Inputs
Forms, emails, calls, spreadsheets, CRM fields, files, and customer details needed for the workflow.
From $299
Workflow Plan
Get the automation mapped before anything is built.
A practical scope document for one workflow: what it handles, what it needs, what stays approved, and what the first version should include.
Approval rules
Where AI can draft, where it can route, and where a person must approve.
First build scope
The smallest useful version that can be tested safely with real examples.