Turn a repeatable process into a practical, production-ready AI agent with clear tools, guardrails, and human handoffs.

Deliverables

Map the workflow, inputs, decisions, and edge cases.

Define the agent role, boundaries, prompts, tools, and escalation rules.

Connect required APIs or apps across CRM, Slack, Sheets, n8n, Zapier, Make, or OpenAI workflows.

Test the happy path, failure cases, approval steps, and handoff logging.

You receive a working flow, setup notes, test checklist, and recommendations for monitoring and a sensible next phase. Demo or discovery examples are labeled clearly. Client outcomes are only claimed when verified.