Automation Implementation

A useful workflow.
Ready for real work.

Turn a defined opportunity into a working part of your business: connected to your tools, tested against the awkward cases and handed over with a clear owner.

For a team with an audit, a brief or a clearly described workflow. Scope and fee agreed before work begins.

A complete workflow · System illustration

From incoming work
to a useful action.

Receive & prepareBring the request, document or record into one flow.
Check & routeValidate details and put exceptions with the right person.
Approve & actUse the agreed permissions to update connected tools.
Observe & recoverMake progress, failures and recovery visible.

Who it is for

One complete piece
of work, defined.

The best first release is one whole job: a request that reaches its owner, a document that becomes an approved record, a support question that produces a sourced draft.

A useful brief is specific.

For example: “Prepare invoice records for accounts payable, flag missing fields and possible duplicates, and post only after approval.”

What you receive

The workflow and the means to run it.

Five deliverables, named in your proposal with their acceptance criteria.

Implementation deliverables
DeliverableWhat it includesWhat you can do with it
Working workflowThe task, integrations, review steps and exception handling.Complete the agreed work inside your normal process.
Evaluation recordRepresentative examples, failure cases, results and remaining limitations.Judge readiness against the acceptance criteria.
Release planDeployment steps, access, rollout and recovery.Introduce the system deliberately and know how to pause it.
Operating guideHow to use the workflow, resolve exceptions and escalate issues.Give users and operators a practical reference.
Technical handoverArchitecture, configuration, dependencies, repository and account access.Maintain the implementation yourselves or with another partner.

Designed for the exceptions

Real work has an awkward path.

A missing field, an uncertain answer or an unavailable system each need a considered response. This is where human control is designed in.

Uncertain information

Make review useful.

Show the source, flag what needs attention and let a person resolve it with the context in front of them.

Interrupted work

Make recovery deliberate.

Record where the workflow stopped. Define how to retry, resume or reverse an action without creating a duplicate.

A disputed result

Make investigation possible.

Keep the action history so the team can understand and correct what happened.

How it works

Build it.
Evaluate it.
Put it to work.

  1. Confirm the first release

    Review the brief, examples and constraints. Resolve feasibility questions that could change the scope.

  2. Build and review together

    Develop the complete flow and its integrations, with regular reviews alongside the people who will use it.

  3. Evaluate against the brief

    Test normal cases, exceptions and failures. The recorded results drive the acceptance decision.

  4. Release and hand over

    Roll out, guide the users, transfer documentation and access, and confirm who owns the live system.

What it needs from you

People who can answer, test and decide.

  • A process owner who defines the intended result.
  • Approved examples, including awkward cases.
  • Systems owners who can arrange test access.
  • Users available for reviews and acceptance.

Commitment and cost

A fixed scope, agreed first.

The proposal sets the scope, fee, schedule and acceptance process, and records hosting, licensing and the accounts the workflow uses.

Third-party usage, new workflows and ongoing care are priced separately, so the project fee covers one defined outcome. A change of scope is costed and agreed before it is done.

Delivered work

How this looks in practice.

Devopsly project · Support

Routine answers, with a route to a person.

A retrieval-based assistant connected to Zendesk and Confluence. Human escalation was part of the workflow from the start.

Read the support AI project

Case study · HR and payroll

Changing AI behaviour without a release.

For an HR and payroll assistant, a configuration-delivery system carries prompts, model settings and knowledge updates to customer environments, separately from application releases.

Read the HR assistant case

Delivery questions

Before the first release.

Can you use a brief or audit from another team?
Yes. We review the workflow, assumptions, feasibility and acceptance criteria, then identify anything still needed to agree delivery.
Can a workflow act without human approval?
Where the task supports it. That depends on the authority to act, the evaluation results and the consequences of an error. Review and escalation rules are part of the design.
What if the workflow does not meet the acceptance criteria?
We review the failed cases and agree the action within the project scope: adjusting the approach, refining the workflow or keeping more human review before release.
Can our team maintain it afterwards?
Yes. Ownership, access and handover are set out before work begins. You can run it yourselves or move to Managed AI Operations.

Make the brief concrete

What should the first release do?

Bring the workflow, its owner and the result you need. We’ll identify the boundaries and open questions for a delivery proposal.