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Automation and training

Understand the workflow. Give the team a plan.

A structured engagement for teams exploring where automation and AI could help. We observe the work, identify useful changes, and practice the approach with the people who will use it.

Package scope

$1,500 package for up to 3 people

6 hours discovery + 4 hours training.

The package focuses on discovery, a roadmap, and training. We agree on the workflows and outcomes before starting; any implementation work is scoped explicitly.

  1. Observe and map the work.

    Six hours of workflow discovery and process mapping: the tools involved, the handoffs, and the points where work slows down or gets repeated.

  2. Choose practical improvements.

    Three priority recommendations with an implementation checklist, tool considerations, and risks to address.

  3. Practice with the team.

    Four hours of hands-on AI and workflow training, with a custom playbook for the team’s top three processes.

Confirm the fit first.

Tell me about the team, the repeated work, and the result you want. We will confirm the format, location, timing, and scope together before booking.

For a focused introduction to working with AI, the two-hour training session may be a better starting point. For an application or integration build, see the implementation work and get in touch about scope.