Operations audit
We shadow your team and rank every manual task by time saved and risk.
We find the repetitive work slowing your business down, then build AI agents and workflows that handle it: answering leads, reading documents, updating systems and escalating to people when it matters.
What's included
No hand-offs between agencies. Strategy, design, build and growth sit with the same people, working from the same numbers.
We shadow your team and rank every manual task by time saved and risk.
Agents that read email, documents and chats, then take the next step for you.
n8n, Make or custom code connecting your CRM, inbox, sheets and ERP.
Invoices, orders and forms extracted into your systems with checks built in.
AI replies that resolve common questions and hand the rest to your team.
Approval steps, logs and alerts so nothing happens without oversight.
How it works
A clear plan with dates, owners and costs before any work starts, and a weekly update after it does.
We map workflows and estimate the hours each automation will save.
2 weeksA working agent on real data, reviewed with the people who do the job.
1–2 weeksProduction rollout with approvals, logging and fallbacks.
2–4 weeksReviews of accuracy, savings and the next workflows to automate.
MonthlyCase study
“The automation work alone gave our operations team back two full days every week.”
Daniel ReyesHead of Operations, Parcelry
Ways to work together
Every engagement starts with a written scope and a fixed price. No hourly billing surprises.
A two-week audit with a ranked automation roadmap.
From$4k
One to three production automations, fully deployed.
From$12k
An ongoing automation team with monitoring.
From$3k/month
Questions
Agents run in your own accounts where possible, use enterprise model APIs that don't train on your data, and log every action.
Risky steps need human approval, and low-confidence cases are routed to your team automatically.
Most tools with an API or inbox: CRMs, help desks, accounting software, ERPs, spreadsheets and more.
Most clients have their first automation live within four weeks of the audit.
A 30-minute call with a senior strategist. You leave with a plan, a rough budget and the first three things we'd do.