It repeats
The same research, decisions, checks, or handoffs happen again and again.
AI WORKFLOW AUTOMATION · ONE PROCESS, FINISHED
Turn the work you repeat into a system you can reuse.
If a valuable process still depends on too many tabs, repeated research, copying, checking, and handoffs, I learn it with you once—then build a focused AI workflow your team can run again.
- Built around your current tools
- Human approval where judgment matters
- Small enough that we actually finish it
01 / THE FIT
Start with a process that already hurts.
The best candidate is not a vague AI idea. It is work someone is doing now, often enough that the repetition is expensive.
It takes judgment
A person still needs to set direction, approve exceptions, or make the final call.
It has a clear output
A useful list, brief, report, record, recommendation, or completed handoff comes out the other side.
02 / WHAT THIS CAN LOOK LIKE
Not another chatbot.
A piece of work, completed.
Find, verify, and organize information
Turn a repeated research standard into a guided workflow with evidence attached.
Move work between people and systems
Collect the right inputs, apply the rules, and route the result without manual babysitting.
Draft, check, and flag exceptions
Let AI take the first pass, while fixed checks and a person protect the final result.
Give the team one useful interface
Replace a fragile chain of tabs and prompts with a focused tool built around the job.
03 / THE BUILD
We do it once.
Then make it repeatable.
- 01
Show me the real process
We walk through the work as it actually happens, including the awkward parts and exceptions.
- 02
Choose the smallest useful version
I define what goes in, what it decides, the limits it cannot cross, what comes out, and what stays a person's call.
- 03
Build it and run it on real work
Short feedback loops expose what sounded right but fails in practice.
- 04
Hand your team the system
You get a working workflow, documentation, and something you can own.
04 / THE EVIDENCE
What a finished record
actually looks like.
From the media-list workflow, which is client work and in use. It is a Google Sheet, because that is what the client works in. The last column is the part that takes judgment.
| Name | Outlet | Tier | Email source | Relevant coverage | Status | Verification notes | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Marisa Ocampo | Coastal Hospitality Review | Regional trade | m.ocampo@coastalhospitalityreview.example | Outlet masthead | 2026-06-18 2026-03-04 | Verified | Database byline reads “Marisa T. Ocampo.” Last six published pieces run as “Marisa Ocampo.” Using the published spelling. |
| 2 | Dev Raghunathan | The Getaway Desk | National consumer | dev.r@getawaydesk.example | Outlet contact page, updated Jul 2026 | 2026-07-29 2026-02-11 | Verified | Database lists an older address that no longer appears anywhere on the outlet. Using the masthead address. Both kept in the evidence log. |
| 3 | Priya Anand | Meridian Travel Weekly | Regional (reclassified) | — | None verifiable during the run | 2026-08-02 2026-05-15 | Verified | Tagged national in the database; last eleven pieces are regional. Reclassified, left in scope. Email left blank rather than guessed. |
| 4 | Tom Bexley | Harborline Monthly (former) | Regional trade | — | Not applicable | 2025-10-09 | Excluded | Left the outlet in January 2026, no byline since. Top-ranked database result. Kept on the sheet with its reason rather than dropped. |
The contacts above are invented for publication. The columns, and the kind of note the system writes into the last one, are what the workflow actually produces.
05 / THE HANDOFF
What you have
when it is over.
Agreed before anything gets built, so there is nothing to discover at the end.
A working system
Running on your real inputs, not a demo file. If it has not survived the actual work, it is not finished.
The code and the documentation
Written so another engineer could pick it up. Where it lives and who can reach it is settled in writing up front.
A walkthrough
The people who will run it are shown how, using their own work as the example.
The limits, written down
What it does not do, where it stops and asks for a person, and what we deliberately left out.
What to do when a run fails
The failure modes, who checks the output, and what happens when it goes wrong—agreed before it does.
What it depends on
The outside services it needs to keep running. They bill you directly and can change their terms without asking either of us.
06 / READ THE WHOLE THING
A media list that verifies itself.
One live PR process became a reusable command for research, source checking, contact collection, spreadsheet delivery, and a clear evidence log.
ONE SENTENCE IS ENOUGH
What do you rebuild
every time?
Start the conversation Tell me what happens now, what you want to happen instead, and how often your team has to do it.