Service · One-time project
A Workflow Automation Sprint takes one handoff your team repeats every week and builds it with the tools you already use — with duplicate prevention, error alerts, an exception path and a way to pause it.
01Three starting patterns
Receive an inquiry, create or update a record, notify the responsible person, and send an approved acknowledgment.
Human control: Unclear or sensitive requests go to a named person.
A completed booking or signup creates the right record, tasks and internal notification.
Human control: Unrecognized booking types wait in triage for a decision.
Approved input produces a standard draft that is routed to a person before any external use.
Human control: Always: nothing leaves the business without approval.
Step through all three with sample data in the workflow walkthrough.
02Scope
03How it works
We write the process down as it actually runs: the trigger, each step, the systems involved, and the person on your side who owns it.
Application plans, user permissions, whether the trigger and actions you need actually exist in each app, typical volume, exception paths and data quality. The price is agreed after this check, not before.
You approve the scope and price
Using an automation platform you own and existing integrations. Ordinary rules do the routing and record-keeping; AI is added only where interpretation, extraction or drafting genuinely needs it.
Test runs cover the expected case, duplicates, missing information and failures in a connected app. Error alerts go to a named person.
You review the test runs
A short document and walkthrough: what the workflow does, how to pause it, where exceptions land, and how to tell whether it is healthy.
Handover accepted
04Safeguards
A resubmitted form or a rebooked call updates the existing record instead of creating a second one.
When a step fails — an expired connection, a changed field — a named person is told, with enough detail to act.
Missing, conflicting or unusual information goes to a person with a clear note. Nothing is guessed.
Your team can stop the workflow in one place, without calling us, while something is fixed.
Anything consequential or external beyond pre-approved text is approved by someone on your team.
05Assistants, workflows and agents
A person asks; the assistant answers or drafts; the person decides what happens next.
Fixed steps start on a defined event. AI may handle one step, such as reading a request. This is what a sprint usually builds.
The system chooses its own next actions and tools. Used only when justified, with stated limits on what it can see and do.
More in AI assistant, automation or agent: which does your workflow need?
06Questions
Two workflows with the same name can differ a lot: the number of steps, how clean the data is, whether the apps expose the trigger you need, and how many exceptions there are. We confirm those details first and agree a fixed price within $2,500–$5,000 per workflow before building. If it does not fit the range, we say so.
Your existing business applications, connected through an automation platform such as Make or Zapier, or the native automations in tools like Monday.com when those are enough. Subscriptions are in your name and paid directly by you. We are not a reseller or official partner of any of these vendors.
Only where it adds something ordinary rules cannot — reading a free-text request, extracting fields from a document, or drafting a standard paragraph. Routing, record-keeping and notifications are usually better handled by predictable rules.
No automation is. Apps change their fields, permissions expire and unusual cases appear. That is why every workflow has error alerts, a pause switch, a documented exception path and a named owner. Optional Automation Care exists for teams that want someone watching.
A bounded assistant or an approved tool-using step can be part of the work when it is justified. We describe exactly what it can see, what it can do and who approves its actions. We do not sell open-ended autonomous agents, and the word “agent” will never stand in for a defined scope.
Next step
An Automation Assessment is a first conversation about fit: what your team does repeatedly, which tool you already use, and whether a workspace setup or a single workflow is the sensible first step. If neither fits, we will say so.