How it works
Three steps. You leave each one with something useful.
We find where your week goes, build the first fix with you, and teach you to run it.
Find the hours
We look at your week: the tasks that repeat, the tools you use and what a good result looks like. Then we rank what is worth fixing first.
You get: A short, ranked list.
Discover
We ask about your week, your tasks and your tools.
Connect
We list where each task’s information comes from and what we can connect to. Some tools can’t be connected, and we’ll tell you.
Analyze
We rank each task by time saved, effort and how sensitive the information is.
Build the system
We agree on the plan, then build the first workflow with you and test it on real examples.
You get: A first workflow that works.
Plan
We agree on where to start and write it down.
Implement together
We build it with you in the session and test it, including the messy cases, like a missing detail or two dates that disagree.
Hand you the keys
We teach you to run it. We measure the time before and after, including the checking.
You get: Written steps and a before-and-after number.
Train and Validate
Practice until you can run it alone. You will know what a good result looks like and what a failed run looks like.
Optimize
Optional check-ins as your needs change. Never required.
Three ways to start
The same task can be handled at any of these. Start with the first.
Do it yourself
Copy a prompt, paste in your own notes, and get a draft. Every playbook on this site works this way.
We set it up for you
Your email, files and calendar feed a run that happens on its own each week. The drafts are waiting for you.
Your whole team
The finished drafts go to the people who need them, in one shared place.
The samples on this site show the first one. The second and third are services we set up with you.
A sample plan
What a plan could look like for a contractor’s Friday update. It follows the made-up job from the home page.
The Friday update
ExampleWe set it up for you- Where the information comes from
- Emails from the GC and the vendor: read from one folder you pick, once we confirm your email can be connected.
- The submittal and RFI log: a spreadsheet you already keep, read the same way.
- Voice notes and field texts: someone forwards them to a set address or types them into a short form.
- When it runs
- Every Friday morning, and any time the project manager wants to run it.
- What you get
- A weekly update, an action tracker and draft replies, saved in a shared folder. Nothing is sent. The project manager looks them over and sends what is ready.
- If something goes wrong
- Two dates disagree: the item is flagged, both sources are shown and the date is left open.
- The log is out of date: the update says when it was last changed.
- Something is missing or a connection fails: the top of the draft says what is missing.
- How we measure it
- Time the old way and the new way for two weeks each, including checking and fixing. We also count the corrections made.
A made-up job. Which of your tools can be connected depends on what you use.
Who checks what
Every workflow we build is split this way, so you always know where you step in.
AI does
The gathering, sorting and first drafts.
You review
Anything flagged, anything that goes to another person, and anything with a date, a name or a number in it.
Never automated
Sending to a customer. Decisions that need your judgment.
What we teach
Practical sessions on the tools you use. We teach on Claude and ChatGPT, and we can work with what you already use.
Getting better answers from AI
Working with your documents
Checking AI’s work
Using your voice instead of typing
Connecting your tools, where possible
Writing clear instructions
Common questions
No. We start with how you work today.
Not necessarily. We start with tools you already own. Any added cost is discussed before setup.
No. It prepares drafts. You send them.
Every workflow has a checking step. When two sources disagree, the item is flagged and left for you to settle.
No. They run in your browser on made-up data. Connecting a workflow to your own email, files or calendar is something we set up with you.
Yes. Your accounts and data stay yours, subject to each provider’s terms.
No. You sign in to your own accounts and approve any connection yourself.
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