01 / Input
Start with your information
An enquiry received through your existing approved channel.
Workflow examples
Small tasks.
Clear handoffs.
Three everyday workflows, with a clear place for human review. These are illustrative examples to scope around your tools and team.
Example 01
Enquiry to organised lead
A clearer handoff from an incoming question to the next action.
02 / AI assistance
Prepare a useful draft
A structured summary, missing questions and a suggested reply.
03 / Human review
You make the call
Your team checks the details, edits the draft and chooses whether to send it.
Creating a record or setting a reminder can be scoped as an integration. Automatic replies are not assumed.
Example 02
Contractor notes to draft quote
A consistent draft, with the pricing still under your control.
01 / Input
Start with your information
Job notes, measurements and the rate sheet you have approved.
02 / AI assistance
Prepare a useful draft
A draft scope and quote structure, with missing details clearly flagged.
03 / Human review
You make the call
You confirm quantities, approved rates, assumptions and the final price before sharing it.
No invented rates or silent acceptance. Document generation, approval routing and sending are separately scoped.
Example 03
Designer intake to project brief
Spend the conversation on the open questions.
01 / Input
Start with your information
Client intake answers and references you are allowed to use.
02 / AI assistance
Prepare a useful draft
A draft brief grouping goals, audience, constraints and unresolved questions.
03 / Human review
You make the call
The designer checks the interpretation and confirms the direction with the client.
Client records are used only in the tools and account settings agreed for that project.
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
