Workflow Automation Sprint
One repetitive job automated in your own tools in 1 to 2 weeks, with a log, an alarm and a person checking what matters.
Your best person spends every morning retyping what's already written. Hand that one job to an automation that asks when it isn't sure.
- One Job, Clearly Scoped
- Running in 1 to 2 Weeks
- Built in Your Own Accounts
- Built Wrong? It Gets Fixed
One Job, Clearly ScopedRun Log: Order Intake
Running- 07:02Order 4471 read from email and entered
- 07:02Order 4472 matched to Acme Supply, entered
- 07:03Order 4473: quantity unclear, sent to Dana
- 07:05Dana fixed 4473. The fix is now a rule
- 07:06New supplier code: left blank, flagged
Your Business Runs on Copy and Paste, Doesn't It?
If one of these sounds like your week, this sprint was made for it.
Two Screens. Copy, Paste, Check, Next… Until Eleven.
Email on the left screen, order system on the right. You didn't hire someone your customers ask for by name to retype what's already written.
Read Every Emailed Order Straight Into Your System
Each order lands in the right fields on its own. Anything it can't read cleanly waits for your person, flagged, instead of being guessed.
The Order That Sat in the Inbox for Two Days
It came in Tuesday night. Nobody saw it until the customer called Thursday. A web lead wouldn't even call. They'd hire whoever answered first.
Route Every Order and Lead to the Right Person in Minutes
New requests land with a named owner right away, day or night. Nothing waits for someone to happen to open the inbox.
One Customer, Typed Three Different Ways
Your CRM has "Acme", "ACME Supply" and "Acme (old)". So at 4:30 Friday, somebody (maybe you) retypes paid invoices to get Monday's report right.
Get Your Systems Speaking the Same Language
Your CRM, your books and your store stay in sync on their own, so Monday's report is already right when you open it.
The Last Automation Broke, and Nobody Noticed
You tried once. It ran for three months, then one step quietly stopped. You heard it from a client, and the team went back to doing it by hand.
Know the Minute Something Breaks
Every run is logged in plain words. If a step stops, an alarm tells a named person on your side which one, before a customer notices.
Pick, Build, Pilot, Roll Out. Two Weeks at Most.
Smaller jobs finish sooner. Your part: about an hour showing how the job is done, a few check-ins, and a yes.
Pick: Watch the Job Done the Real Way
Your person does the job while it's recorded and timed. You sign off a one-sentence scope, so everyone knows what done looks like.
Build: The Safety Net Goes In First
Approvals, log and alarm come first. Then it's tested on copies of your records, so nothing live is touched.
Pilot: On Your Real Work
It runs on real orders while your person checks every result. Each miss gets fixed at the rule, so it stays fixed.
Roll Out: Your Person Takes Over
The guide, the walkthrough and your before and after. Your person runs it once with support, then on their own.
What's in Your Hands When the Sprint Is Done
One job, scoped in a sentence and done properly. All of it stays in your accounts.
The Job, in One Sentence. What starts it, what it does, what counts as done. Signed off by you before anything is built, so it can't quietly grow.
An Automation in Your Own Tools. Built under your logins, in software you already pay for. Remove access at the end, and it keeps running.
A Person Wherever It Matters. Anything your customer sees or that touches money waits for your person's OK. When the data is unclear, it asks.
A Log You Can Read, and an Alarm. Every run in plain words, and an alarm that reaches a real person on your side, not a dead inbox.
A Handover Anyone Can Follow. A plain-English guide, a recorded walkthrough, your before and after, and one person on your side ready to own it.
Name the Job. See It Running Within Two Weeks.
Get Your Game PlanYour Person Already Knows the Hard Part
The exceptions live in their head. The customer who sends every PO twice. The item code the supplier changed last spring. Quick builds break right there, so the sprint starts by watching your person work. A distributor's AI catalog began the same way.
They continuously bring great ideas to the table and implement everything in a very efficient manner.
Why Now
Every Morning Spent Retyping Is Gone for Good
You pay for this job every day, in your best person's hours. And every retyped order is one more chance for a 1 to become a 7.
The only instructions probably live in one person's head. The week they're on vacation, the pile waits. Only a small handful of projects run at once, so start dates fill up.
The Details
What You Get, and When
The exact scope comes out of the 30-minute call, built around your tools and your team.
Delivery 1 to 2 weeks
Get Your Game PlanWhat's Included
- One job, scoped in a sentence you sign off
- Log, alarm, and a person wherever it matters
- Plain-English guide and a recorded walkthrough
One job, scoped in a sentence you sign offWhere It Leads
Bigger Than One Job? Governed AI Workflow
For the big, repeated job where a wrong answer hurts: AI drafts, your people approve. About six weeks.
Explore This OutcomeQuestions, Answered
Anything else? Bring it to the 30 minutes.
Does this job even need AI?
Often, no. Most routing and syncing runs on plain rules. Where judgment's needed, AI fills a field when sure, asks your person when somewhat sure, and leaves it blank when not.
Someone on the team already does the Zapier. Why bring anyone in?
If they have the time and the job is simple, honestly, let them build it. A sprint earns its keep when the job crosses tools, has unwritten exceptions or needs approvals.
Ask any builder what happens when a step fails, who hears about it, and where the log lives. Those answers are what you're investing in.
Will it work with the tools you have, even the old order system?
Usually. It's built in what you already pay for: Airtable, HubSpot, QuickBooks, Shopify, Zapier, Make or n8n. Older systems need an import, an API or a scheduled export.
You'll know which in the first two days.
Will the team trust it, or think it's here to replace them?
The person who does the job today helps build it, checks every pilot result and owns it after. They keep every judgment call, and their mornings go back to your customers.
What if it breaks after handover?
If something built doesn't work the way it was promised, it gets fixed. The alarm tells you which step stopped.
Everything lives in your accounts, so you're never locked in.
Who Gets Their Mornings Back First?
Give it 30 minutes. Walk through the one job you'd hand over first. Your written game plan follows.
- A written game plan within two business days
- Everything built stays in your own accounts
- Only a small handful of clients at a time
A written game plan within two business days30 minutes · Google Meet
Your Game Plan Starts With 30 Minutes
- Talk it through with the person who'd lead the work
- Nothing to prepare. No pitch, no slides.
- A written game plan follows, yours to keep
Pick a weekday time that works on the next page. The invite lands in your inbox right away.