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Business automation

Zapier
Managed AI Workflows.

Design AI-assisted handoffs with explicit checks so connected apps receive information your team has approved.

THE OPPORTUNITY

Start where the work
gets held up.

A simple trigger-action chain can hide ambiguous inputs and duplicate requests. AI steps need a bounded purpose and a reviewer where mistakes have consequences.

Create useful automation around existing apps while making exceptions and ownership visible.

A WORKFLOW WORTH EXPLORING

Request-to-reviewed-task handoff

An approved business form or intake source submits a request.

Prepare a structured task draft and identify missing information before proposing creation.

WHERE JUDGMENT BELONGS

Make the review point explicit.

A coordinator confirms the destination and consequential details. Uncertain requests stay in a review queue.

Work within the real constraints.

Confirm app permissions, plan capabilities and task consumption. Retry behavior must be understood before actions can affect customers or records.

Success needs
a useful measure.

Measure incorrect routing, duplicate tasks, review effort and unresolved execution failures.

Before expanding the workflow, compare the result with the current process. Include review effort and exceptions in that comparison so the improvement reflects the team's actual experience.

Read the implementation guide ↗
CHOOSE THE RIGHT SUPPORT

Build it. Build with us.
Or have us manage it.

The workflow stays centered on your business. The engagement determines who learns, implements and operates it.

DIY

Your team owns the build.

Start with AI workflow training and the Factory Line source package. Workshop support is available when you need feedback.

Explore the $2,500 package ↗
DFY

We manage the foundation.

Include all the learning and guidance, with ownership of agreed operations and major implementation decisions.

Explore managed delivery ↗
START WITH YOUR WORK

Where is your team
doing too much by hand?

Bring a process, a bottleneck, or an idea. We'll help you decide what to automate, what to keep under human review, and where to begin.