01Set up
Repeated inputs
The same kinds of questions, notes or forms arrive often.
- An enquiry summary
- A familiar quote structure
Why start small
Make one routine
less repetitive.
The useful question is not “where can we add AI?” It is “which repeated task has clear inputs, a useful output and someone who can check it?”
A sensible first task
Look for a clear handoff.
02Connect
A checkable output
Someone can tell whether the draft is useful and accurate.
- Use approved information
- Make unknowns visible
03Use it
An accountable owner
A person knows what happens next and handles exceptions.
- Approve before sending
- Keep the process current
Sometimes the answer is simpler
Keep what already works.
A better template, a clearer checklist or a website repair may solve the problem without AI. We can start there. Unattended automation is considered only when its actions, access and failure handling can be scoped and tested.
Book a discovery call ↗A useful place to start
Bring the task.
Let's find the next step.
Tell me what repeats, which tools you use and where things get stuck. We will talk through a useful starting point before any paid work is agreed.
Work directly with Jake Cromarty · Calgary & remote
