One free audit. Three ways forward.
Every engagement starts with a look at how your work actually gets done. From there, you decide how much of the build and upkeep you want to own.
Workflow audit
FreeWe pick one workflow with you, usually the one that eats the most hours, and trace it end to end with the people who do it. Then we write up what we found.
- A map of the workflow as it runs today, step by step
- The steps an AI agent could handle, ranked by time saved
- What we'd build, what it would connect to, and a fixed quote
- The blueprint is yours to keep, whether or not you hire us
Build & Own
Fixed price, one timeWe build the agents from the blueprint, test them on your real data, and hand everything over. You own the result outright, with no fees from us after launch.
- Agents built on the tools you already use
- Testing with your team before anything goes live
- Plain-language documentation and a handover session
- Set up on accounts you control, so nothing depends on us
Best for: teams with someone comfortable looking after a tool once it's running.
Build & Care
Fixed build, then a monthly planEverything in Build & Own, plus ongoing care. Tools change, processes shift and APIs break; we keep your agents working through all of it.
- Monitoring, so we usually spot problems before you do
- Fixes and updates as your tools and processes change
- A monthly check-in on what's running and what to improve
Best for: teams who want the savings without adding "maintain the AI" to anyone's job.
Fully Operated
Monthly, scoped per workflowWe take the whole workflow off your hands and run it as a service. Our agents do the work, a person on our side oversees it, and you get the output and a monthly report.
- We build, run, monitor and improve the workflow
- Human review on anything that needs judgment
- Monthly reporting on volume, accuracy and time saved
Best for: organizations that want the work done, not another system to manage.
Side by side
| Question | Build & Own | Build & Care | Fully Operated |
|---|---|---|---|
| Build cost | Fixed quote | Fixed quote | Included in monthly fee |
| Ongoing fee | None | Monthly plan | Monthly fee |
| Runs it day to day | Your team | Your team | Us |
| Fixes and updates | Your team | Us | Us |
| Reporting | Set up at handover | Monthly check-in | Monthly report |
Workflows that tend to be worth automating
If it's repetitive, rule-of-thumb work that lives across email, spreadsheets and a few apps, it's probably a candidate.
Inquiries and intake
Read incoming emails and forms, sort them, draft replies, and route the rest to the right person.
Reporting
Pull numbers from several sources each week or month and turn them into the report people actually read.
Data entry and reconciliation
Move information between systems and flag the records that don't match.
Donor and volunteer admin
Thank-you notes, receipts, sign-ups, reminders and keeping the contact list clean.
Scheduling and follow-ups
Book, confirm, remind and chase, without anyone sitting on the calendar all day.
Documents
Pull the key details out of invoices, applications and PDFs, and file them where they belong.
Questions people ask
Do we need technical people on staff?
What tools do you work with?
What happens to our data?
How much does a build cost?
Is the audit really free?
Start with one workflow.
Book a free audit and we'll show you what an agent could take off your team's plate.