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How we bring AI and automation into your business, step by step

Four steps, in this order. Each one is explained in more detail below.

  1. 01
    Step 1Find the repetitive work

    We look for the tasks your team repeats every day or week, and decide which need automation and which need AI.

  2. 02
    Step 2Fix the process first

    We map how each task runs today and remove the steps that shouldn’t exist, before anything is automated.

  3. 03
    Step 3Build it securely

    We build the automations and AI on leading tools, inside your own system, and record every step.

  4. 04
    Step 4Check until it’s proven

    A person checks every AI output until it’s as accurate as your team. Then checks drop to a sample.

AI and automation work best on repetitive work

Automation follows fixed rules: when this happens, do that. AI handles the tasks that need reading or writing. Most companies need both.

Repetitive tasks, whether they need automation or AI, and what a person still does
TaskAutomation or AIWhat it doesWhat a person does
Moving data between toolsAutomationCopies details from one tool to another, so nobody types them twiceNothing, once it is set up
Updates and remindersAutomationSends clients and staff the right update when a job changes stageChanges the rules when the process changes
Sorting incoming workAIReads incoming email and documents, sorts them and sends each to the right personHandles anything flagged as unclear
DraftingAIDrafts replies, quotes and reports from your templates and recordsApproves, edits or rejects each draft
Pulling details from documentsAIPulls details from invoices, forms and purchase orders into your systemChecks any detail the AI is unsure of
Answering staff questionsAIAnswers from your procedures and past jobs, and shows where the answer came fromKeeps the procedures up to date

Where AI does not belong

These stay with people, or wait until the process is fixed.

  • Decisions with money or legal weightRefunds, pricing exceptions and contract terms stay with a person. AI can prepare the file.
  • Processes nobody has mappedIf the steps are unclear to your team, they are unclear to AI. We map and fix the process first.
  • Work without past examplesAI learns your standards from your own records. Where there are none, it guesses.
  • Calls that rest on judgmentA difficult client conversation needs a person who knows the history.

Automating a broken process only makes it fail faster

So before we automate anything, we map how the work runs today, step by step, with the people who do it.

  • Map the task as it runs todayEvery step, every tool and every handoff, from the people who do the work.
  • Remove the steps that shouldn’t existDouble entry, approvals nobody needs and waiting that adds nothing.
  • Automate what’s leftOnly the steps that remain get automated, so you don’t pay to speed up waste.
Illustration: one process mapped, with the hours lost to waiting and re-typing marked.

Built on the leading AI models, and you can see every step

We use automation tools and AI models from providers such as OpenAI and Anthropic, and build only the parts specific to your process. Everything is recorded, so you can check what happened and why.

What the AI and automations are built on
QuestionAnswer
What it is built onMost systems are web applications on a Postgres database (Supabase), hosted on Vercel, in accounts your company owns. Where HIPAA applies, we build on AWS or Google Cloud under a signed business associate agreement. Where NIST 800-171 or FedRAMP controls apply, we build on AWS GovCloud (US) or Google Cloud Assured Workloads.
Which AI models we useLeading models from providers such as OpenAI and Anthropic. We test them on your own examples and pick the one that is accurate enough for each task at the lowest cost.
What is recordedFor every step: what the AI or automation read, what it did and who approved it.
Can we switch it offYes. Any task can go back to a person checking every output, at any time.
Illustration: every step is logged, and the owner is pulled in less each week.

Your data stays secure

Security is part of the build from day one, not added at the end.

  • Kept in your own databaseYour records, documents and logs stay on your company’s accounts, in the region you choose.
  • AI only sees what each task needsFor each task, the AI gets only what it needs, such as one email or one document, never your whole database.
  • Never used to train AIUnder the business terms of providers such as OpenAI and Anthropic, your data is not used to train their models.
  • Access you controlWe sign NDAs as standard. People only get the access their role needs, and every login is recorded.

A person checks every output until accuracy is proven

We measure accuracy on your own work. Checking drops to a sample only once a task holds above a level you agree.

  1. 01
    FirstA knowledge base

    We gather the procedures, templates and past examples the AI will work from, and fill the gaps.

  2. 02
    Draft modeEvery output approved

    The AI drafts. A person approves, edits or rejects each item, and every decision is logged.

  3. 03
    MeasureAccuracy on your data

    We track the share of drafts approved without changes, task by task, week by week.

  4. 04
    ProvenOne task at a time

    When a task holds above the agreed level, usually 95–98%, checking drops to a sample. Other tasks stay in draft mode.

  5. 05
    OngoingSample checks continue

    A person reviews a sample every week. If accuracy slips, the task goes back to full checking.

Illustration: one task’s drafts, checked in full until they held above the agreed level for three weeks.

What AI and automation changed at companies like yours

“Before it took hours of work with lots of human error. Now it takes a minute.”
Brittany WahleBrittany WahleInbound Manager, BarkBox
  • BarkBox · E-commerce

    BarkBox cut chargeback dispute prep from hours to one minute

    6 figuresimpact on the bottom line

    Hours → 1 min to prepare a chargeback dispute

    Video: Brittany Wahle, Inbound Manager, BarkBox
    “Before it took hours of work with lots of human error. Now it takes a minute.”
    Brittany Wahle, Inbound Manager
    Read the case: BarkBox cut chargeback dispute prep from hours to one minute
  • Neoon · E-commerce

    Neoon saves 14 hours a week on business inquiries and custom quotes

    14 hours a weektime saved on B2B inquiries and quotes

    €500–900 → €15k monthly revenue

    Video: Oliver Vatsfeldt, Neoon
    “Money wise, also, we made more sales because you can track everything better, and also the average order value increased.”
    Oliver Vatsfeldt, Neoon
    Read the case: Neoon saves 14 hours a week on business inquiries and custom quotes
  • UK Linkology · Professional services

    UK Linkology needs 2 people on a delivery team that took 14

    14 → 2people needed on one delivery team

    Double-digit rise in team capacity, without hiring

    Video: Jason Brooks, Founder, UK Linkology
    “You've done something that I've not managed to do in 10 years of running the business.”
    Jason Brooks, Founder
    Read the case: UK Linkology needs 2 people on a delivery team that took 14

What founders and executives ask about AI and automation

Straight answers on ownership, the stack and your data. If yours is not here, ask it on the call.

You do. The accounts, hosting, database and code are in your company's name from day one and billed to you directly, usually from about $100 a month. Our access is one user account you can switch off at any time. There are no license fees.