Our Process
From Discovery to Live Automation in 3 Weeks
We follow a proven 4-step process that delivers working automation systems quickly, without disrupting your existing operations or requiring technical expertise from your team.
Day 1–2
01
Submit Your Request
Tell us about your current processes, pain points, and automation goals. We start with a free 30-minute discovery call to understand your business, identify the highest-impact automation opportunities, and determine the right approach for your situation.
Day 3–10
02
Rapid Prototype Development
We build a working automation prototype using Make, Zapier, OpenAI, and your existing integrations within approximately 7 days. You see a functional system — not a slide deck — before we finalize anything.
Day 11–14
03
Refinement & Testing
Based on your feedback, we refine the automation, add edge case handling, and run comprehensive testing to ensure reliability. We test every scenario before going live to prevent errors in production.
Day 15–21
04
Launch & Team Training
We deploy the automation to your live environment and train your team to use, monitor, and manage the new system. You receive documentation and ongoing support to ensure long-term success.
Typical Project Timeline
Week 1
Discovery & Scoping
Week 2
Prototype Build
Week 3
Testing & Refinement
Week 4
Launch & Training
Process Questions
How long does a typical project take?
Most automation projects are completed within 2–4 weeks from kickoff to launch. Simple single-workflow automations can be live in 7–10 days. Complex multi-system integrations may take 4–6 weeks.
Do I need technical knowledge to work with you?
No. We handle all technical implementation. You simply describe your current process and desired outcome — we take care of the rest. We also provide training so your team can manage the system going forward.
What happens after launch?
We provide post-launch monitoring and support to ensure everything runs smoothly. We also offer ongoing optimization and expansion services as your needs evolve.
Ready to Get Started?
Schedule your free process review today and we'll have a working prototype ready within 7 days.
Schedule Your Free Process Review