What’s included
• Workflow mapping: define input sources, required outputs, access permissions, approval steps, and the tasks worth automating.
• Data and knowledge setup: connect documents, business records, or approved knowledge sources and prepare them for the workflow.
• AI processing and integrations: build the extraction, retrieval, classification, or agent logic and connect it to your APIs, CRM, email, calendar, or other systems.
• Control and failure handling: validate outputs, set human review points, handle retries and timeouts, and record workflow status so failures can be investigated.
• Testing and delivery: check representative inputs and edge cases, deploy the agreed workflow, and provide source code, configuration notes, and a handover walkthrough.