How it works
Nothing gets built until you’ve seen the numbers.
Our automation consulting process starts with your business, not with a tool. Every build is designed around the software and workflows your team already uses — from the first conversation to monitoring after launch.
What you get from the assessment
- Your workflow map
- A short list of automation opportunities
- Hours each could save
- What each costs to build
Free, no commitment. You decide what — if anything — moves forward.
The engagement
From first look to ongoing support.
- 1Free assessment
- 2A plan with numbers
- 3Built around your tools
- 4Run and maintained
01 — Discover
Free assessmentMap how information enters, moves and leaves the business.
- Walk through the inboxes, forms, portals, spreadsheets and systems work passes through
- Note every handoff — who moves what, from where to where
Your workflow map
02 — Measure
Free assessmentDetermine frequency, time, cost, risk and automation potential.
- Estimate how often each task happens and how long it takes
- Flag steps that involve money, customers or judgment
Hours each opportunity could save
03 — Design
A plan with numbersCreate the future-state workflow.
- Decide what runs automatically, what waits for a person and what gets logged
- Price each build before anything starts
A short list of automations, the hours each would save and what each costs to build — you pick
04 — Build
Built around your toolsConnect the relevant systems.
- Connect your tools through their APIs, email workflows or supported integration methods
- Add approval checkpoints and logging from the start
A working automation around your existing software
05 — Test
Built around your toolsTest edge cases and approval logic.
- Run real examples, messy emails, missing documents and odd formats
- Confirm the workflow pauses wherever a person should decide
Confidence it behaves on the bad days, not just the good ones
06 — Launch
Built around your toolsDeploy carefully.
- Roll out in a controlled way so nothing breaks on day one
- Walk your team through what changed and where approvals appear
The workflow live in your business
07 — Monitor
Run and maintainedLog workflows, catch failures and maintain the automation.
- Every run logged so issues can be traced
- Fixes and adjustments as your business and tools change
Covered by monthly monitoring and support
What changes
People stop being the glue between systems.
Before automation
The employee acts as the connection between every system — reading, retyping, forwarding, chasing.
After automation
Systems handle the routine movement. Employees handle exceptions and decisions.
Human-in-the-loop
People stay in control where judgment matters.
Money
Quotes, rates, refunds, invoices and anything that commits you to a price.
Customer promises
Messages that set expectations with a customer, tenant or carrier — when you want a review.
Low-confidence reads
When a document or message can’t be read cleanly, it goes to a person instead of guessing.
Exceptions & safety
Late loads, unusual jobs, possible emergencies — escalated, never decided automatically.
Try it — you’re the approver
Approval checkpoint
Run 0418 · step 4 of 8
Duty invoice needs a person
Drafted from the customs entry. Above the auto-approve limit, so it waits.
- Client
- Retail importer
- Shipments
- 12 parcels
- Reason
- Duties owing
- Amount
- $1,840
Illustrative example; the figures are made up. Which steps need approval is decided with you during design.
Reliability by design
Built to be watched, traced and fixed.
Logs
Every run records what came in, what was extracted, who approved it and what was done.
Monitoring
Workflows are watched after launch, so failures surface instead of quietly piling up.
Retries
Temporary failures — a system timing out, an email bouncing — are retried before anyone is bothered.
Exception handling
Anything that doesn’t fit the rules is set aside with context, not forced through.
Human escalation
When something needs judgment, the right person is notified with what they need to decide.
Visibility
You can see what ran, what is waiting and what needs attention.
How pricing works
Priced to the workflow. Shown before anything is built.
One-time implementation fee — for each automation, scoped to the workflow it replaces.
Monthly monitoring & support — fixes and adjustments as your business changes. The assessment is free, and you see the price before anything is built.
FAQ
Straight answers.
Something else on your mind? Ask us directly.
Do you only work with freight, property and field service businesses?
Do we have to change the software we use?
What does it cost?
What happens if something breaks?
Is AI making decisions for my business?
Will this replace staff?
How long until something is running?
You’ll talk to Shaan, the founder.
Free 30-minute assessment
Find the work your team shouldn’t be doing.
Whatever your industry, if your team is retyping the same information every day, let’s find those hours.
No commitment. Prefer the phone? +1 (639) 994-3963