A structured review of your business operations to find where an approval-first agent can watch, draft, and report. We map your workflows, identify the signals that matter, and design the approval gates that keep you in control.
We map how work actually moves through your business — leads, messages, bookings, tasks, approvals, and handoffs.
We design where the agent should pause and ask for review before sending, changing, or applying anything important.
Every recommendation and action is logged so you can see what was suggested, why, and what you decided.
We capture the rules, context, and source material your agent needs to produce relevant, accurate drafts.
The agent prepares drafts and recommendations. You decide what moves forward.
Accept a draft, decline it, or send it back.
Change the draft or ask the agent to try again.
Ask what source was used or why a recommendation was made.
Get a shorter or simpler explanation of any draft.
Flag information that is no longer accurate.
Send a draft or issue to an owner or manager for review.
Every draft the agent produces is tied to approved source material — your website, your docs, your past decisions, or your stated rules. You can always ask where a claim came from.
Full workflow mapping, approval gate design, source material review, and a written deployment plan.
Pay for Audit Book AuditThe audit fee is applied toward setup if you proceed within 30 days.
Website monitoring and issue alerts
One custom workflow built around your business
Multiple workflows, tools, and priority support
Not a generic AI widget.
Not auto-send.
Not full automation without review.
Watch how the AI Workflow Audit maps the workflow before an agent is built.
We find the triggers that matter — missed leads, broken forms, delayed follow-ups, repeat tasks.
We draw the actual workflow — not the ideal one — so the agent fits how your business really works.
We place approval checkpoints where they belong — before anything customer-facing moves forward.
The agent prepares replies, reports, and next steps tied to your approved sources — not generic guesses.
Already approved the audit or chosen a package?
See the Onboarding StepsStart with a free Agent Ops Audit scoping call. No commitment.