What the work actually is.

Most engagements move through three things in some order. Figuring out what's worth automating. Building it. Making sure your team can run it without me.

Identify

The first conversation is rarely the right brief. Teams usually arrive with a candidate fix in mind, something specific they want automated. Sometimes that's the right thing. Often the actual problem is one step upstream and a different shape entirely.

So the first part of any engagement is sitting with the workflow. Talking to the people who actually do it. Watching where it breaks, where the workarounds live, where time leaks out. That gets the brief honest before any building starts.

Sometimes the answer is to build something. Sometimes it's to redesign the process and let the existing tools do their job better. Sometimes it's to do nothing and put the budget elsewhere. The honest answer matters more than a confident one.

Build

Once the brief is clean, the build is narrower than people expect. A lot of useful automation is small. A workflow connecting two tools that should have been talking to each other from the start. A report that pulls itself together every Friday morning. A handoff that no longer depends on someone remembering.

AI fits in where it earns its place. Sometimes that means an LLM doing classification, drafting or extraction. Sometimes it means none of that. Just clean integration logic doing what code has always done well. The label is AI automation, and the practice is honest about which parts use AI and which don't.

The work is tool-agnostic. Zapier, n8n, Make, custom scripts, APIs, whatever fits the problem and your team's ability to maintain it later. What's right for the workflow drives the choice, never what's fashionable.

Workflow automation

Reports, handoffs, data syncs, internal triggers. The connective tissue between the tools your team already uses.

AI-assisted workflows

Classification, drafting, extraction, summarisation. AI plugged into a workflow where it does measurable work, with a human in the loop where it matters.

Internal tools

Dashboards, intake forms, lightweight portals, structured data capture. The small custom pieces that make the rest of the workflow possible.

Train

A system nobody on your team understands is a system that quietly stops working. The handover phase gets more attention than people expect because that's the part that decides whether the system keeps earning its place after the project ends.

So training is built into the engagement rather than bolted on at the end. Documentation in plain language. Walkthroughs recorded for the people who weren't in the room. A short list of what can break, what to check first and who to call when it does.

Some engagements start with training and the building comes later. A workshop is often the cheapest way for a team to figure out where automation actually fits in their work and which problems are worth taking on first.

Workshops

Half-day or full-day sessions for teams that want to use AI and automation more deliberately but aren't sure where to start. The format is practical instead of theoretical. We go through your team's real workflows, identify the candidates worth automating and build a small system together so the team sees how it actually works end to end.

Workshops are useful as a standalone engagement, and they're often the right opening move for a longer build.

How engagements actually run

Most engagements last between two weeks and three months. The shape depends on the work.

  1. A short call. Thirty minutes. No prep needed. We figure out if there's something to work on together.
  2. Discovery. A few sessions with the people closest to the workflow. The output is a brief that names what's worth doing and what isn't.
  3. Build. Iterative. Working systems delivered in weeks, refined with feedback from the team using them.
  4. Handover. Documentation, training, the short list of failure modes. Your team owns the system from here.
  5. Optional support. Some clients keep me on retainer for monitoring, small extensions and the next thing on the list. Others handle it themselves. Both work.

Book a call.

30 minutes. No prep needed. We'll figure out if there's something here to work on together.

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