Inbox and document intake
Read defined inbound messages or documents, extract agreed fields, and send incomplete, ambiguous, or out-of-scope items to a human queue.
One workflow, built and managed.
A Managed AI Workflow gives owner-led small businesses a direct way to start when one repetitive process is already clear. We build a controlled path inside the tools your business uses, prove it beside the current process, and manage it after launch.
Start with one recurring process.
The work stays inside a defined process, record, and authority boundary. It refuses work outside that boundary and routes uncertain cases or decisions requiring human judgment to a person.
System-of-record updates
Prepare or make narrowly approved updates in the designated system of record, retaining an exception path whenever required information or authority is absent.
Recurring operating reports
Assemble a scheduled report from named sources, flag missing or conflicting inputs, and leave conclusions that require judgment to the responsible person.
Bounded follow-up
Prepare follow-up within approved audiences, templates, and timing rules while holding exceptions, new commitments, and escalations for human review.
Internal information retrieval
Retrieve from an approved internal source set, cite the source material where appropriate, and refuse to answer when the information is missing or uncertain.
Build it beside the current process.
Setup establishes the operating boundary before the workflow receives responsibility.
-
Map the current process and baseline representative work before changing it.
-
Identify source systems, data, permissions, exceptions, human decisions, and the recovery route.
-
Agree written acceptance criteria for the bounded workflow.
-
Build the automation and integrations with only the least required authority.
-
Run the new path in parallel with the current process and compare the evidence.
-
Use that evidence to migrate, revise, or stop the workflow.
-
Deliver the configuration documentation and recovery runbook required to operate it.
Keep it working after launch.
Management begins after setup and continues while the workflow remains useful and within its agreed boundary.
- Monitor successes, failures, and exceptions.
- Maintain dependencies such as connected services, model access, and credentials.
- Make controlled improvements that remain within the agreed boundary.
- Material expansion, another workflow, or another system boundary requires a new written scope. Monthly management is not an unlimited change budget or a general-purpose help desk.
- Coach the people responsible for using and reviewing the workflow.
- Handle incidents within the written service window and use the documented recovery route when needed.
- Provide a weekly operating report and a monthly review.
- Initial term
- Three months
- Continuing term
- Month to month
Report what happened. Separate facts from estimates.
The weekly report shows what the workflow did and where people intervened. The baseline and valuation method are agreed in the written scope. Estimates remain estimates; they are not presented as money already saved.
- Units received and completed.
- Successes, failures, and exceptions.
- Human reviews and interventions, with their reasons.
- Cycle time when a baseline exists.
- Estimated labor time displaced.
- Verified financial value.
- Estimated financial value and the assumptions behind it.
A narrow boundary is part of the product.
A useful starting workflow
- One recurring, owned, and bounded process is ready to examine.
- The business uses identifiable digital tools for the work.
- The workflow has a reliable source of truth, or the business is willing to establish one.
- Representative work is available for setup and evaluation.
- The current process can remain in place during evaluation.
- The workflow has enough value to support ongoing stewardship.
What this offer does not do
- This is not whole-company automation.
- It does not make staffing or headcount-reduction promises.
- It does not receive unbounded authority.
- It does not complete uncertain work without human review.
- It is not a first deployment where a mistake has unacceptable safety or legal consequence.
- It does not force a fit when the workflow still needs to be found.
Setup first. Management follows.
- The engagement begins with a fixed setup fee and a written, bounded scope.
- Management is a three-month commitment, then continues month to month.
- Cloud, model, software, and infrastructure costs are transparent and use client-owned accounts where practical.
- The client owns the configuration, documentation, and runbooks.
Name the recurring process.
A short description is enough to decide whether the workflow is clear enough to scope directly.