AI Agent Setup · for small & medium business

Start with one workflow. Let an agent do the legwork.

We set up a secure AI agent on one repetitive workflow, such as lead follow-up, client handoffs, weekly reporting, admin prep or inbox triage. It works in the tools you already use. The agent prepares the work; your team approves anything sensitive.

Request a workflow review See what a first agent does

Scoped around your tools, access and approval rules, then expanded once the first workflow earns its place.

Prepared for review · Monday 8:30

Weekly client handoffs

Checked

Project tracker
Shared inbox
CRM notes

Found and prepared

Overdue
Client update promised for FridayDraft note written from the latest tasks
Missing
No owner on a new onboarding taskSuggested owner from last month's handoff
At risk
Renewal date close, no follow-up bookedFlagged for your decision, nothing sent

Waiting on you

1 client note to approve and 1 renewal to decide before anything leaves the business.

Approved actions are logged. Exceptions become follow-up tasks.

Sample review packet: weekly client handoffs

Where to start

Pick the work your team repeats every week

A good first agent sits beside your existing tools, prepares the next action and waits for a person where it matters. These are common starting points. Your own workflow can be scoped the same way.

Lead triage

You'll recognise it
New enquiries sit unanswered while someone works out who should reply.

The agent prepares
A priority, a suggested reply and a CRM update, for example in Zoho or HubSpot, and alerts the owner.

You approve
The reply and any record change.
Client handoffs

You'll recognise it
Tasks go overdue and client updates slip between people.

The agent prepares
A list of overdue tasks and missing updates, with the next client note drafted.

You approve
Every client-facing message.
Weekly reporting

You'll recognise it
Someone spends hours stitching updates together from several tools.

The agent prepares
A delivery pack with risks and decisions, pulled from Jira, Teams, documents or dashboards.

You approve
What gets shared and with whom.
Invoice and admin prep

You'll recognise it
Billing waits on someone finding what was actually completed.

The agent prepares
Billing detail from resolved work, ready to check.

You approve
Anything that touches money, before it is sent.
Owner inbox digest

You'll recognise it
Urgent email and calendar items hide among everything else.

The agent prepares
A daily list of urgent items, overdue replies and next actions.

You approve
Which replies go and which items become tasks.

Want to see more patterns? Browse the workflow patterns

Your first release

From one named workflow to an agent your team runs

Choose and scope
Pick the workflow, agree what good looks like, and name the person who owns it. Check the tools have an accessible API, webhook, export or approved integration path.
Connect with least privilege
The agent gets its own identity and only the access this workflow needs. Approval rules are set for sends, record changes and anything touching money.
Run alongside your team
The agent prepares real work while your team reviews it. Exceptions are routed to a person, not guessed.
Hand over, then expand
Your team takes over the operating rhythm. The next workflow is chosen from what the first one shows.

Engagement paths

Three ways to start, depending on how clear the work is

Timing and budget below are typical ranges, not quotes. The real scope is confirmed after a short intake, once tools, access and the approval owner are clear.

Clarify scope
Discovery before build
When the pain is real but the workflow, data, approvals or tools aren't clear enough to build safely yet.
Includes
- Workflow selection and readiness check
- Integration, access, risk and security map
- A recommended Starter or Professional path, or honest advice to wait
You provide
Process walkthroughs, a tool list, a ranking of pain points, and any data or access constraints.
Typically1–2 weeks
Budget signalunder $5k
Clarify the first workflow
Starter
One secure workflow
When you can already name the repetitive workflow and want a contained, approval-gated agent before expanding.
Includes
- First-workflow mapping and success criteria
- One agent for lead triage, handoff checks, reporting, inbox digest or admin prep
- Least-privilege access, approval rules and handover
You provide
Tool access, a workflow owner, sample inputs and a success measure.
Typically2–4 weeks once inputs, access and approval owner are clear
Budget signal$5k–$15k
Ask about Starter
Professional
Agent plus tool ecosystem
When several tools and recurring workflows connect, and approvals, reporting and escalation matter.
Includes
- An operating model adapted to your environment
- Accessible APIs and approved integrations as scoped, for example Jira, Confluence, Microsoft 365, CRM, accounting, GitHub, Slack or Teams
- Reporting loop, escalation rules, monitoring cadence and an optimisation backlog
You provide
System owners, a credentials path, representative workflow data and a named operating owner.
Typically4–8+ weeks, staged
Budget signal$15k+
Scope Professional

Good fit

Worth a conversation if…

Your team repeats the same triage, reporting, drafting, follow-up or admin work every week.
The work lives in real systems with an accessible API, webhook, export, database or approved integration path. Permissions and feasibility are confirmed during scoping.
You want an agent that works under approval rules and scoped access, not an unsupervised chatbot.
Someone in the business can own the workflow and judge whether the agent is useful.

Not yet

Probably too early if…

There is no repeatable workflow or clear business outcome yet.
You need an agent making external commitments with no human review.
Your tools and data are locked away and nobody can approve access.
You're after general AI training rather than a working system.

Buyer questions

AI Agent Setup FAQ

Straight answers to what owners usually ask first.

Have a question that isn't here? Ask it in the enquiry form. A few sentences are enough. Ask in the enquiry

What tools can an AI agent connect to?

Most tools with an accessible API, webhook, export, database, inbox or approved integration path. Permissions, licences and technical feasibility are checked during scoping. Microsoft 365, Teams, Slack, Jira, Confluence, Zoho CRM, HubSpot, Xero, QuickBooks, GitHub and Google Workspace are familiar examples, not the limit.

How is the agent kept secure?

Security is part of the design, not added afterwards. Each agent gets its own identity and least-privilege access scoped to its workflow. Network paths, approval points, action logging and recovery steps are agreed for your environment. Sensitive actions, such as external sends, record changes and anything touching money, are set to wait for your approval.

How long does setup take?

A contained first workflow typically takes 2–4 weeks once the process owner, tools, approval rules and success measure are clear. Integration-heavy setups become a staged Professional path over 4–8+ weeks. Timing is confirmed after scoping, not promised up front.

How does pricing work?

There are three paths: Clarify scope, Starter and Professional. Effort is confirmed after a short intake, because tool access, workflow complexity and security requirements change the real scope.

Will the agent act without my approval?

Only where you have explicitly allowed it. Drafting, monitoring, summarising and preparing work can run automatically. External sends, CRM updates, spend and sensitive commitments wait for approval until you say go.

What happens when something goes wrong?

Exceptions are routed to a person rather than guessed. The agent flags what it could not complete, and monitoring and exception handling are part of the handover, so your team knows where failures go.

What are OpenClaw and Hermes?

OpenClaw is the agent platform Nebulas builds on. Hermes is the orchestration layer that routes work between agents and your tools. They are used to give each agent its own identity, scoped permissions and logged activity. You don't need to learn either to benefit from them.

What happens after I enquire?

You get a reply by email with a practical next-step recommendation. The form keeps your service context, so the response is specific, not generic.

Integrations · agents · automation · apps

Connect your systems. Put AI agents to work.

Connect scattered information, automate repeatable work, and build the apps your team needs. A fleet of agents handles the routine work across your tools, and you approve anything sensitive.

Request a workflow review Explore capabilities

Custom Dashboardanalytics & ops
Outlookinbox & calendar
Microsoft 365identity & docs
AtlassianJira & Confluence
Operatorapprove · instruct
Zoho CRMpipeline & follow-up
Xero · QuickBooksaccounting
Linearplan & track

Your agent fleet Your existing tools You, approving sensitive actions

How systems connect

Your people, agents and tools, working as one team.

Four useful patterns for small and medium businesses. Each one connects tools you already pay for, gives the routine steps to an agent, and stops at a person wherever an action is sensitive.

Planning & tracking

Request → Linear plan

Customer requests, support emails and internal asks become scoped Linear tasks with an owner, priority and due date, so nothing lives only in someone's inbox. Status changes flow back to the requester automatically.

Outlook or formA request arrives from email, chat or a web form
Triage agentScoped, de-duplicated and sized into a Linear task
Team leadConfirms owner and priority in Linear triage
LinearTracked to done, with status updates and overdue alerts

Sales follow-up

Enquiry → CRM follow-up

Every web, email or phone enquiry is captured in the CRM with its source, given a first reply draft, and routed to the right person before it goes cold.

Website or phoneA new enquiry arrives
Intake agentValidated, enriched and scored for fit and urgency
Zoho CRMLead created or updated with source and service interest
Sales ownerAlerted with a reply draft ready to approve

Finance admin

Work → invoice prep

Completed work in Linear or Jira is matched to the client and rate, and invoice lines are prepared in Xero or QuickBooks for the owner to review before anything is sent.

Linear or JiraCompleted work is read
Billing agentMatched to client, rate and period
OwnerReviews and approves the draft
Xero or QuickBooksInvoice created and ready to send

Watch the Linear to Xero demo

Customer requests

Inbox → triage queue

A shared inbox is sorted into urgent, routine and noise. Overdue replies are flagged, and the owner starts the day with one short action list instead of a hundred threads.

OutlookInbox and calendar items are read
Inbox agentUrgent and overdue items surfaced, replies drafted
OwnerDaily action list reviewed
Outlook & LinearApproved replies sent, follow-ups tracked

What we build

Connect the information. Move the work forward.

Integrations, AI agents, automation and web apps can work together or stand alone. Start with the business problem; we help choose the right approach.

01
API integrations
Bring your systems together.
Connect the data and actions your workflow needs across tools such as Linear and Microsoft 365, alongside your CRM, accounting and internal systems, so information is entered once and flows everywhere it is needed.
- REST & GraphQL APIs
- Webhooks
- Exports & databases
- Linear & Jira
Explore integrations
02
AI agents
Prepare work for a decision.
Triage requests, gather context, draft replies and coordinate repeatable steps. Each agent has its own identity and scoped access, and sensitive actions have agreed approval gates.
- Triage
- Context gathering
- Draft replies
- Approval gates
Explore AI Agent Setup
03
Automation
Stop re-keying the same work.
Move repeatable steps between tools on a trigger or a schedule: notifications, record updates, reports and handoffs. Steps that send, change records or touch money wait for a person.
- Triggers & schedules
- Record updates
- Reports
- Linear status & alerts
See workflow patterns
04
Custom web apps
Give your team a useful workspace.
Build dashboards, portals and workflow tools around the way your business operates, with integrations and AI where they add value.
- Dashboards
- Portals
- Internal tools
- Review queues
Explore Custom Web Apps

Not sure which fits? Agentic Consulting maps the process, chooses a focused scope and defines success, access and operating responsibilities before committing to a build. Explore Agentic Consulting

Workflows we build

Workflows we can build for your business

Each one starts with a trigger your team already has, does the connected work, and lands an output someone can act on.

Workflow 01 · Sales

Website enquiry → follow-up record

A website form validates each enquiry, keeps its source and service interest, and creates a lead record in your CRM with an alert to the right person.

TriggerWebsite enquiry sent
WorkValidated, source and interest kept
OutputCRM lead and team alert

Go to the enquiry form

Workflow 02 · Delivery

Delivery request → reviewed change

A Linear task is planned, picked up by an agent, built and tested, and returned as a reviewable change with evidence and a status update on the task.

TriggerLinear task assigned
WorkBuild, tests, browser evidence
OutputChange ready for human review

Workflow 03 · Owner time

Inbox context → daily briefing

Scoped Microsoft 365 mailbox and calendar reads surface what needs attention. The owner gets one briefing and a review queue; cleanup actions wait for approval.

TriggerMail & calendar, every morning
WorkUrgent and overdue items surfaced
OutputBriefing and review queue

Workflow 04 · Calls

Phone enquiry → team alert & CRM lead

An inbound call alerts the team straight away and opens a follow-up lead in the CRM, so a missed call becomes a tracked next step instead of a voicemail.

TriggerInbound call
WorkTeam alerted with caller context
OutputFollow-up lead in the CRM

Explore more workflow patterns

Fleet Command

Monitoring

One place to see what every agent is doing, what is waiting on a person, and what needs attention, with alerts sent to email or Teams before a customer notices.

Example agent roster with owner, current work and state
Agent	Working on	Owner	State
Intake	Website & phone enquiries	Sales	Running
Drafts	Reply drafts	Owner	Awaiting approval
Planner	Linear backlog & due dates	Ops lead	Running
Billing	Xero connection	Finance	Needs attention
Reporting	Weekly summary	Owner	Scheduled

Fleet statusEvery agent, its owner and what it is doing right now.
Failed or stuck runsRetries, timeouts and stalled steps flagged before anyone has to chase them.
Integration healthExpired tokens, API errors and missed webhooks raised as alerts.
Task ownership & backlogLinear tasks show who owns each item, its status and what is overdue.
Approvals waitingDrafts and sensitive actions queue for the right person, with context.
Alerts & run historyExceptions alert the owner; every run is logged and searchable.

How engagement works

Start with one useful change.

You do not need a complete specification or a preferred platform to start.

Discover

Find the work worth automating

Tell us how work moves through your business today. We help you spot the manual processes, re-keying and repetitive handoffs that quietly take up your team's week, and pick the one worth fixing first.
Scope

Agree the workflow and boundaries

We confirm an accessible API, webhook, export, database, or approved integration path, plus the permissions, licences and data access it needs. Scope, cost, success measures and approvers are agreed before the build.
Your workflow, your control

A working system your team can own and run
- An end-to-end map of the process, from the first trigger to the finished outcome
- A working prototype built around the systems you already use
- Approvals and visibility at every step that sends, changes records or touches money
- Documented handover, so your team can run, change and maintain it
The workflow, code and operating decisions stay with your business, with a clear handover.
Build & hand over

Test a focused release

Build and validate with representative inputs, then document how to operate it. Further workflows and ongoing support can be scoped once the first release is useful.

Request a workflow review

Zero-trust architecture

Scoped access. Clear approvals.

We design access and approval rules around the workflow. Identity, permissions, isolation and auditability are part of the implementation plan.

Identity: Each agent gets its own identity. Agents are set up to authenticate as themselves rather than through a shared admin account, so their activity is attributable and access can be revoked in one place.
Least privilege: Minimum access, nothing more. Each agent gets scoped permissions to only the data and actions its workflow needs. Read where possible, write only where required.
Network boundaries: Controlled paths. Where each agent runs and which systems it can reach are planned for your environment, rather than opening broad tunnels into your business.
Logging & approvals: Logged and gated. Action logging, approval points and recovery steps are agreed for each workflow. Sensitive steps, such as sending to customers, changing records or touching money, are set to wait for a person to approve them.

agent-scope · lead-follow-up

agent: lead-follow-up
identity: own service account · revocable
can read: CRM recordsenquiry inbox
can draft: reply emailsCRM notes
needs approval: send to customerchange a recordtouch money
no access: admin settingsbulk export
network: scoped paths only
logging: drafts, approvals and actions

Sample written scope. Each agent's scope is agreed with you for your workflow.

Service page

Tell us what you want to build

Use the contact form and Nebulas will recommend the right path.

Start the conversation

The form is intentionally practical: enough context to score the opportunity and reply with the right next step.

Open lead form

Agentic Consulting · workflow and automation planning

Find the handoffs worth fixing. Leave with a plan to build.

We sit with the people doing the work, trace where jobs get re-keyed, chased or stuck between tools, and decide with you what an agent, an integration or a small app should take on. You leave with a work map and a task-level plan for Linear, Jira or the tracker you already use.

Map a workflow with us See what you leave with

Useful when the people doing the work know exactly how it moves, but nobody has written it down or decided what should change.

Work map · first workflow

Quote request to paid invoice

01Enquiry in

Who
Office manager

Where
Web form, shared inbox

Re-keyed into CRM

Integration
02Quote

Who
Owner

Where
Job notes, quote template

Waits for owner

Agent drafts, owner approves
03Job booked

Who
Office manager

Where
Calendar, spreadsheet

Works today

Leave as is
04Invoice

Who
Bookkeeper

Where
Accounting tool

Chased by email

Agent prepares draft invoice

Becomes the implementation plan

PLAN-1Send web enquiries straight to the CRMintegration
PLAN-2Draft quotes from job notes for owner approvalagent
PLAN-3Prepare draft invoices from completed jobsagent

Sample work map: quote request to paid invoice

What we look for

Where the repetitive work hides

Most businesses already know something is slow. The useful part is naming exactly where, how often and who carries it. These are the patterns we trace first.

Re-keying
The same customer or job details typed into a second or third system.
Chasing
Part of someone's week is reminding others what is overdue.
Copy-paste reporting
Weekly numbers stitched together from exports and screenshots.
The inbox as a queue
Work arrives by email and is tracked in someone's head.
Approval bottlenecks
Jobs wait for the one person who signs off, with no summary prepared for them.
The spreadsheet as a system
A shared sheet carrying status, owners and dates it was never built to hold.

Deciding what to improve

Five questions decide what goes first

Every candidate handoff is checked against the same criteria, so the first piece of work is the one most likely to pay off safely.

1How often does it happen?: Daily or weekly work beats a quarterly chore. Frequency is where saved effort adds up.
2Does it start from something readable?: A form, an email, a record or a file an agent or integration can pick up without guessing.
3Can the systems be reached?: The tools have an accessible API, webhook, export or approved integration path. Permissions and licences are checked here, not after the build starts.
4What does a mistake cost?: Low, or containable behind an approval step. Anything touching customers or money gets a person in the loop.
5Who owns it afterwards?: Someone who will judge whether it works and keep it running once it is live.

Each shortlisted handoff ends with one answer

An agent prepares itReads, drafts and flags; a person approves what matters.
An integration moves itData flows between tools with no judgement needed.
A small app replaces itThe workaround needs a proper home.
Leave it manual for nowNot worth automating yet, and we will say why.

How the engagement runs

From walkthroughs to tasks someone can pick up on Monday

Find
Short walkthroughs and screen-shares with the people doing the work, across the tools they actually use.
Output: candidate handoffs with frequency and owner
Choose
Score candidates against the five questions and agree the first one or two with you.
Output: a ranked shortlist, including what to leave alone
Map
Trace people, tools, data and decisions for the chosen workflow. Mark what an agent may read, draft, change or never touch, and where a person approves.
Output: a work map with access and approval notes
Plan
Break the change into tasks with acceptance checks, sequence and dependencies, ready to import into Linear, Jira or your own tracker.
Output: an implementation plan your team or Nebulas can build from

Good fit

Worth a conversation if…

Work crosses several tools or people, and nobody owns the whole flow.
You suspect agents or automation could help, but want to know where before buying anything.
You want tasks your team can build from, not a slide deck.
The people who do the work can spare time to walk us through it.

A different path

Probably not this, if…

You are after general AI training or a company-wide AI strategy.
Nobody doing the work has time to show us how it runs today.
You already know the workflow and want it built. AI Agent Setup or Custom Web Apps will be faster.

Buyer questions

Agentic Consulting FAQ

What owners usually ask before a mapping engagement.

Have a question that isn't here? Ask it in the enquiry form. A few sentences are enough. Ask in the enquiry

Custom Web Apps · dashboards, portals and admin tools

Retire the workaround. Give the work a proper home.

When a shared spreadsheet, an email chain and a copy-paste report hold a process together, a focused web app takes over. The right people see the right records, common actions become a click instead of a message, and your other systems stay in step.

Scope a first version See what a first version includes

Source access, ownership, licensing and handover are agreed up front in the engagement. The first version is built around one group of users and the job they do every day.

Today's requests

All
New
Quoting
Booked

RequestOwnerStatusNext
Leak repair · new customerUnassignedNewAssign
Quote follow-upPriyaQuotingDraft reply ready
Quarterly service · repeat clientSamBookedSend reminder
Warranty claimAlexWaiting on partsUpdate client

Synced withCRM · calendar · accounting (draft invoices)

AI assistDrafts follow-ups for a person to review

Sample interface: a job request board that replaces a shared spreadsheet

What we build

From the workaround you have to the tool you need

Dashboards, client portals, admin tools and the connected pieces in between. The shape comes from the work, not from a template.

TodayA shared spreadsheet tracks every job
Admin toolA workboard with owners, statuses and history, and clear rules on who can change what.
TodayClients email to ask where things are up to
Client portalClients sign in to see progress, upload documents and approve quotes.
TodayThe monthly report is stitched from exports
DashboardLive figures pulled from the systems you already use, filtered the way you read them.
TodayThe same details are typed into three systems
Connected toolEnter it once; it reaches your CRM, accounting or calendar through their APIs.
TodayApprovals happen by reply-all
Approval queueRequests wait with their context, and every decision is recorded.

The first version

Small on purpose, useful from day one

Before any code, we agree five things. Everything else goes on a ranked backlog for later.

Users: One group first, such as your office team or your clients, with sign-in and the right roles.
Records: The data the app owns or reads, and where each piece comes from.
Actions: The few things people do every day: assign, update, approve, upload, export.
Connections: CRM, accounting, Microsoft 365, Google Workspace or other tools with an accessible API. Feasibility and permissions are checked during scoping.
AI, where it helps: Drafting replies, summarising notes or sorting incoming requests, with a person reviewing the output. Optional, never decoration.

How it gets built

Working software early, real users before launch

Shape
Agree users, records, actions and connections, what is out of scope, and the main user journeys.
Build in slices
Each slice lands on a preview link you can click through, reviewed with the people who will use it.
Launch to the first users
Real work moves across. The old workaround stays read-only until people trust the new tool.
Hand over
Source access as agreed in the engagement, deployment notes and an admin guide are handed over, with the next-version backlog ranked.

Good fit

Worth a conversation if…

A process lives in spreadsheets, inboxes or manual reports, and people work around it every week.
You can name the first group of users and what they need to do.
The data you need is in tools with an accessible API or export, or can live in the app itself.
You want source access and handover terms agreed up front.

Not yet

Probably too early if…

The idea has no first user group or owner yet.
An off-the-shelf tool already does the job and only needs setting up.
You are not sure which process to fix first. Agentic Consulting starts there.

Buyer questions

Custom Web Apps FAQ

Straight answers before you scope a build.

Have a question that isn't here? Ask it in the enquiry form. A few sentences are enough. Ask in the enquiry

Buyer questions

Straight answers before the first call

What SME owners usually ask us first.

Have a question that is not here? Ask it in the enquiry form; a few sentences are enough. Ask in the enquiry

What kind of business is Nebulas right for?

Small and medium businesses with repeatable work across email, CRM, project tracking, finance, reporting, or customer follow-up, and an owner or operator who wants it handled without hiring more admin staff.

How fast can something useful go live?

A contained first agent workflow or focused web app is often useful within weeks. We scope the smallest valuable release first, confirm timing after scoping and expand from there.

How do you keep AI agents secure?

Zero-trust principles from the start: each agent gets its own identity and least-privilege access scoped to its workflow. Network paths, approval points, action logging and recovery steps are agreed for your environment. Security is part of the architecture, not a setting.

Will an agent do things without my approval?

Only what you agree it can. Agents draft, monitor and prepare work automatically. Which actions wait in an approval queue, such as external sends, record changes and anything touching money, is agreed for each workflow.

What tools can be connected?

We assess tools with accessible APIs or approved integration paths. Permissions, licences, data access and technical feasibility determine the scope. Established patterns include Microsoft 365, Outlook, Jira, Confluence, Zoho CRM, HubSpot, Xero, QuickBooks, Google Workspace, Slack and Teams, with many more possible. We work with your stack wherever there is an accessible API or approved integration path.

Who owns what you build?

Scope, handover, source access, ownership and licensing are agreed in the engagement before work starts. Handover typically includes documentation, deployment notes and practical operating notes for what is delivered.

Private intake

What would you like to connect or improve?

A few sentences are enough to start. Request a workflow review and we will reply by email with a practical next step. No booking is made by submitting this form.

What happens next:

Nebulas reviews your context.
We check fit and urgency.
We reply by email with the most practical next step.

We use your details to review and reply to this enquiry, and keep a record of it. Privacy details

Call us directlyCall the team

Name, email, a short description and consent are all we need. Please do not include passwords or sensitive records.

Name Email

What would you like to improve?

Add details (optional)

Company Website

Service interest Current tools

Timeline Budget range Next step

Pick the work your team repeats every week

Lead triage

Client handoffs

Weekly reporting

Invoice and admin prep

Owner inbox digest

From one named workflow to an agent your team runs

Choose and scope

Connect with least privilege

Run alongside your team

Hand over, then expand

Three ways to start, depending on how clear the work is

Discovery before build

One secure workflow

Agent plus tool ecosystem

Worth a conversation if…

Probably too early if…

AI Agent Setup FAQ

Connect your systems. Put AI agents to work.

Your people, agents and tools, working as one team.

Request → Linear plan

Enquiry → CRM follow-up

Work → invoice prep

Inbox → triage queue

Connect the information. Move the work forward.

API integrations

AI agents

Automation

Custom web apps

Workflows we can build for your business

Website enquiry → follow-up record

Delivery request → reviewed change

Inbox context → daily briefing

Phone enquiry → team alert & CRM lead

Fleet Command

Start with one useful change.

Find the work worth automating

Agree the workflow and boundaries

A working system your team can own and run

Test a focused release

Scoped access. Clear approvals.

Tell us what you want to build

Start the conversation

Where the repetitive work hides

Re-keying

Chasing

Copy-paste reporting

The inbox as a queue

Approval bottlenecks

The spreadsheet as a system

Five questions decide what goes first

From walkthroughs to tasks someone can pick up on Monday

Find

Choose

Map

Plan

Worth a conversation if…

Probably not this, if…

Agentic Consulting FAQ

From the workaround you have to the tool you need

Small on purpose, useful from day one

Working software early, real users before launch

Shape

Build in slices

Launch to the first users

Hand over

Worth a conversation if…

Probably too early if…

Custom Web Apps FAQ

Straight answers before the first call

What would you like to connect or improve?