How it works

Step 1

A 20-minute call

A focused 20-minute call to identify the manual work that should be automated first: one workflow, where the manual work sits, and the first thing worth automating. No pitch deck — just a clear next step.

Step 2

A written scope before work starts

Every engagement has a written scope, a timeline, and a defined deliverable before work starts.

Step 3

Check the process is ready and pick what goes first

One real run is traced: the trigger, each tool, who acts at each step and where data gets retyped. That map becomes the build spec.

A process is ready when it starts with a clear trigger, the steps are the same every time and the exceptions can be listed.

Rank the processes that pass by how often each one happens multiplied by the cost of a miss, and start with the top one only.

Step 4

Build and test before it runs on real records

Once you've picked the first process and built it, check these before it runs on real records:

• Name an owner: one person receives the error alerts and approves changes.
• Test with sample records: include a duplicate and a record with blank fields.
• Prevent duplicates: search for an existing record before creating a new one.
• Alert on failures: a failed run should notify the owner, not fail silently.

Step 5

Hand it over

The workflow runs on its own, your team gets documentation it can follow, and you get a short list of what to fix next, in order.

• Write a one-page runbook: what it does, where it runs, which accounts it uses and how to pause it.
• Keep accounts company-owned: connections should belong to a company account, not one person's login.