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Workflows and automation

We change how the repetitive work gets done.

Automation and AI agents on systems you control, then we teach your people to run it. Only what the assessment justified gets built.

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The build

Everything between your inbox and the finished work.

Quotes in one inbox, invoices in another, the real status in someone’s head. We build on the tools you already run, one layer at a time.

Sample · fictional organization
01Your toolsConnected, not replaced.
  • Gmail
  • QuickBooks
  • Microsoft 365
  • Slack
  • Excel
  • Salesforce
  • GoHighLevel
  • Google Sheets
  • Notion
02Process mapEvery step drawn and graded.
  1. RequestHybrid
  2. QuoteManual
  3. ApproveManual
  4. OrderManual
  5. InvoiceAutomated
03AutomationsThe rule-following work runs itself.

When a request arrives then route it to the right person

Every Monday at 8:00 then send the weekly report

On
04AgentsUnsure? They ask a person.
  • FelixFront desk
  • QuinnQuotes
  • OwenOrders
  • SadieSchedule
  • IrisInvoices
05DashboardThe whole operation, live.
  • Requests in flight23
  • Quotes out14
  • Invoices overdue3
  • Hours back17.5 h
Yours to keep

A running system you own.

Every agent has a named keeper, every rule is written down in plain language, and anything can be switched off as easily as it was switched on. An asset, not a subscription.

Sample · fictional organization
Agents · settings
AgentKeeperWorks inStatus
FelixFront deskPriya NatarajanGmailMicrosoft 365On
QuinnQuotesMateo LombardiGmailExcelOn
OwenOrdersSam WhitfieldQuickBooksGmailOn
SadieScheduleGabriel ReyesTeamsGoogle SheetsOn
IrisInvoicesLena FischerQuickBooksSlackOff

Access scoped per tool, written downNothing leaves systems you control

Needs a personFrom Quinn · 10:05

Theo ThorntonCan you do 40 of the large ones by Friday?

Quinn isn’t sureRush pricing isn’t in the price list, so the draft waits for Mateo.

Sent to Mateo, Quinn’s keeper

What comes back

Hours back, every week.

What one automated workflow returns, measured before and after on the same team. Every engagement ends with this table, built from your own numbers.

Sample · fictional organization
  • 9h a weekPA

    Back from quote follow-up

    Before → after · 11 h → 2 h
  • 5h a weekPA

    Back from chasing invoices

    Before → after · 6 h → 1 h
  • 3.5h a weekPA

    Back from the Monday report

    Before → after · 4 h → 0.5 h
  • 17.5h a weekPA

    Back in total, every week

PA = position approximate. Illustrative figures for a fictional organization, not a client result.

Where it fits

Built for the work your organization actually does.

  1. 01

    Professional services

    Intake, engagement letters and invoices move on their own, so the team bills hours instead of chasing them.

  2. 02

    Field and trades

    A request becomes a quote, a schedule and an invoice without anyone typing it three times.

  3. 03

    Public sector

    Permit and records requests are sorted, routed and answered on systems the agency already owns, with an audit trail on every step.

  4. 04

    Nonprofits

    Donor, grant and volunteer records stay in step, so the board report takes an afternoon, not a week.

Before you book

How an engagement runs, in writing.

Read the model before you book. It doesn’t ask for a call.

White paper · OC-401 · 6 pages · Free

The engagement model, in four phases.

How an engagement runs, from the first record we ask for to the day the build team steps back, and what each phase asks of you.

  1. 01Collect the record
  2. 02Educate and align
  3. 03Implement and build
  4. 04The Office of AI
Read the paper The partnership in full
Begin

What would you like to make easier?

Bring one task that frustrates your team to a 30-minute video call, and we'll talk through what could make it easier. No jargon, no pressure.

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