01 · DiscoverAI workflow discovery
Problem: You see potential for improvement but need help choosing where to begin.
Includes: Workflow mapping, stakeholder conversations, opportunity assessment, and review of relevant systems and constraints.
Deliverables: Workflow map, prioritized opportunities, initial solution outline, and suggested success measures.
Best suited for: Teams exploring AI or automation and wanting a grounded starting point.
Discuss discovery →
02 · ConnectWorkflow automation & integration
Problem: Work depends on repetitive steps, manual handoffs, or disconnected tools.
Includes: Process design, system integration, workflow logic, exception handling, testing, and documentation.
Deliverables: Configured workflow, integration documentation, test plan, and handover materials.
Best suited for: Teams with repeatable processes and opportunities to reduce manual handling.
Discuss integration →
03 · Apply AIAI agents & assistants
Problem: Teams need help with language-heavy work like searching, summarizing, drafting, or classification.
Includes: Use-case definition, assistant behavior design, approved knowledge or tool connections, testing, and review boundaries.
Deliverables: Focused assistant or AI-enabled workflow, usage guidance, and evaluation approach.
Best suited for: Teams with a defined task and clear expectations for human oversight.
Discuss an AI assistant →
04 · OrchestrateMulti-model & tool orchestration
Problem: A process involves several tools, AI steps, decisions, or teams.
Includes: Coordinating models, APIs, business rules, data, task routing, and human approval points.
Deliverables: Workflow architecture, connected components, fallback paths, and operational documentation.
Best suited for: Organizations looking beyond one-off automations toward end-to-end processes.
Discuss orchestration →
05 · OverseeHuman review & approvals
Problem: Automated work needs clear checkpoints for quality, judgment, or accountability.
Includes: Review criteria, approval routes, escalation paths, and feedback loops.
Deliverables: Review steps built into the workflow, decision guidance, and exception handling.
Best suited for: Workflows where AI should support, not silently replace, human decisions.
Discuss oversight →
06 · ImproveMonitoring & optimization
Problem: A workflow needs attention after implementation to stay useful and dependable.
Includes: Agreed monitoring, issue investigation, workflow refinement, and adoption support.
Deliverables: A support approach aligned to the solution and agreed measures.
Best suited for: Teams that want help maintaining and improving implemented workflows.
Discuss ongoing support →