Skip to content

Our Process

Five steps, zero surprises, one working system

Every project — from a single workflow to a company-wide automation program — runs through the same five steps. Here's exactly what happens at each one.

  1. 1. Discovery

    30 min · free

    A free call where you talk and we listen. We map how work actually flows through your business — the tools, the handoffs, the workarounds nobody admits to — and identify the processes bleeding the most time.

    You get: A shortlist of your highest-cost manual processes, ranked by automation payback.

  2. 2. Audit

    3–5 days

    We go deep on the winning process: interview the people doing it, trace the data step by step, and design the target system. Then we put numbers on it — hours saved, error costs removed, tooling costs — and fix the price.

    You get: A fixed-price proposal with architecture, timeline, running costs, and the payback math.

  3. 3. Build

    1–5 weeks, by scope

    Senior builders construct the system in short cycles with a written update every week. Error handling, retries, and logging go in from the first workflow — not bolted on at the end. You see progress continuously, not at a big reveal.

    You get: A working system in a staging setup, plus weekly written progress updates.

  4. 4. Test

    3–7 days

    The system runs against your real data while the old process keeps running in parallel. We hunt edge cases — the weird CSV, the customer with two accounts, the API that times out — and fix them before they can ever page anyone.

    You get: A verified parallel run with reconciled results, signed off by your team.

  5. 5. Handover & Support

    ongoing, optional

    Go-live, then everything you need to own it: documentation, a video walkthrough, credentials in your hands, and 30–60 days of included fixes. Stay on a retainer and we monitor, maintain, and keep shipping improvements — or run it yourself. Your call.

    You get: Full ownership, documentation, included post-launch fixes, and an optional retainer.

What it's like

Working with us, practically

Async by default

Written weekly updates and a shared Slack or email thread. Meetings only when a decision genuinely needs one.

Your time cost: ~3 hours

A typical project needs three short sessions from you: the discovery call, one process walkthrough, and the handover demo.

Least-privilege access

We request the minimum credentials needed, stored in a vault, revocable by you at any moment — and we'll ask you to revoke what's unused at handover.

Step one is free and takes 30 minutes

Book a free 30-minute automation audit. We'll map your most expensive manual process and show you exactly what it would take to automate it — no obligation, no fluff.

Usually booked out 1–2 weeks — grab a slot early.