AI workflows for small businesses and individuals
Put AI to work
in your business
Workflows that protect the trust between you and your customers. Built around your brand voice and the jobs you repeat, with AI only where it adds value and a person always within reach. Less AI per task means lower running costs. Learn to build it, or have me build it.
Hi, are you taking on new clients? We need help with our end of year reporting.
- Read the enquiry
- Checked your calendar
- Drafted a reply in your voice
Hi, are you taking on new clients? We need help with our end of year reporting.
Start with the programs you already use
- Microsoft 365
- Outlook
- Excel
- Word
- PowerPoint
- Teams
- SharePoint
- OneDrive
- Power BI
- Google Workspace
- Gmail
- Google Sheets
- Google Drive
- Google Calendar
- Zoom
- Slack
- Canva
- Adobe Acrobat
- DocuSign
- Dropbox
- Xero
- MYOB
- QuickBooks
- Dext
- Salesforce
- HubSpot
- Zoho
- Shopify
- Square
- Stripe
- Mailchimp
- Calendly
- Microsoft Bookings
- ServiceM8
- simPRO
- Deputy
- Employment Hero
- Zendesk
- Monday.com
- Asana
Trust first
Your customers still reach a person
Everything I build supports you and your team. It never stands between you and the people you serve.
A way through to a person
Every flow has a clear path to you or your team, and your customers can always find it.
Your community's voice
Replies use the tone your customers expect, taken from how you already talk to them.
Chatbots, when they fit
If your site needs a chatbot, I build it and connect it, with a handover to a person whenever someone asks.
Off the bulk services
A system built around your business can replace expensive bulk and mass-market services you rent now.
What I build
Your AI setup, done properly
Four things every client ends up with, whether you build them yourself or hand them over.
Your AI tool, set up properly
Your AI Agent Team configured with your business context, connected to the tools you already use, with clear instructions for how it should work.
- Business context loaded
- Outlook or Gmail connected
- Privacy settings checked
Repeat jobs, turned into workflows
Each job that eats your week becomes a workflow you can run whenever you need it, with the same result every time.
- Weekly report from your spreadsheet
- Meeting notes into actions
- Quotes from your templates
Agents that do the first draft
Assistants that read, draft and prepare the work, then wait for you. Nothing goes to a client until you approve it.
- Follow-up drafted
- Waiting for your approval
- Logged once you send
Everything documented in your Drive
After every session, what I built goes into a build list in your Google Drive, with instructions, so you can run it and change it without me.
- Agent team set-up
- Weekly report
- Instructions for each
Capabilities
Turn busywork into workflows
Your AI Agent Team at the centre, the jobs that fill your week in orbit around it. I start with the one that costs you the most time.
- Drafting
- Summarising
- Sorting
- Reporting
- Follow-ups
- Proposals
Compare
Learn it, hand it over, or both
Pick a way in for each job. You can mix them and change your mind as you learn.
| Compare | Most people start hereLearn to build | Team rollout | Built for you |
|---|---|---|---|
| Who builds it | You, with me beside you | Your team, trained by me | Me, then I hand it over |
| Where it runs | Your own AI account | Your team's shared AI workspace | Your accounts and your tools |
| What you finish with | Your workflows and the skills to build more | Shared skills, connected tools and house rules | A documented agent stack, automations, app |
| Best when | You want to own how it works | Your team is ready for bigger AI plans | You want it done and your time back |
| Next step | Plan sessions | Plan a rollout | Plan a build |
How it works
From first call to working workflow
01Intake
A short form on where your time goes, the jobs you repeat and the tools you use. I read it before the first call.
02Set-up session
I set up your AI Agent Team on your screen, with your context, your tools and your rules.
03Working sessions
One job per session. I cut the steps that don't need to exist, then you build it with me, or I build it while you watch.
04Your build list
Every session is written up in your Google Drive, so you can see what you have and keep using it.
Why it works
Structure first, AI where it counts
I've used most of the main AI tools myself. They're more alike than the marketing suggests, mostly at different price points. The set-ups that last are clear, step-by-step flows with AI doing the parts that need judgement.
Built around how you work
Your brand voice, your requirements and the actions you repeat, set out as clear steps.
AI where it adds value
Fixed steps handle the predictable parts. AI drafts and makes the judgement calls, and anything for a client waits for your yes.
Lower cost per task
Each step already knows what comes next, so every task uses less AI and costs less to run.
Proof
I run my own business on it
An app I built, on my own server, repeatable and structured. My specialist agents are moving onto real work inside it one job at a time. Nothing goes to a client without me reading it first.
Running now
Enquiry to invoice
A new enquiry moves through to a quote, an invoice and a contract draft, from my own prices and templates.
Running now
Follow-up drafts
Follow-up emails are drafted for me to read. Nothing sends on its own.
Running now
Client memory
Each client has a memory, so context from past work carries into the next job.
Track record
Experience behind the work
Before this business I ran client services at a Sydney firm and rebuilt how new clients were taken on. In that role:
About 60%
Faster to sign a new client, from about seven weeks to just over two
2 weeks
For a new starter to take calls with confidence
Under an hour
For several agreements to be signed on the first day of mobile signing
Start with the work you do
Customer questions, quotes, bookings and follow-ups. These examples show where I can help you learn, build it for you, or mix both.
Trades and home services
Collect job details, prepare quotes and follow up while you are on the job.
Agencies and professional services
Turn meeting notes into actions, prepare proposals and keep track of customer follow-ups.
E-commerce and retail
Prepare answers to product questions, sort order enquiries and plan customer follow-ups.
Hospitality and events
Collect function details, prepare booking replies and keep event information together.
Your business may look different. Tell me what you repeat, which tools hold the information and what you want to happen next.
I start with the tools you have. A built-in connection, a connector, a file import or a small custom app may suit the job. I check access, limits and ongoing costs before recommending a build.
Tell me what you want to build →FAQ
Questions, answered
Do I need to be technical?
No. You need to be comfortable sharing your screen and trying things. I explain each step as you learn, and everything I build is written up in plain English in your build list.
Do I have to learn it?
No. Learning is optional. I can build it for you, in the sessions or on my own time, and plenty of people learn some workflows and hand others over.
How much does it cost?
Guided education is $200 AUD an hour. The first 30-minute call is free. I quote builds and packages after agreeing the scope, then confirm the price in writing.
Will my customers end up talking to a bot?
Only if you want a chatbot, and even then they can reach a person whenever they ask. Most of what I build works behind the scenes, so your customers keep dealing with you and your team.
Who owns the finished work?
You do. It lives in your own accounts and your Google Drive, documented so you can keep using it after the sessions end.
Get started
Put your first workflow to work
Pick how you want to work, learn it, hand it over or roll it out to your team, and send it as your intake. I read every plan myself.