Your workflow. AI that works for you.
Start with the work your team actually does, then build AI around your tools, knowledge and processes.
Practical guide · Building a custom workflow
The starting point
Your team repeats the same preparation, copies information between tools or waits for someone to bring the details together. The process depends on people remembering every step.
The proposed workflow
A workflow built around your team prepares the recurring work, connects the tools you already use and puts the right information in front of the person who needs it.
Start with a task that keeps coming back.
The useful starting point is a real piece of work. It might be a document someone prepares every week, an inbox full of requests or a spreadsheet that needs constant attention.
We look at how the task happens today: what starts it, where the information comes from, which tools people use and where their judgement matters.
Use your tools and your company knowledge.
Your team already has templates, terminology and ways of getting things done. A custom workflow can bring those into the preparation, alongside the software you rely on.
For one company, that means an agent that works from a marketing brief. For another, it means an automation that checks incoming messages on a schedule. The form follows the work.
Decide what happens automatically.
Together we define which information the workflow can access, what it can change and which decisions stay with people. Those permissions become part of the integration.
We also decide where the result should appear. A draft in an existing tool is often more useful than another place for your team to check.
Try a useful first version with your team.
We build a first version around a manageable part of the process and test it with real work. Your team checks the results, points out exceptions and helps refine it.
The question is whether the whole task becomes easier, including review and corrections. Once that works, we can extend the workflow where it makes sense.
What would make your working day easier?
Tell me where the work gets stuck. We’ll look at what a useful first step could be for your team.