Automation Assessment
A clear picture of what is worth automating.
- A working session with your team
- A map of your recurring tasks
- A written plan, in plain English
- Tool recommendations
AI & automation, done with EES
The repetitive parts of the week, like intake, reminders and reports, handled by automations that you approve.
What's included, done with EES
- A consultation about how your team works today
- A written list of what is worth automating first
- Intake emails turned into organized records
- Scheduled reports and daily digest emails
- First drafts of routine notices and letters
- Your data stays under your control
Packages, done with EES
Automation Build
The automations from the plan, built and running.
- The approved automations, built
- Testing with your real tasks
- A walkthrough for your team
- Adjustments once your team is using it
Automation timeline, done with EES
Every project is different. This is how most of them run.
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Working session
How your team handles intake, reminders and reports today.
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Written plan
What to automate first, ranked by the time it saves.
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Build
The automations you approve, built and tested on real tasks.
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Handover
A walkthrough for your team and adjustments as they use it.
Questions about AI & automation? Read the FAQ