AI CONSULTING & WORKFLOW AUTOMATION
Small business AI.
Practical from day one.
You do not need an AI tool for every task. You need a clear view of where it could help, what information it needs and who checks its work. We help small businesses assess practical uses, implement suitable workflows and train their teams, starting with a focused problem rather than a sweeping promise.
Discuss an AI workflow ↗Find a useful place to start
We begin with the work your team already does: recurring questions, repetitive preparation, information handoffs and tasks that require the same source material each time. We map the current process and assess whether AI, a simpler automation or a clearer procedure is appropriate. The first recommendation should be understandable without a technical background.
- Review the task, its frequency and the people involved.
- Identify required information, existing tools and likely constraints.
- Define a focused pilot and how you will judge its usefulness.
Build a workflow your team can use
Useful starting points may include drafting routine replies for review, preparing product descriptions from approved information or helping staff find answers in internal documents. We configure appropriate tools and, where supported, connect them with your existing systems. The workflow includes a clear handoff when information is missing or a person needs to make the decision.
- Drafting workflows grounded in approved business information.
- Internal knowledge assistants with identifiable source material.
- Supported integrations and automations for repetitive handoffs.
Agree information access and review points
Before implementation, we identify what data the workflow uses, which services receive it and who should have access. Your business approves the tools and connections. We help define appropriate review steps for outputs and external actions, then test representative cases, including incomplete or unexpected inputs. Important decisions remain with the people responsible for them.
- Document information sources, access requirements and tool dependencies.
- Set human approval points before agreed external actions.
- Check output quality, failure handling and a practical fallback.
Train the team and refine the process
A working demonstration is only the beginning. We show your team how to use the workflow, what it is intended to do and where its limits are. Guidance can cover reviewing drafts, checking sources and reporting problems. Optional ongoing support can review usage, update instructions and adjust the setup as tools or business needs change.
- Practical training using the agreed workflow and sample tasks.
- Written operating guidance and clear ownership of the process.
- Optional reviews and improvements within an agreed support scope.
GOOD QUESTIONS
A little more
clarity.
Do we need to know which AI tools we want?+
No. Start with the task and the problem it creates. We review your current tools and requirements before recommending an approach. Sometimes a standard automation or a better process is more appropriate than adding AI.
Will AI automatically send messages or make decisions?+
Only actions specifically included and approved in the workflow should be automated. A sensible starting point is preparing drafts or recommendations for someone to review. We define permissions, approval steps and exceptions before implementation.
Are software subscriptions and ongoing support included?+
Your proposal separates implementation work, optional support and third-party software costs. It identifies the tools involved and who manages them. We can also agree ongoing reviews as your team learns what works and where adjustments are needed.
YOUR NEXT STEP
Bring us one task you would like to improve.
Tell us what your team does repeatedly, which tools you use and what a useful improvement would look like.
Brett reviews your inquiry and follows up to discuss your goals. Open the inquiry form in a separate window ↗