Services

Governed automation, delivered done-for-you.

Built for founders and agency SMEs who need faster operations without black-box systems. Delivery starts draft-first, keeps external actions approval-gated, and records an audit trail with evidence links.

Autonomy progresses in stages: Draft to Supervised to Delegated, with control increasing only when evidence is clear.

Controls pack (included)

  • Approval matrix: who signs off what
  • Workflow register: owner, mode, risk, last change
  • Audit trail: evidence links attached to key steps
  • Exception path: pause and rollback process

Delivery stages

Operations Review (Audit)

  • Map current workflows and bottlenecks
  • Define control points, owners, and exception paths
  • Produce a ranked backlog and first 3 workflows recommendation
  • Controls pack: approvals matrix + audit log format + rollback notes

Output: ranked workflow backlog + first 3 workflow recommendation

Build Sprint (3 governed workflows)

  • Implement 3 workflows inside your existing stack
  • Draft-first outputs with approval gates for external actions
  • Audit trail + evidence links
  • Runbooks + handover

Output: 3 workflows shipped + runbooks + audit trail

Oversight & Optimisation (Monthly)

  • Reliability checks + monitoring
  • Change log + versioned updates
  • Monthly optimisation queue
  • Exception handling process

Output: change log + reliability checks + optimisation queue

Choose your Build Sprint track

Most builds fall into one of these tracks. Your audit selects the exact workflows based on bottlenecks, ROI, and risk.

Founder Admin OS (choose 3 workflows)

Best for: founders drowning in follow-ups and admin.

  • Research: lead research → pre-call brief
  • Comms: call notes → follow-up drafts + next step tasks (approval-gated)
  • Admin: inbox triage → tasks + reminders
  • Planning: weekly priorities / blockers digest
  • Knowledge: SOP assistant answers with source links

Agency Delivery OS (choose 3 workflows)

Best for: client teams needing consistent delivery and comms.

  • Onboarding: client onboarding pack (project space + tasks + welcome email draft)
  • Requests: capture → triage → task pack (owners/SLAs)
  • Comms: weekly client update draft (status/blockers/next actions)
  • Feedback: consolidation → action list
  • Reviews: QBR / renewal brief draft (wins/risks/recommendations)

Pipeline OS (optional add-on)

Best for: outbound and pipeline hygiene without auto-send.

  • Outbound: enrichment + personalised outbound drafts
  • Follow-up: queue management (never auto-send)
  • CRM: hygiene prompts + stale-deal nudges
  • Commercial: proposal/SOW draft from call notes (internal-first)

Workflow library

Sales & pipeline

  • Lead research → pre-call brief → CRM/Notion update
  • Call notes → follow-up drafts → tasks and reminders
  • Proposal/SOW drafts from structured notes
  • Content repurposing into LinkedIn post drafts

Delivery & client ops

  • Client intake → onboarding space → kickoff pack drafts
  • Request capture → triage → task pack with owner + SLA
  • Weekly client update drafts → approval → send
  • Feedback consolidation → action list → assign owners

Knowledge & reporting

  • Inbox triage → routing → draft replies (approval-gated)
  • Knowledge assistant over SOPs/docs (with source links)
  • Weekly ops digest (due, blocked, waiting on approvals)
  • Renewal/QBR brief drafts (wins, risks, recommendations)

Example audit trail

Time Step Owner Evidence
09:14 S-01 Trigger received Ops Request page link
09:18 S-02 Draft created Operaitions Draft doc
09:29 S-03 Approval Client owner Approval note
09:33 S-04 Executed update Operaitions Change log
09:34 S-05 Exception check Operaitions 0 issues

Needs approval

External sends are blocked until the owner approves. Reason and evidence are recorded.

FAQ

Will this auto-send external comms?

No. External actions stay approval-gated by default. We start draft-first and only delegate further when confidence is established.

What tools do you work in?

Typically Notion, Google Workspace, Slack, and CRMs. We build inside your existing stack.

What does governance include?

Approvals, ownership, exception handling, and a clear audit trail with evidence links.

What happens after launch?

You receive runbooks and controls documentation so your team can run and update workflows. Ongoing oversight is available for reliability and optimisation.