Managed Workflow Automations

Automation that works
while you don't.

We build, deploy, and manage workflow automations that handle the repetitive, time-consuming work in your business — fully remote, fully managed, no servers required on your end.

Four phases.
Fully remote.

You're never asked to manage servers or write code. We handle the technical layer — you bring the domain knowledge and approvals.

PHASE 1
🔍
Discover
Information gathering & audit
PHASE 2
🛠️
Build
Collaborative build & review
PHASE 3
🚀
Deploy
Test, shadow-mode, go-live
PHASE 4
🛡️
Support
Remote monitoring & care

What happens at
each stage

PHASE 1
Discover — Client Information Gathering ~45-min discovery call + workflow mapping · fully remote
  • Discovery call (recorded with your consent) where we map your workflows end-to-end
  • We ask: what tasks do you dread? Where does work pile up? What have you tried to automate?
  • Every candidate workflow is plotted on a value × effort map — we start with the quick wins
  • What you prepare: 2–3 real examples of the task, sample data, a list of tools/systems, and who owns each process
  • Access & credentials: a secure one-click connector — you authorize your apps; we never see raw passwords
  • Everyone who touches the process is welcome on the call
You receive An Automation Audit Report: prioritized pain points, an effort × impact matrix, recommended tools/automations, projected ROI, and a quick-start plan. The full audit fee is credited toward your build.
PHASE 2
Build — Collaborative & Reviewed Iterative sprints with demos & your sign-off at each gate
  • Kickoff: we set up your private workspace and a shared Slack Connect channel
  • Each workflow is built with guardrails and a full audit trail — you can always see what the automation did
  • You review working demos — nothing goes live without your approval
  • Your role: subject-matter feedback, test examples, and approvals at each gate
  • Our role: build, configure, write evals, harden edge cases, and prepare deployment
  • A first working automation is typically ready in 1–2 weeks per workflow
You receive A working, reviewed automation per approved workflow — with guardrails, memory, an audit trail, and an evaluation report showing accuracy on real examples.
PHASE 3
Deploy — Safely, in Stages Evals → shadow mode → progressive autonomy → production
  • We validate against an eval set of ~50 real examples and share accuracy results with you before anything goes live
  • Shadow mode: the automation runs alongside your team without taking action so you can verify its output
  • We then increase autonomy in steps until it's fully in production
  • Connect your channels — the automation lives where you already work: SMS, Slack, email, or web
  • Go-live checklist + your acceptance sign-off
  • You get a simple control room dashboard for logs, approvals & handoffs
You receive A live automation in production, a go-live acceptance record, and a handover doc showing how to interact with it and where to see its activity.
PHASE 4
Support — Remote & Proactive Watchdog monitoring + a full ticket system
  • 100% remote. All monitoring, fixes, and updates are done from our side — nothing to install or maintain on your end
  • Watchdogs alert us if a critical task fails — usually fixed before you notice
  • Monthly optimization: we tune workflows and add value as your processes change
  • Submit issues or requests anytime via email, client portal, or Slack
  • Clear priority levels with defined response & resolution targets
  • New workflows and automations can be added at any time
You receive Proactive monitoring, priority-based support, monthly optimization, and a single point of contact who knows your setup.
Fully managed, fully remote. Your automations run on secure, managed cloud computers that we operate for you. You do not need to buy servers, run a data center, or keep a machine on 24/7. Compute, tokens, and infrastructure are included in your monthly retainer.

Minimal setup.
Maximum automation.

Because everything runs in our managed cloud, your hardware requirements are light.

Required

Essentials

  • Computer — Windows 10/11, macOS 12+, or modern Linux (for dashboard review & calls)
  • Internet — stable broadband, 25 Mbps+ recommended
  • Smartphone — iOS 15+ or Android 11+ (to interact with & approve automations via SMS/Slack)
  • Modern browser — current Chrome, Edge, or Safari
  • Webcam + mic — built-in is fine, for discovery & build sessions
Recommended

Smoother Experience

  • Password manager (1Password / Bitwarden) for secure credential sharing
  • Authenticator app (2FA) for connecting your tools
  • Dedicated Slack workspace or channel for the engagement
  • Second monitor — handy during review sessions
  • An assigned point of contact on your team
Optional

On-Prem Only

  • Only if you require automations to run on your own hardware instead of our managed cloud:
  • Always-on machine — mini-PC / small server, 16 GB+ RAM, SSD
  • Static IP or VPN access for secure remote management
  • Note: self-hosting adds setup & maintenance fees — see rate sheet

Every issue tracked
to resolution.

Log a ticket any time through email, client portal, or Slack Connect. Here's what to expect.

Priority When it applies Initial response Target resolution
P1 · Critical Production automation down / business-blocking 1 business hour
(watchdog often catches it first)
Continuous until resolved
P2 · High Degraded or incorrect output, no workaround 4 business hours Within 1 business day
P3 · Normal Minor issue with a workaround, or a change request 1 business day Within 3 business days
P4 · Low Question, enhancement, or new-workflow request 2 business days Scheduled / roadmap
Business hours: Mon–Fri, 9:00am–6:00pm (your local timezone), excluding public holidays. After-hours P1 coverage (evenings/weekends) is available as an add-on. If a P1 isn't acknowledged within target, it auto-escalates to your account lead by phone.

Included in your plan
vs. billed separately

✅ Included in your monthly plan
Managed cloud computers & infrastructure
Proactive watchdog monitoring & fixes
P1–P4 ticket support within your SLA
Monthly optimization & minor workflow tweaks
Your control-room dashboard
➕ Billed separately
New workflows / automations beyond your tier
Custom integrations to new systems
After-hours P1 coverage & extra training
Out-of-scope ad-hoc engineering
Optional on-prem hosting

Start with a free
discovery call.

We'll surface one automation opportunity for you at no charge — no commitment, no pressure. If there's a fit, we'll outline a clear path forward.

Book Your Free Discovery Call  →