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Workflow automation / US remote

Less chasing. More useful work.

When requests arrive in one tool, updates live in another, and someone has to chase every next step, the process becomes a job of its own. Start by finding the handoff worth improving.

A useful first engagement

Map one recurring process, identify its exceptions, and prototype one repeatable step with a human review point. Establish a baseline before deciding what to automate.

What the scope can include

  • A workflow map showing inputs, owners, approvals and exceptions.
  • A bounded implementation or prototype with explicit failure handling.
  • Operating notes and a comparison against agreed completion-time and error checks.

Implementation and handoff

AI supports how I develop a solution. Depending on the problem, the result may be a better-configured tool, an integration, a dashboard or a custom workflow. It does not necessarily need AI to operate.

Agree the scope, access, client participation, acceptance examples and stopping conditions before starting. Production deployment, operating ownership, maintenance and support are scoped separately. Identify any specialist review needed before committing to that work.

How I work with AI →

How we evaluate the improvement

Compare elapsed time, manual touches, missing information and exception handling on representative tasks. Confirm that the team can recover when an input or connection fails.

ILLUSTRATIVE APPLICATION / NOT A CLIENT RESULT

An owner-operated service business could start with a shared inquiry queue and reminders for unanswered requests. The first test would ask whether requests reach the right person and remain visible until resolved—not assume a revenue increase.

What shapes the budget?

Cost depends on the number of tools involved, the stability of their interfaces, the quality of incoming data and the consequences of a wrong action. A single repeatable handoff is a different project from a cross-company approval system.

When a different approach makes sense

An unclear or rarely used process may benefit more from a checklist or a simpler existing tool. Sensitive decisions and consequential approvals need named human ownership. Using AI to develop an automation does not require AI in its operation. Any proposed runtime AI component needs a separate evaluation of its behavior and review needs.

Does automation mean replacing all our software?

Usually the first question is what your current tools already support. Configuration, templates or a small connection may be sufficient.

Where does AI fit?

I use agentic AI and harnesses to assist with implementation and checks. The finished workflow may use predictable rules and ordinary interfaces. Adding AI to its operation would require its own scope and evaluation.

Prepare for this conversation

Prepare a workflow automation brief →

A useful next step

What would a useful first result look like?

Bring the outcome, the context, and the constraints.
We’ll start by defining a useful next question.

Start a conversation

Request first. Scope and next steps follow review.

See intent become action.

Explore a fictional customer request, missing information and a changed requirement. See why current approval and passing checks matter.

Try the request-to-delivery demonstration →