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AI Workflow Automation

Busy work dies here.

The Monday report rebuilt by hand. The lead sitting in a Google Form for two days. The invoice pasted into three systems. We turn the work that eats your team's Mondays into systems that run without supervision.

Lead intake, reporting, hand-offs, invoicing, comms — covered
5 shapes
Lead intake, reporting, hand-offs, invoicing, comms — covered
Hours saved against manual baseline
1,000+
Hours saved against manual baseline
Profiles run by one workflow
80+
Profiles run by one workflow
Posts per month, no person clicking publish
1,200
Posts per month, no person clicking publish

01 / What's at stake

Forty minutes every Monday is thirty-five hours a year. Triple it across the three people on your team and that's a hundred-plus hours nobody planned to spend.

Every Monday at 9am, someone on your team rebuilds the same report from the same six dashboards. Forty minutes if they move fast. An hour if a number doesn't reconcile. By Friday, three people on your team have done variations of this for three different reasons.

None of it is hard. None of it is interesting. It is also the work that quietly explains why you keep saying you'll get to strategy next quarter and never do. The hours don't show up on a P&L line called "manual process tax." They show up as the meeting that didn't happen, the proposal that didn't ship, the client who waited two days for a callback because the lead got stuck in a form.

~11 hrs/wk
Avg hours lost to manual hand-offs across a 3-person team [estimate]
2–4 wks
Typical build time for a single process

There's a better version of this process. It runs in the background. It doesn't take Mondays off. And once we've built it, your team gets the hours back.

The hours don't show up on a P&L line called manual process tax. They show up as the proposal that didn't ship.

02 / What we build

Five shapes of system, one common output: your team stops doing this work.

Most automation projects fall into one of five patterns. We've built every one of them. The shape changes with the process. The outcome doesn't.

  • 01 · Trigger-based workflows

    Something happens. The work happens. Nobody pressed go.

    A form is submitted, a webhook fires, a calendar event hits a threshold. The system reads the input, runs the logic, and writes the result to the place it needs to be. Lead intake, client onboarding, invoice reconciliation, status updates. The trigger can be anything that already happens in your business.

  • 02 · Automated reporting

    The Monday report that builds itself before Monday.

    One workflow pulls from your six dashboards, normalizes the numbers, applies the logic your analyst would apply, and writes the report. Same format every week. Same accuracy. Sunday night delivery so it's in the inbox before the meeting. The hour your team spent rebuilding it is now theirs again.

  • 03 · Lead routing systems

    Every lead reaches the right person before they cool off.

    Inbound leads scored against your ICP rules, enriched with the context your salesperson would have looked up anyway, routed to the right inbox or CRM stage with the priority flag attached. No Google Form sitting in someone's inbox for two days. No "we should follow up on that one" three weeks later.

  • 04 · Handoff automation

    The work moves between people without anyone re-typing it.

    Sales hands off to delivery. Delivery hands off to support. Support escalates to engineering. Each handoff today involves someone copying fields from one system to another, sometimes with mistakes, always with delay. We build the bridges, with the logic and the notifications and the audit trail.

  • 05 · Custom integrations

    The two systems that don't talk to each other start talking.

    Your CRM doesn't speak to your billing system. Your project tracker doesn't speak to your invoice tool. Your email service doesn't speak to your CRM. We write the connectors with the branching logic, the error handling, and the AI judgment for decisions like 'is this lead a real fit or noise?' or 'does this invoice match the PO close enough to auto-approve?' n8n is the technical engine. The output is the integration you've been promising the team for a year.

03 / How we work

Five steps. Six weeks at the outside. No deck.

  1. 01 · Discovery

    We watch how the work actually happens.

    A 30-minute call to understand the process, who touches it, how often, and what breaks when it breaks. If you've taken the free Assessment, we start from your report instead of from zero. The question we leave with is the savings number we'll price against.

    Free · 30 minutes
  2. 02 · Audit and scoping

    We map the process and quote the saving.

    We document the current state, draw the future state, and put a number on the hours we expect to give back. The proposal lands within 48 hours of the discovery call. The fee is anchored to one third to one half of the documented annual savings, not hours billed.

    48 hours · Fixed-fee proposal
  3. 03 · Build

    We build it in weekly increments. You see it weekly.

    Most workflows ship in two to four weeks. Some take six. You get a working demo every Friday so there are no surprises in week six. AI judgment, where the workflow needs it, gets built in from the start. We don't bolt it on at the end.

    2-6 weeks · Weekly demos
  4. 04 · Handoff

    We document everything and train one person on your team.

    You get a runbook covering where the data lives, how to pause the workflow, how to debug a stuck run, and who to call when something we didn't predict shows up. One hour of live training with the person on your team who'll own it. The n8n instance is self-hosted, so the IP and the keys stay with you.

    1-hour session · Runbook included
  5. 05 · Support

    Thirty days backstop, then optional retainer.

    For the first 30 days after launch, if it breaks for any reason, we fix it on us. After that, you can take it in-house, buy a light retainer for monthly health checks, or move into a Fractional CAIO relationship if you have three more of these problems waiting.

    30-day backstop · Optional retainer

05 / Questions

The questions we hear most.

  • Can't we just use Zapier ourselves?

    For simple two-step automations, you can and you should. Zapier is great for "new row in Sheet → send Slack message." The moment the workflow needs branching logic, error handling, AI judgment ("does this lead match our ICP?"), or stateful tracking across runs, Zapier becomes the bottleneck. That's where we come in. The line we draw: if your ops person can build it in a weekend and trust it on Monday, build it yourself. If they can't, talk to us.

  • How much does it cost to automate a business workflow with AI?

    Most projects we ship sit in the $2K-$10K range for US and UK clients, scoped per process. We price against the hours we give back, not the hours we put in. The fee is typically one third to one half of the documented annual savings. If we can't put a number on the saving, we don't take the project, because then neither side knows whether it worked.

  • How long does it take to build an AI workflow automation?

    Two to six weeks from kickoff to live, depending on complexity. A reporting workflow with three dashboards is usually two weeks. A lead routing system with AI scoring, enrichment, and CRM integration is usually four. The longest project we've taken in this scope was six weeks. We don't take projects that need to be longer than that. Those are CAIO or Operations Transformation scope.

  • How do I know it won't break the day after you leave?

    Every workflow we ship includes a documented runbook, error notifications wired to your Slack or email, and a 30-day backstop. If it breaks in the first 30 days for any reason, we fix it on us. After that, most workflows run quietly for months without attention. The runbook covers the cases that can break and how to handle them. Self-hosted n8n means the system stays yours regardless.

  • What if my team can't maintain it?

    You won't need to, for the day-to-day. We design for "set it and forget it." But if you want ownership, the one-hour handoff covers how it works and where to look when it stops. n8n is visual, not code-first, so the person on your team who owns the workflow doesn't need to be a developer. Most clients name an ops associate or operations manager as the internal owner.

  • What kinds of business processes can be automated with AI?

    The pattern we look for: a repetitive, rule-based process that consumes more than two hours of someone's week, has a clear input and a clear output, and currently lives in a human's head or a spreadsheet. Reporting, lead intake, content publishing, invoice reconciliation, client onboarding, cross-system data syncing, status updates, handoffs between teams. If you can describe the steps your team takes today, we can probably automate it.

Next step

Pick the process. We'll quote the saving.

If you're not sure which process to start with, take the free Assessment. Five minutes, and the report scopes the savings number before we talk. Already know which process to fix? Skip the assessment and book a call. Either way, you'll have a number on the savings and a path to building before the week is out.

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