Use-case selection
Decide whether AI, a fixed rule, or an existing feature is the right approach.
AI Workflow Automation
AI for documents, requests, and the work around them.
We build AI-assisted steps for extraction, classification, research, and drafting. Then we connect them to the business process with checks and a defined path for review.
A connected operation01 / 04
- Read documentAgreed definitions
- Propose fieldsAn accountable owner
- ValidateA working connection
- Human reviewA useful next decision
Put AI to work on a defined task.
When to bring us in
A convincing answer is not always a usable result.
A document can be read incorrectly. A request can be assigned to the wrong category. Before adding AI to the workflow, we agree what a useful result looks like and how the team will handle errors.
- Staff repeatedly read documents to extract the same information.
- Requests need classification or a first draft before review.
- An AI pilot needs evaluation and a practical operating process.
The work we can scope01 02 03 04
What the engagement can include
The scope follows your process and priorities. We agree on the deliverables before the work begins.
Evaluation examples
Test the proposed step against representative records and agreed acceptance criteria.
Workflow integration
Connect validated output to the tools and review queues involved in the task.
Operating controls
Document permissions, review responsibilities, run costs, and failure handling.
Example workflowRead the related work example
An invoice becomes proposed fields for review.
Extract the supplier, reference, and amounts. Check the proposal against business rules and present uncertain fields with the source document to an accounts-payable reviewer.
- 01Read document
- 02Propose fields
- 03Validate
- 04Human review
Featured automation
Arrive at the next call already up to speed.
A Call Briefing Agent brings account history and open questions into a five-minute Slack or email brief before the meeting.
Explore the call briefing agentWorked examples
Follow the decisions
behind the workflow.
Fictional operating scenarios, practical worksheets, and clearly explained design choices.
Worked exampleRevenue & CRM
Candidate search: understand every match on the shortlist
Turn a recruiter brief into a shortlist with a visible reason for every match and every gap.
Explore the proposed workflow
Worked exampleRevenue & CRM
Automated Scoping Agent: turn a scattered brief into a reviewable proposal
Carry a scope brief into an estimate, a proposal, and a coordinated sales handoff.
Explore the proposed workflow
How we workFrom the operating problem
01 02 03
From the operating problem
to a working system.
Define the task
Agree on the input, intended output, and decisions that remain with people.
Evaluate
Test against representative records and inspect where the approach fails.
Integrate and review
Connect the useful step to the workflow and establish an ongoing review process.
Questions about the servicePricing and engagement terms
Before we scope the work
Do we need an AI agent?
That depends on the task. A fixed workflow or an existing product feature may be enough. We evaluate the simplest useful approach first.
Can you work with an existing AI system?
Yes. We can review its inputs, evaluation, workflow integration, and operating controls.
Will the AI act without review?
The scope defines which actions can run automatically and which require approval. That decision follows the task, evidence, and consequences of an error.
Budget research
See what goes into a build estimate.
Find a comparable catalogue scope, add your own software and support assumptions, and download a planning brief before discussing the build. The guide keeps every published estimate tied to its source listing. These build estimates cover listed scope; confirm the full service engagement separately.
What Automation Actually CostsPractical resources
Explore the implementation details
AI Agents vs Workflow Automation: When to Use Each (and When to Combine Them)
Forrester predicts AI agents will sit inside a third of B2B payment workflows by year-end. Here's the practical difference between agents and traditional automation, and the hybrid architecture we ship for clients.
How to Build an AI Sales Agent with n8n and Claude in 2026
We've shipped this for clients several times now. Here's the architecture, the prompts, the guardrails, and the parts where AI agents replace SDRs cleanly versus where you still need a human in the loop.
Building an AI-Powered Customer Onboarding Workflow
Customer onboarding is the highest-leverage place to use AI in B2B operations. Here's the workflow we ship: contract analysis, kickoff personalization, and milestone tracking.
Connected services
The next part of the process
Core service
Workflow Automation & Integrations
Connect lead capture, onboarding, delivery, and billing so your team spends less time re-entering records and chasing the next step.
Explore Workflow Automation & IntegrationsFocused expertise
n8n Consulting & Development
Workflow development, repairs, migrations, and deployment or maintenance on n8n.
Explore n8n Consulting & DevelopmentCore service
Custom Apps & Web Development
Design and build marketing websites, internal applications, and client portals connected to your business systems.
Explore Custom Apps & Web DevelopmentA practical next step
Where does your operation get stuck?
Tell us about the process, the systems involved, and the decision you need to make. We’ll help identify a practical next step.
Discuss your operationsFree 30-minute discovery call