Workflow Engineering
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Book a free discovery call

Let’s start with how your organization works.

We don’t open with a pitch. The discovery call is a conversation about how work moves through your organization, and whether AI and automation would pay off there. If we’re not the right fit, we’ll tell you.

What we’ll want to understand

  • Which repetitive work is costing your team the most hours
  • How the work gets done today, and who carries it from one system to the next
  • Which systems does the work move through, and which ones don’t talk to each other
  • Where you’d want to start if you could pick one thing

What you’ll come away with

  • An honest read on whether this is a fit for your organization
  • A sense of which processes are worth looking at first
  • A clear picture of what the next steps should be

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Things people ask before booking

What actually happens on the discovery call?

It’s a conversation to see whether there’s a fit. You tell us what’s taking your team’s hours and which systems the work moves through. We tell you whether what we do would help, and if it won’t, we’ll say so.

Do we need to know anything about AI before we book?

No. At your meeting, you can bring examples of processes, systems, and workflows that could benefit from less manual effort. We’ll guide you through AI- and automation-based solutions to help solve bottlenecks and save resources. If you’re not sure where to start, that’s fine too. We can help guide the conversation and help identify areas that make sense to automate.

We’re under ten people. Should we book anyway?

Probably not yet. Below 10 people, there usually isn’t enough work to move between roles and systems for a build to pay off. You’ll get more from using AI directly; start with our free course, Practical Prompting. If the problem is that everything runs through one person’s head, JoySuite gives a small team a place to start, from $25 a month. We’ll be here when you’ve grown into it.

Can someone else from our team join?

Yes, and it usually helps. The person who does the work sees things the person who manages it doesn’t. It can be valuable to hear from both individuals.