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 ↗Operational databases
Airtable:
Airtable:
plan the implementation.
Give record owners a reviewed proposal with clear evidence and a controlled update path.
DISCOVERYAnswer the questions
Answer the questions
that shape the build.
Which fields are required for useful work? What triggers automations? Who resolves duplicate people, companies or projects?
Confirm base permissions, existing automations and identifier conventions. A record update may trigger other work, so assess those consequences first.
We use these answers to agree on integration boundaries, responsible reviewers, access controls and a definition of done. The proposal identifies dependencies and what is included before implementation begins.
FIRST IMPLEMENTATIONProve the useful part.
Prove the useful part.
Then expand deliberately.
Begin with one intake form and table. Compare proposed records with manually accepted records before enabling controlled writes.
Measure the result
Track field corrections, duplicate creation, broken links and downstream exceptions caused by incomplete intake.
Prepare for everyday operation
Write only approved values and retain the source request, reviewer and duplicate-handling outcome.
Document the owner, support path and recovery procedure. Define how the workflow behaves when information is incomplete, access fails or a reviewer declines the proposed result. Agree on what needs fresh validation after a model or integration change.
CHOOSE THE RIGHT SUPPORTBuild it. Build with us.
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.
Work through it together.
Get everything in DIY, three months of workshops, weekly team sessions and direct implementation coaching.
Explore guided implementation ↗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 WORKWhere is your team
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.