Workflow & agent design
We map the decisions, handoffs, research, preparation, and coordination that slow your operation—then identify where an AI agent can responsibly help move work forward.
Request The Brief ↗01
What you leave with
01Define a daily brief, meeting preparation, or research workflow
02Decide which steps need your review and approval
03Plan the tools, information sources, and steps needed to build it
A meeting-preparation workflow might gather approved background information, draft a brief, and surface questions for your review. A daily briefing might organize updates from selected sources. These are examples of workflows we can scope around your tools and information.
We define the trigger, information sources, expected output, and person responsible for review. Decisions about sending messages, changing records, or taking other actions belong in the design, so you know where human approval is required.
The design identifies the steps, tools, and access needed to build the workflow. Implementation depends on your systems and the agreed scope. We discuss integration requirements before committing to a build; a workflow assessment does not assume every tool can connect.
For an early usage estimate as you scope a workflow, try AI Usage Cost Calculator — a free tool by Kyle Serebryanny. It can support initial planning; actual costs vary by model, usage volume, and provider pricing.
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