Workflow Design & Automation
Most automation projects start with the technology. We start with the people. Learn what works, what doesn’t, then automate the rest.
What’s included
We learn the work before we automate it. We map what your team actually does, automate the busy work, and keep people where judgment matters.
Workflow discovery
What your team actually does, where it stalls, and what no process document captures.
Opportunity analysis
Every workflow scored on what to automate, what to redesign, and what to leave alone.
Redesigned workflows
Handoffs eliminated, roles clarified, your team’s judgment placed where it counts.
Working automations
Built to production standards and documented so your team can own and extend it.
“Make it work, make it right, make it fast. In that order. Too many automation projects skip the first two steps.”
Justin Sisley
Founder, Peppercrest
How it works
Learn the work, fix the process, then automate
Learn what people actually do
Map the real process, not the documented one. The dependencies, workarounds, and judgment calls.
Redesign before you automate
Eliminate unnecessary steps and handoffs. Automating a bad process just makes it fail faster.
Build and hand off
Ship the automations, document everything, and hand your team the keys.
At a glance
What changes
Teams recover hours they didn’t know they were losing. The work that required five people and three handoffs runs on its own, with one person reviewing the output.
Process first
Every automation starts with redesigning the workflow it replaces
Human where it matters
Judgment stays with your team. The busy work doesn’t.
Built for
Built for teams that have outgrown their processes
Ops-heavy companies
Every manual step is a cost, and it compounds as you grow.
Scaling teams
What worked at ten people is breaking at fifty. More headcount won’t fix it.
Service businesses
Running the same playbook for every client, manually. That time adds up.
Internal ops teams
Finance, HR, or ops spending hours on work that should take seconds.
FAQ
Common questions
What to expect from a Workflow Design & Automation engagement.
Let’s look at your workflows
Tell us where the manual work piles up. We’ll give you an honest read on what’s worth automating and where to start. No pitch deck, no pressure.
- Describe your biggest workflow pain points
- Receive a scoping proposal with priorities
- Kick off with a focused discovery sprint
How we work
See our approach and process from strategy to shipped.
Playbooks
Explore our guides and frameworks for teams building with AI.
Your team is doing work that should run itself.
We’ll tell you what’s worth automating and what isn’t. Then we’ll fix the process and build automations your team can own. No pitch deck, no pressure.