Name the handoff that steals the most time before adding more automation.
For teams of 5-50
Your tools do not talk to each other. Your team fills the gap.
Start with a task that wastes time. We plan how it should work, build and test a first version, and leave your team with the code and instructions.
Connect the source systems, write the rules, and keep authority constrained.
Your team keeps the plan, permissions, and test results.
One pilot story
Choose the first task carefully.
Compare the task, likely cost, and checks needed before starting. A small first project helps you decide whether to expand.
01 / 04 Remove one manual bridge
Connect the tools your team already uses.
Find the step people repeat, connect the tools it needs, and agree on approvals. Keep a record of the result.
Identify the team member, tool, record, and decision that currently hold the workflow together.
Use the smallest useful connection point instead of rebuilding every system at once.
Separate allowed actions, approval-needed actions, and blocked states before delegation.
Leave a runbook, recovery path, and evidence trail so the workflow can survive handoff.
Receipts
workflow mapfirst connectiondecision statesrunbook
02 / 04 Expand after proof
Test one task before expanding.
Use the first test to decide whether a broader plan or ongoing support would help.
A scoped first build for one high-value workflow. Typical range: $2,000-$5,000.
- Connectivity
- Setup
- Policy
- Runbook
Map tools, workflows, and data flow after the first pilot proves value. Typical range: $5,000-$10,000.
- Duplication
- Manual movement
- Disconnected records
- Priority order
Prompt tuning, policy updates, monitoring, and edge-case handling once the workflow is in operation.
- Drift checks
- Approval rules
- Performance review
- Recovery notes
03 / 04 Feel the difference early
One pipeline handoff can prove value without changing every tool.
A professional-services team can begin with HubSpot, use measured time savings to map the wider system, then add the next connection under the same control layer.
MCP endpoint, Codex setup, approval policy, and runbook for a professional-services workflow.
- Saves 5 hrs/week
- $3,000 build
Found three disconnected systems and roughly twenty hours per week of manual data movement.
- Prioritized roadmap
- $7,500 audit
Connected Notion project tracking and added a shared control layer across both workflows.
- 15 hrs/week automated
- $2,500/mo operation
Evidence
- 5 hours per week
- three disconnected systems
- 15 hours per week automated
04 / 04 People carry the workflow
This is for teams rebuilding context by hand.
The right starting team can name the repeated handoff, the person carrying it, and the business consequence when it breaks.
People move context between HubSpot, Notion, Slack, spreadsheets, and inboxes.
The agent can draft, but it cannot safely act against the systems that matter.
The workflow now needs ownership, approval rules, and recovery paths, not another trigger.
Start with one workflow
Bring the workflow that wastes the most time.
We’ll plan the first test before agreeing to more work or spending.
- Owner
- Business operator
- Authority
- First controlled pilot
- Proof
- Runbook + control states
- State
- review
- 01 / Bring One workflow
The handoff, owner, source tools, and failure point.
- 02 / Map First controlled pilot
The smallest useful delegation boundary.
- 03 / Leave with A control path
Allowed, approval-needed, blocked, and receipt states.