Workflow Workshops · For your team
You have AI access. Your workflows don’t know it yet.
We sit down with your team, map the work you already do, and decide step by step what stays human and what AI can support. You leave with workflows your team keeps and runs.
WORKFLOW LAUNCH PACK
Monthly board report
TRIGGER
The month’s numbers are final.
AI STEP
Draft the summary from the numbers and last month’s report.
HUMAN CHECK
You check it against the goal, make the call, and send it.
Same system, three sizes
Start wherever you are.
Every offering builds the same AI Operating System. None requires the one before it.
FOR YOU
Beyond the Basics
Build your own AI Operating System in a five-session cohort.
FOR YOUR TEAM · YOU ARE HERE
Workflow Workshops
Turn your team’s real work into workflows it keeps.
FOR YOUR ORGANIZATION
Consulting Engagements
Build AI into how the whole organization runs.
The AI Operating System
Three Levels of AI Complexity
Not all AI challenges are created equal. Knowing which level your challenge lives at is the first step to knowing what it will actually take to solve it.
1
LEVEL 1
Prompts
SINGLE-TASK IMPROVEMENT
A single task, done smarter with a better prompt. One input, one output, one person in the loop.
COMPLEXITY
SOUNDS LIKE
“Help me write better project updates.”
EXAMPLE USE CASES
Meeting notes: turned into a clear action-item list
Policy memo: rewritten in plain language
Status update: drafted from rough bullet notes
COMPONENTS
Prompts
Instructions and context
Sample data or examples
Output criteria
2
LEVEL 2
WORKFLOW WORKSHOPS
Automations
MULTI-STEP WORKFLOW
A repeatable business process redesigned with human and AI steps mapped and defined at each stage.
COMPLEXITY
SOUNDS LIKE
“There are too many steps here for one prompt to fix it.”
EXAMPLE USE CASES
Intake: a request comes in, AI sums it up, and it goes to the right person
Monthly report: AI pulls the numbers and writes a draft, then a manager signs off
Proposals: AI lists what the client is asking for and drafts each section, then you edit
COMPONENTS
Workflow map
Human vs. AI decision points
Custom instructions per step
Triggers and handoff logic
Reference data and examples
3
LEVEL 3
Agents
FULL SYSTEM DESIGN
An entire role or system redesigned at scale, built to run consistently across teams, tools, and time.
COMPLEXITY
SOUNDS LIKE
“I need this to work the same way whether I’m in the room or not.”
EXAMPLE USE CASES
Service-desk agent: answers common questions from your policies and hands the hard ones to a person
Analysis agent: pulls data from your systems, spots the trends, and writes up the report
Onboarding agent: walks a new hire through their first 30 days with HR and IT
Compliance agent: checks filings against the rules and flags problems for a person to review
COMPONENTS
Knowledge bases / RAG
Tool and system integrations
Agent roles and guardrails
Human review checkpoints
Governance design
Agent builds bring in trusted technical partners. We stay involved on the workflow design, the human checks, and governance.
Inside a Workflow Workshop
You leave with a Workflow Launch Pack.
We break down each step by what you decide, what AI does, the tool, the prompt, and the data it needs. You walk in with your Launch Pack from the Quick Start, so we start building instead of scoping.
WORKFLOW NAME
Monthly board report
OUTCOME
A board-ready report that sounds like you, checked against this year’s goals.
STEP 1
Pull the numbers
HUMAN
Confirm the month’s numbers are final.
AI
Compare to last month and flag anything unusual.
TOOL
Copilot in Excel
PROMPT
“Compare this month to last month. List anything that moved more than 10% and what might explain it.”
DATA + EXAMPLES
Finance export, last month’s report
STEP 2
Draft the summary
HUMAN
Set the angle and what the board needs to hear.
AI
Draft a one-page summary in your voice.
TOOL
ChatGPT
PROMPT
“You’re writing for our board. Using these numbers, draft a one-page summary. Lead with what changed.”
DATA + EXAMPLES
Your AI Source Profile, two past reports as examples of good
STEP 3
Review and send
HUMAN
Check it against the goal, make the final call, and send.
AI
Tighten the wording and list the board’s likely questions.
TOOL
ChatGPT
PROMPT
“Review this draft against our goals. Suggest cuts, and list three questions the board is likely to ask.”
DATA + EXAMPLES
This year’s goals, notes from the last board meeting
How it works
One workflow, or a set of them.
Every workshop starts with a free AI Quick Start. That’s where we find the workflow worth building, so your team’s time goes to the work that matters.
START HERE · FREE
AI Quick Start
Bring a real task. We build it together, and your team leaves with an AI Source Profile, a Workflow Launch Pack, and a clear read on which workflow to build next.
Book a free AI Quick Start
Quick Start required
One workflow
A half or full day with your team in the room, taking one workflow all the way to a Launch Pack you can run the next morning.
Quick Start required
A set of workflows
When several workflows need attention, we map and build them together, clarify who owns what across the team, and shape a shared AI Source Profile everyone works from.
EXAMPLE ASKS
“I spend too much time on reporting, prep, and follow-ups.”
→ One workflow
“Our team has AI access, but everyone uses it differently.”
→ A set of workflows
Bigger than one team? Consulting Engagements build AI across the whole organization. If your workflows are already documented, ask about Workflow Analysis.
Talk with us →
Is this right for your team?
Your work deserves more than disconnected prompts.
A process takes forever, and you suspect AI could help.
Your team has AI access, but adoption is inconsistent.
You’re not sure what should stay human and what AI can handle.
You want to build capability, not dependency.
What is the outcome you’re trying to achieve?
Start with a free AI Quick Start, or schedule a launch call to talk through what your team needs.
Human First. AI Second.
