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.
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 CRMintegrationPLAN-2Draft quotes from job notes for owner approvalagentPLAN-3Prepare draft invoices from completed jobsagent
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
What does agentic consulting actually produce?
A ranked shortlist of repetitive handoffs, a work map for the first workflow, access and approval notes, and an implementation plan broken into tasks your team can import into Linear, Jira or another tracker.
Is this a strategy deck?
No. The work is grounded in how jobs move through your tools today, and ends in sequenced tasks with acceptance checks rather than abstract recommendations.
Do we have to use AI agents?
No. Some handoffs are better solved by a simple integration, a small app, or leaving them manual for now. The plan says which, and why.
What systems can be included?
Tools with an accessible API, webhook, export, database, inbox or approved integration path. Permissions, licences and technical feasibility are checked as part of the mapping. Microsoft 365, Google Workspace, CRMs, accounting tools, Jira, Confluence and Linear are familiar examples, not the limit.
How is security handled in the plan?
Every proposed agent or integration gets its own identity and only the access it needs. The plan marks what it may read, draft, change or never touch, and which actions wait for a person to approve.
Can Nebulas build what the plan describes?
Yes, through AI Agent Setup or Custom Web Apps, or your own team can build from the plan. That choice stays yours.
What if we are not ready yet?
You will hear that plainly, along with the two or three things worth sorting out first.
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.
- Nebulas reviews your context.
- We check fit and urgency.
- We reply by email with the most practical next step.
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