A current-state map of your workflow with the automation opportunities marked
Service
AI Workflow Automation
Practical AI for the repetitive work: document processing, bookkeeping, lead routing, and knowledge search, with people kept in the loop.
Discuss your workflowThe challenge
Technology follows the operating reality.
Most teams know which task wastes time but not whether it needs AI, plain automation, or a process fix. I start by mapping your workflow, the decisions inside it, and what a mistake would cost. Then the right tool gets chosen for each step, not the other way around.
Engagement outcomes
What the work produces
A working prototype using rules, APIs, OCR, or AI, whichever fits each step
Human review and approval points for anything consequential
Deployment, plain-English documentation, and a training plan your team will actually use
Approach
A bounded path from ambiguity to adoption
- 01
Discover
Map inputs, owners, exceptions, and the outcome that matters most.
- 02
Design
Reach for deterministic rules first; use AI where language and ambiguity require it.
- 03
Build
Ship a narrow working slice with logging, validation, and human checkpoints.
- 04
Operationalize
Test with real scenarios, document ownership, and measure time or errors saved.
Relevant work
Related case studies
ScanExcel
Turns scanned receipts, invoices, and handwritten notes into editable spreadsheet rows.
Read case study →KnowledgeAssistant
Upload docs, search passages, get answers with source citations — no commercial vector DB required.
Read case study →ExpenseTracker
Imports CSV bank exports, auto-categorizes transactions, flags anomalies, generates monthly reports.
Read case study →ServiceAssistant
Captures service-business leads, scores urgency, and routes to the right person.
Read case study →Next step