operations for a San Francisco AI company, Six Sigma on the process side, Anthropic certified on the Model Context Protocol, ten years across eight industries. See what we have built