Start with the workflow that already wastes your week.
If you know where the drag lives, we can scope the first practical AI automation lane quickly. If not, the launch audit clarifies the boundary, approvals, and path to production before any build spend begins.
Need
Workflow, systems, owner, KPI
Route
Email first or booking when ready
Outcome
Scoped recommendation, not hype
Intake surface
Workflow
Name the loop that wastes time
Systems
List the current operating stack
Review
State how much human approval you want
Decision
Clarify pilot next, later, or no-go
Intake signal
The first conversation should feel specific before it feels exciting.
The intake is there to make the work legible: workflow name, system boundary, approved source material, KPI target, and the level of human review the business actually wants.
Workflow name and owner
Systems and source material already in play
Quality or speed failure today
selected lanenamed KPIreview edge
Selected lane
Meeting recap and follow-up
Best for teams that already run recurring calls and want cleaner recap, action extraction, and follow-up consistency.
First KPI: Follow-up sent within one business day
System pattern: Meeting note or transcript -> recap and task draft -> CRM, docs, or project tracker
Approval boundary: Humans approve any commercial commitment, pricing statement, or edge-case response before it leaves the business.
What you should get back
Workflow brief with trigger, owner, KPI, and no-go boundary.
System map covering inbound source, record system, document sources, and approval edge.
Exception and approval policy for risky or ambiguous cases.
Thirty-day pilot plan with a go, narrow, or no-go recommendation.
Direct route
Prefer email first? Use the same lane name and keep the note anchored to follow-up sent within one business day.
This lane fits when calls already generate manual recap work, founder memory debt, and uneven follow-up quality across sales or delivery conversations.
The current drag inside meeting recap and follow-up
The live path today: Meeting note or transcript -> recap and task draft -> CRM, docs, or project tracker
The approved source material already in use: Call note templates, approved follow-up examples, delivery SOPs, and meeting transcript samples.
The KPI you want to move first: Follow-up sent within one business day
Good fit
The business already has a recognizable meeting recap pattern.
Templates or strong examples for follow-up already exist.
The friction comes from speed and consistency, not deep research.
Not day one
Every meeting requires custom strategic synthesis from scratch.
No one owns follow-up quality after the call.
The business wants the first lane to decide pricing or scope autonomously.
What happens after submit
Step 1
Review the workflow, current stack, and owner to decide whether the lane is specific enough for a useful first conversation.
Step 2
Reply with a scoped direction: launch audit next, narrow the lane first, or hold because the workflow is still too broad.
Step 3
If the lane is viable, move into the smallest engagement that can prove it without expanding scope too early.
Not a day-one fit when
You need multiple workflows bundled into the first engagement.
No one can name the owner or review risky outputs weekly.
The lane only works after a full platform rebuild or data-model redesign.
The business expects autonomous external commitments on day one.
Workflow scope intake
Open the intake for your first practical AI workflow lane.
The intake opens in a hosted form so it stays stable and easy to complete. It qualifies one bounded workflow in a fixed order: owner and lane, systems and source material, risk and review, then timing and budget.
Workflow basics
Name one repeated lane, the owner, and the workflow category before anything else.
Systems and sources
Clarify the inbound source, the system of record, and whether approved docs or SOPs already exist.
Risk and readiness
We check risk areas, weekly review capacity, readiness to move, and budget posture before recommending a next step.
