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What we set up

Four areas. Pick the one closest to your problem — we refine scope together before building anything.

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01

AI agent setup

Assistants connected to your inbox, docs, or tools — with rules on what can run unsupervised.

Use cases

  • Draft replies from a knowledge base with human approval before send
  • Summarise long threads and propose next actions
  • Route inbound requests to the right person with context attached

Deliverables

  • Configured agent with tool connections and guardrails
  • Approval workflow documented step by step
  • Runbook for your team to operate and extend

Timeline: 2–4 weeks for a focused pilot, depending on tool access and content readiness

Prerequisites

  • A defined workflow with clear inputs and outputs
  • Access to the tools involved (email, docs, CRM, etc.)
  • Someone on your side who can approve customer-facing output
Discuss this workflow →
02

Private and local setups

When data should stay on your machines — local or private-cloud agent setups.

Use cases

  • Query contracts or internal docs without uploading to public AI services
  • Run assistants on hardware you control
  • Keep sensitive client data inside your network perimeter

Deliverables

  • Local or private-cloud deployment with documented data paths
  • Indexing pipeline for your document set
  • Security notes: what stays local, what leaves, and when

Timeline: 3–5 weeks — hardware provisioning and data classification add time

Prerequisites

  • Clear list of what data must not leave your environment
  • Hardware or private-cloud capacity for the workload
  • Someone to own updates and backups after handoff
Discuss this workflow →
03

Workflow automation

Repeatable steps across web tools and spreadsheets — scripts before agents, logs on everything.

Use cases

  • Weekly status reports compiled from project tools
  • Lead routing from web forms to the right inbox with tags
  • Invoice reminders triggered by spreadsheet dates

Deliverables

  • Working automation with logging and failure alerts
  • Source code or no-code config you own
  • Test cases and a kill switch documented

Timeline: 1–3 weeks for a single flow with stable inputs

Prerequisites

  • The task repeats on a predictable schedule or trigger
  • API access or export paths for each tool involved
  • A named owner who gets alerted when something breaks
Discuss this workflow →
04

Coding workflow setup

Repo hygiene, review helpers, and small integrations for teams outgrowing no-code.

Use cases

  • PR summaries and changelog drafts from commit history
  • Lint and test runners wired into your existing CI
  • Small API bridges between tools your team already uses

Deliverables

  • Scripts or integrations in your repo with README
  • Credential handling documented (env vars, secret store)
  • Monitoring hook or alert channel configured

Timeline: 1–2 weeks per integration; larger setups scoped separately

Prerequisites

  • A git repo or script host your team can access
  • Agreement on where secrets live (not in the repo)
  • A developer or technical owner on your side for review
Discuss this workflow →

Read: AI agent basics · Read: automation ROI

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