Workflow audit & job design
Trigger, inputs, actions, exceptions, owners, and the one metric that proves the pilot worked.
First engagement
Prove one workflow before you automate everything.
The First Workflow Pilot turns one recurring job into a managed AI agent—with human approvals, an audit trail, and a success metric you agree up front.
What’s included
A complete first loop—not a slide deck.
You leave with a live (or ready-to-live) workflow your team can trust, not a pile of prompts to maintain.
Tool connections
Minimum integrations to your email, CRM, calendar, forms, or documents—no stack replacement.
Approvals & AgentOps
Permission boundaries, human approval points, escalation owners, and a full audit trail.
Test, launch & review
Edge-case testing with your team, go-live support, and an improvement review against the agreed metric.
🛡️ Performance Guarantee
Claim Your Audit →
Agreed Success Metric or 100% Refunded.
Before we write a single line of code, we agree on one measurable success metric (e.g. median speed-to-lead < 60s, or 100% renewal files audited 30 days prior). If the pilot does not achieve this metric in 14 days, you get a full 100% refund of the $1,999 pilot fee. Zero risk.
How we measure success
One primary metric before we build.
Pilots fail when “AI” is the goal. We pick a business measure that your team already cares about—and we design the agent job against it.
Speed
Time-to-first-response, scheduling lag, report cycle time
Completion
Follow-up rate, closed loops, backlog cleared
Quality
Rework rate, escalation accuracy, data completeness
Capacity
Hours returned to the team each week
Secondary signals (volume handled, approval rate, exception rate) are tracked in AgentOps so we can tighten the loop after launch.
What you get vs DIY
Work completed—not another builder to babysit.
Typical DIY path
- You invent the use case
- You wire tools and prompts
- Failures show up in customer email
- Nobody owns improvement
First Workflow Pilot
- We choose the job against business value
- We design controls before go-live
- Sensitive actions need human approval
- We review outcomes and tighten the loop
Zero-Friction Scheduling
Book your 15-minute workflow audit.
Pick a time on our live calendar. We evaluate your workflow, verify technical feasibility with your current tools, and confirm the exact success metric for your pilot.