1.1
Map the process as it actually runs
Not as the org chart says it runs. I sit with the people doing the work, time the steps, and find where the hours and the money are actually going.
Statement of position
Most automation fails before anyone opens a workflow editor.
The tooling is not the hard part. Deciding what the process should be — and which steps a machine should never touch — is the hard part. That decision is the work I sell. The build follows from it.
§1 Method
1.2
Decide what stays human
Then I mark the steps that should not be automated, and say why. A shorter system you trust beats a longer one you have to check behind.
1.3
Build it, then hand it over
n8n workflows with Claude reasoning inside them — not just apps wired together, but apps given judgement. Documented, tested, and running in your account, not mine.
§2 Scope
Work I take on
- Intake, triage, and routing of inbound enquiries
- Reporting and reconciliation that gets re-typed every week
- Knowledge that only lives in one person's head
- Document-heavy review cycles with a fixed checklist
Work I turn down
- The judgement call at the centre of your process
- A chatbot dropped onto a website with nothing behind it
- Replacing a system that already works
- Work where nobody will let me measure the before
The right-hand column is not modesty. Every item on it is something I have been asked for and said no to, because automating it would have made the business worse.
§3 Record
| What | For | Description | Status |
|---|---|---|---|
| Daily executive briefing | Financial services · internal | Collects the morning's incoming reports, drafts a bilingual summary, then runs a second pass that checks the draft against the source and patches it before anything is sent. | Live |
| Internal knowledge assistant | Brand consultancy · Taiwan | Twenty years of method, made askable. Answers from the firm's own files, and shows which document each answer came from. | In build |
| AI-visibility (GEO) audit | Catering · via UK partner | Seven pages on why AI assistants were describing the business wrongly: stale schema, missing org fields, a misdated founding year. | Delivered |
| AI Lead Qualifier → | This site | The demo here is real. Claude streams a structured qualification back to the browser while it thinks. | Live |
§4 To start
Tell me the process that costs you the most
I will tell you whether it is worth automating. If it is not, I will say so, and that answer is free. New engagements can start with a first month at no charge in exchange for a testimonial.