Leaver checklists, renewal reviews and meeting briefs shouldn’t depend on one person’s memory. We build your office’s procedures and practical know-how into AI workflows the whole team can use.
Built for the AI you already use.
Claude
Copilot
GeminiIllustrative workflows. Built around each client’s own procedures and standards.
What your team brings to each run
The HR leaving record, current asset list and account inventory.
The rules already built in
Follow your offboarding checklist, access policy and handover rules. Assign each step to the right desk with a due date. Flag equipment or accounts outside the role’s standard list.
Your team checks the list and performs the access changes and handovers. The workflow prepares the work; your administrators keep the controls.
Read the backup reports and prepare a ticket for each failure, with the client, affected job and error details ready for the technician.
Bring the calendar entry, CRM record and recent correspondence into a one-page brief: who’s coming, what was promised and what remains open.
Compare the asset list and vendor notices with headcount and renewal dates. List unused licences, expiring cover and the questions needed to make a decision.
An SOP may name the steps. Your office manager knows which account is easy to miss and who really owns the next action. We capture that knowledge from written instructions, loose notes or a walkthrough of the job.
Your lead agrees the owners, timing and checks. We test routine and incomplete cases, then have your team run the workflow on real work. You receive the workflow and notes for operating and adapting it under your agreement.
Run the workflow in your own ChatGPT, Claude, Copilot or Gemini with the HR export, asset list, reports or correspondence. Your procedures connect the work across those records.
For an existing workflow, these introductory sprints offer a focused way to begin. Choose based on what’s already written down; each delivers one working AI workflow and handover notes.
You have an agreed procedure
$750
One written procedure built into a workflow, tested and handed over. Three days once the procedure, examples and workspace are ready. Five business days of defect support included.
The know-how needs capturing
$3,500
We capture one team’s procedures and build one priority workflow. About two weeks from the first interview, with ten business days of defect support after handover.
Introductory conversion offers, once per client, using files and exports. For a broader brief, explore team & company implementations. Establishing a function? Build a new capability. Integrations and ongoing development are scoped with you.
Bring that checklist, report or recurring task. We’ll work out how to put the know-how behind it to work for the rest of the team.