01 Contact

Book a free 45-minute workflow diagnostic.

Bring one workflow — what runs every day, who runs it, where it strains. We map it live, locate where the latent knowledge sits, and tell you honestly whether an agent fits. No deck, no obligation.

Prefer email? Same diagnostic, async:

02 Come prepared (optional)

What makes the diagnostic sharp.

The workflow

What runs today

The process you want an agent to take over or support — in your words, at whatever level of detail you have.

The strain

Where it hurts

Volume, errors, turnaround time, key-person risk — whatever makes this workflow worth automating.

The systems

What it touches

The tools and data sources involved, and any constraints — security review, compliance, on-premise requirements.

We typically respond within two business days with questions or a proposed first conversation.