What to know before we start.

Tell us about your company, your tools, and the work slowing your team down. Get a starting plan by email with opportunities to explore and next steps to discuss. The assessment summary reflects your answers; the emailed plan is generated separately. A starting point for discovery, not a final scope or quote.

A submission confirmation means the request was accepted, not that plan generation or email delivery has finished. The generated plan is not a human-reviewed recommendation, confirmed timeline, or promise of savings. Discovery is a separate conversation.

The AI-generated starting plan is free. A separate 30-minute discovery conversation is also free. The Automation Readiness Audit is $500 for a closer examination of an agreed workflow, its systems, exceptions, and risks.

Builds are quoted for the agreed work. Managed Operations starts at $2,500 a month for agreed systems and responsibilities. Advisory is $1,000 for a four-hour block and is an optional alternative, not a required step.

A managed agent uses business context to prepare work or choose a next action within agreed permissions. We define the sources, allowed actions, and review points with you. People handle money, disputes, and consequential commitments.

Managed means we take responsibility for the operating work covered by the agreement: monitoring, maintenance, and agreed improvements. The scope also sets support coverage and escalation.

We choose based on the work. A script or automation suits repeatable rules, such as validating an order or generating files. An agent can interpret context and prepare work within an agreed boundary. An app gives a person a place to view records or act.

Search and knowledge tools are useful when the job is finding and understanding information. Integrations move data between existing systems. A small improvement can be enough; you do not need an agent or a whole-business audit for every task.

Sometimes a connection or script can remove a manual step inside the tools you already use. Other work benefits from a search tool, a review queue, or a focused app. We choose around the job rather than assume every project needs a new screen.

If you choose Managed Operations, we handle the agreed operating work. Your team still uses the outputs, reviews exceptions, and makes consequential decisions.

No. Start with a task that slows your team down. We ask how the work moves, explain the options in plain language, and agree what to build.

Your team helps with examples, access, testing, and decisions that need business judgment. We agree who operates the system after launch; managed support covers the systems in that agreement.

No. We agree the operating responsibilities separately from the build. With Managed Operations, we monitor, maintain, and improve the systems covered by the agreement.

Support hours, response commitments, escalation, and changes depend on that scope. A workflow running overnight does not by itself mean around-the-clock human support.

The answer depends on the systems and providers used for the agreed work. We identify where records are stored, which services process them, and what access the workflow needs before implementation.

Hosting, retention, ownership, and use of AI providers need to be settled in the agreed terms. Do not send passwords, customer records, or unnecessary confidential information through the starting-plan form.

We identify the records and actions needed for the workflow, then agree access with you. Read-only research and actions that update a business system need different permissions.

We discuss credential handling, provider access, and your security requirements before connecting systems. We document the agreed controls before implementation.

Ownership, third-party accounts, licenses, cancellation, and transition arrangements follow the agreed terms. We discuss those points before work starts rather than assume one set of terms fits every engagement.

If an engagement ends, access, records, deliverables, and any transition support are handled under those terms. Ask us to clarify anything your team needs before agreeing the work.

Timing depends on the agreed work, system access, data quality, and review needs. We establish a schedule when those requirements are understood. A short script and a connected customer portal need different amounts of work.

The free starting plan does not confirm a delivery date. The 30-minute discovery conversation is a first discussion, not the total time your team will spend on the project.

We keep the scope focused, test the agreed paths and exceptions, and make responsibilities clear. A script can be the right answer; more software is not automatically better.

Systems can fail or change. For managed systems, we monitor the agreed work and review needed repairs and improvements. Your team's feedback helps us decide what to improve next.

We improve how work gets done with scripts, integrations, automations, AI tools, and apps. We also maintain and improve the systems we manage.

If you are comparing AI automation agencies, ask what work is included, who reviews important decisions, and who is responsible after launch. Those boundaries matter more than the label.