Our process - Audit. Optimize. Automate.
Every engagement follows the same three steps. We watch how you work, fix the process, then automate it — usually in weeks, not months.
Audit
Share your screen and walk us through a task exactly how you do it today. No prep, no slide decks — we want the real workflow, clicks and all.
One session of watching the actual work tells us more than weeks of questionnaires ever could.
Included in this phase
- Screen-share walkthrough
- Workflow map
- Bottleneck report
Optimize
Then we cut the fat. A 15-step process usually only needs 8. We fix the process before we touch AI — automating a broken workflow just gives you a faster broken workflow.
You sign off on the new, leaner process before anything gets built.
Included in this phase
- Step elimination
- Process redesign
- New flow sign-off
Automate
We turn the cleaned-up process into a Claude skill and set it up as a scheduled task. It runs on its own, on your schedule, inside your existing tools.
You get the skill, the documentation, and full ownership. No retainer required.
Included in this phase
- Claude skill
- Scheduled task
- Docs & handoff