Our approach
Measure → Automate → Prove → Expand
A practical, repeatable way to remove repetitive work. We measure first, automate only what earns it, prove the result against a baseline, then move to the next process.
Where you can start
- Step 01Free call15 or 30 minutes with the founders
- Steps 02–03Automation Audit · $199Money-back if we can't find what to automate
- Steps 04–11Build & measureFixed scope, quoted after the audit
You can stop after any of them.
Engagement lifecycle
Eleven steps from first conversation to measured result.
Every engagement moves through the same sequence, grouped into the four stages of our method. The depth of each step scales with the process, but nothing skips the approval gate.
01
Measure
We learn how the process works today, who touches it, how often it happens, and how much time it consumes.
You receive
- Current-state process map
- Baseline measurements
- 01
DiscoveryFree call
A conversation about where time goes, which processes frustrate people, and what constraints apply.
- 02
Process mapping$199 audit
Step-by-step documentation of how the work actually happens, including handoffs and exceptions.
- 03
Opportunity analysis$199 audit
Each candidate process is scored on frequency, time, feasibility, risk, and value.
02
Automate
We redesign the repetitive portions using workflows, integrations, AI, and custom software where appropriate.
You receive
- Working automation
- Runbook and documentation
- 04
Technical design
Tool selection, data flow, error handling, security, and the points where a person stays involved.
- 05
Implementation
The automation is built in small, testable pieces against your real systems or test environments.
- 06
Testing
Real historical examples and edge cases are run through the system before it goes live.
- 07
Human approvalGate
The process owner reviews results and signs off. Nothing goes live without that approval.
- 08
Deployment
A controlled rollout, often running alongside the manual process at first.
03
Prove
We compare the automated process against the original baseline.
You receive
- Before-and-after comparison
- Recommended adjustments
- 09
Monitoring
Runs, failures, and exception queues are tracked with alerts for anything unusual.
- 10
Measurement
Results are compared against the baseline captured during process mapping.
04
Expand
Once an automation demonstrates value, we move to the next worthwhile process.
You receive
- Updated opportunity roadmap
- 11
Optimization
Rules and thresholds are refined with real data, and the next opportunity is selected.
Prioritization
Not every process is worth automating first.
We rank opportunities on five practical criteria. The best first candidates run often, take real time, follow predictable rules, carry manageable risk, and produce results you can measure.
Frequency
How often does the process run?
Time consumed
How much staff time does each run take?
Implementation feasibility
Are the inputs predictable and the systems accessible?
Operational risk
What happens if the automation gets it wrong?
Measurable business value
Can we measure the improvement against a baseline?
How a shortlist might score
Example scoringInvoice data entry
Start here- Frequency
- 5 out of 5
- Time consumed
- 4 out of 5
- Implementation feasibility
- 5 out of 5
- Operational risk
- 4 out of 5
- Measurable business value
- 5 out of 5
Weekly status report
Strong candidate- Frequency
- 3 out of 5
- Time consumed
- 3 out of 5
- Implementation feasibility
- 4 out of 5
- Operational risk
- 5 out of 5
- Measurable business value
- 3 out of 5
Contract negotiation
Keep with people- Frequency
- 2 out of 5
- Time consumed
- 4 out of 5
- Implementation feasibility
- 1 out of 5
- Operational risk
- 1 out of 5
- Measurable business value
- 2 out of 5
Higher is more favorable. For operational risk, a higher score means lower risk if the automation makes a mistake.
Start measuring
Size a process before we talk.
The same arithmetic we use in the Measure stage. A rough baseline is enough to see whether a process deserves a closer look.
Estimated capacity
- Current weekly hours
- 24.0 hrs
- Current monthly hours
- 104.0 hrs
- Estimated monthly labor value
- $4,680
- Estimated hours recoverable
- 52.0 hrs / mo
Estimated annual capacity value
$28,080
Estimates are directional and do not represent guaranteed savings.
How this is calculated
- Weekly hours = people × hours per person
- Monthly hours = weekly hours × 4.33
- Monthly labor value = monthly hours × hourly cost
- Recoverable hours = monthly hours × automatable share
- Annual value = recoverable hours × 12 × hourly cost
Security & data
Built for the people who have to approve it.
Automation touches real systems and real data. These are the practices we follow on every engagement.
Least-privilege access
We ask only for the access a workflow needs, ideally through dedicated service accounts or test environments.
Your accounts, your credentials
Automations run in accounts you own. Credentials stay in your systems or a password manager you control, never in email or chat.
Careful with AI and data
We send a model only the data a step needs, and use provider settings that keep your data out of model training where available.
Logged and monitored
Every run is logged, failures alert a person, and exceptions are routed for review instead of silently skipped.
Human approval gates
Nothing goes live without your process owner's sign-off, and sensitive actions can always require approval.
You own the work
Workflows, code and documentation belong to you, so you are never locked in to us.
Working together
What we need from your team.
Engagements are designed to take as little of your team's time as possible.
- 01
Someone who does the work
Access to the people who run the process day to day, for a walkthrough and follow-up questions.
- 02
A process owner
One person who can make decisions about the process and approve the automation before it goes live.
- 03
System access
Appropriate access to the tools involved—ideally a test environment or limited-permission accounts.
- 04
Real examples
Historical emails, documents, or records so the automation is tested against real conditions.
Start with one process.
Tell us about the repetitive work that frustrates your team most. We'll begin with Measure.
A free 15- or 30-minute call with the people who build it. No platform commitment. No obligation to build.