Workflow Fit Call
Find a workflow worth agentizing.
Tell us about one operational workflow that takes too much time, creates too many exceptions, requires constant follow-up, or becomes expensive when something gets missed.
We’ll review how the work happens today and help determine whether an AI agent could take on a meaningful part of it — safely, measurably, and around the systems you already use.
Free · 30 minutes · No obligation
Start with the workflow. You don’t need to know whether it needs AI.
What to look for
What makes a workflow a strong agent candidate?
You don’t need to evaluate the technology. Start by looking at the work itself.
Strong agent opportunities often have a few things in common.
01
Repeated work
People keep doing the same kind of work.
Someone repeatedly checks status, investigates an issue, gathers information, follows up, makes a routine decision, or updates a system.
02
Exceptions
The workflow gets difficult when something changes.
A late PO, missing document, unexpected deduction, inventory imbalance or supplier delay creates work that someone has to notice, investigate and resolve.
03
Information across systems
The answer is rarely in one place.
People move between ERP, PLM, EDI, WMS, email, spreadsheets, portals or other systems to understand what happened and decide what to do next.
04
A meaningful outcome
Improving the workflow would matter to the business.
It might return meaningful hours to the team, resolve exceptions faster, prevent avoidable cost, recover revenue, reduce operational risk or improve cycle time.
A workflow doesn’t need to match all four.
Bring us the one your team already knows is painful. The Workflow Fit Call is where we determine whether an agent actually belongs there.
01
Workflow
02
Today
03
Friction
04
Systems & Actions
05
About You
What happens next
We’ll review the workflow before we talk.
Your submission gives us enough context to come prepared. The call is for understanding the workflow, testing whether an agent belongs there, and deciding whether there is a worthwhile next step.
01
Review
We study what you shared. We look at the workflow, where the work happens, what creates friction, which systems are involved, and what kind of outcome would make the problem worth solving.
02
Talk
We walk through the workflow together. In a 30-minute Workflow Fit Call, we clarify the steps, decisions, exceptions, approvals and business impact that matter most.
03
Decide
We tell you whether we think it is a strong agent opportunity. If it looks promising, we’ll explain what we would investigate next. If we don’t think an agent is the right answer, we’ll tell you that too.
If the opportunity is real
The next step is a Workflow-to-Agent Discovery engagement where we define the workflow in detail, determine what the agent should handle, identify required integrations and governance, define the MVP, and establish how success should be measured.
The Fit Call is a decision point — not a commitment to build.
Start with the work
You don’t need an AI strategy to begin.
You don’t need to replace your systems, redesign your operation, or arrive with a fully documented process.
Bring us one workflow your team already knows takes too much time, creates too much friction, or becomes costly when something gets missed.
We’ll help determine whether an agent belongs there.
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