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Work you can map.

See what automation could look like in the work you already do.

These workflow examples show where a process starts, who owns each handoff, and what should happen when something needs attention. Use them to think through your own process before you build.

Find your starting point with Steve

Client onboarding

Give each new client a clear start. Map the welcome, information gathering, project setup, and kickoff so the next step has an owner and nothing depends on someone remembering.

Explore the workflow →
Starts with
A signed contract is recorded. If a deposit is required, confirm it before opening the project.
Works toward
The project is ready, the team has the brief, and the client knows what happens next.

Lead follow-up

Make the next action clear from the first inquiry. Define who responds, what happens if nobody replies, and when reminders should stop so follow-up supports a real conversation.

Explore the workflow →
Starts with
An inquiry arrives through a form, email, phone call, or referral and is recorded as a lead.
Works toward
The lead has a booked conversation, a clear next action, or an appropriate closed status.

Agency reporting

Separate collecting and formatting data from interpreting it. Map the sources, checks, and approval steps so your team can spend its attention on what the report means.

Explore the workflow →
Starts with
A reporting period closes for an active client with an agreed report format.
Works toward
The client receives an approved report with the right data, context, and next actions.

Start with your process.

Your workflow does not have to match one of these examples. Steve, your AI process designer, helps you find a process worth automating, map how it works, and create a build plan.

See how process mapping worksExplore AI systems →

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