The method

Assess → Simplify → Automate → Train

Same ops discipline you’d use on a messy service desk — applied to AI. We don’t start with a chatbot. We start with the work.

Sit with whoever does the job. Triggers, handoffs, exceptions — and what must stay human. Gates are named here, not bolted on later.

Kill busywork before you automate it. Automating a broken process just makes the mess go faster.

Agents and workflows in tools you already use. Approvals on money, access, deletes — AI doesn’t freestyle the consequential stuff.

Your people own the playbook when I’m gone. No mystery vendor.

Gates — what stays human

These are literal. The brand line is not a slogan.

Quotes, invoices, discounts, refunds, and anything that moves cash stays with a human.

Permission changes, account creation, and security-sensitive steps need a person.

Irreversible removes — records, files, tickets — require approval. Add gates when the work needs them.

See workflow automation for inbox / quotes / tickets examples, or the services menu for the kinds of work.

Next step

I’ll tell you if we should automate it — or leave it alone. Thirty minutes. Bring one painful routine. FAQ first if you want the short version.