Process
A six-step installation path that keeps AI under control.
The process is designed for buyers who want proof, accountability, and clear handoffs before automation touches sensitive systems.
01
Workflow pressure
We identify where repeated work, slow response, rework, or manual follow-up is already costing the business.
02
Data and tool map
We document the tools, fields, permissions, triggers, destinations, and handoffs needed for the workflow.
03
Automation design
We define what AI can do, what humans approve, how exceptions route, and what should be logged.
04
Smoke test
We use controlled payloads and visible outputs before connecting production accounts.
05
Production launch
We connect real tools only after the test output, owner handoff, and rollback path are understood.
06
Operate and improve
We review outputs, tighten prompts and rules, document the runbook, and decide what expands next.