Applied AI consulting for US businesses
Operations Workflow Automation
Reduce repetitive document, email, and data-entry work with a workflow your team can review and own.
For operations leaders whose staff rekey information, reconcile spreadsheets, or move the same request between inboxes and business systems.
Discuss your workflow
Investment, timing, and scope
- Published investment (USD)
- $35,000 – $50,000
- Planning duration
- 6–8 weeks
An evaluated workflow pilot, with exception handling, agreed integration requirements, and a handoff plan.
The proposal defines the phases and deliverables you are buying. An assessment produces a decision and pilot plan; it does not include a build. For a pilot engagement, the proposal specifies whether work ends at evaluation or includes deployment and integration into an agreed environment. Wider rollout follows acceptance; a working prototype alone does not establish production readiness. Hosting, model usage, third-party licenses, and ongoing support are itemized in the scope. Published fees and durations are planning ranges, subject to data readiness, access, and integration complexity.
Is this the right starting point?
Does this workflow need AI or conventional automation?
Stable rules and structured inputs may be handled by an existing integration, a form, or ordinary software. AI is a candidate when the task involves variable documents or language, such as extracting invoice fields or classifying requests. Test it against the simpler option, including checking and correction effort.
Can the workflow update our ERP or CRM?
First check the available API or export, permissions, licensing, and approval rules. A pilot can stop at a reviewed draft or proposed record change. Production writes need agreed validation, duplicate prevention, error handling, and a manual fallback; the proposal states which actions are included.
What should we measure before starting?
Record the current volume, active staff time, checking and rework, and common exceptions for comparable tasks. Name the reviewer and the person responsible for failures. Evaluate quality and operating cost alongside time saved before deciding whether to expand.
Define a workflow baseline and pilot acceptance criteria →What the engagement produces
Examples illustrate possible deliverables and workflows, not client results. Actual outputs, measures, and integrations depend on the agreed scope.
Workflow and exception map
Document the starting event, required data, approvals, and handoffs. Identify the cases that need a person rather than forcing every request through automation.
Example
An invoice-processing map showing PDF intake, fields to capture, duplicate checks, reviewer approval, and the route for unreadable or mismatched records.
A scoped working prototype
Test document extraction, email classification, or data preparation against representative examples. Agree on acceptance criteria for accuracy, time spent, and exception handling.
Example
Extract supplier, invoice number, date, and total from synthetic invoices. Check required fields and arithmetic, flag duplicates or uncertain readings, and route drafts to a reviewer before records change. Compare field accuracy, review time, and exceptions with the baseline.
Integration and handoff plan
Define approved connections to your ERP, CRM, or document tools, along with validation, retry behavior, operating instructions, and responsibilities for maintenance.
Example
A handoff note specifying the approved connector or export, actions requiring review, retries that avoid duplicate writes, failure logging, and the owner responsible for maintenance.
How we work with your team
- Your process owner walks us through the current task and supplies examples approved for use in the project. We establish a baseline before choosing tools.
- We build one bounded workflow, compare its outputs with the current process, and review errors with the people who do the work.
- We plan deployment and handoff around your access controls and support capacity. Expansion depends on what the pilot demonstrates.
Scope and responsibilities
Your team approves data access and business rules. Actions that change records or communicate with customers need an agreed approval boundary. AI is optional: rules and conventional integrations may be the better fit. Hosting, model providers, ongoing support, and integration access are settled in the scope.
Illustrative use case: preparing a weekly report
A workflow could prepare a draft from approved ERP exports and flag discrepancies for review. Evaluation would compare preparation, checking, and rework with the existing process. This is a hypothetical workflow, not a measured client result.
Explore example workflows →Prepare for the conversation
Bring the process you want to improve, the tools involved, and examples you are allowed to share. Leave confidential records out of the initial inquiry.
Read the AI implementation framework →Working together across the US
Based in Detroit, we work with businesses across the United States. Before work begins, we agree on working sessions, access to approved examples, review milestones, and the people responsible for decisions. Delivery format, any on-site work, and support hours are specified in the proposal.
Plan a pilot with clear acceptance criteria →Explore related AI services
Start with one useful problem
Tell us what your team needs to do, where the current process breaks down, and who will own the result.
Discuss your workflow