AI Workflow Audit
We map the workflows creating the most friction, from lead intake through delivery and billing. You get a prioritized automation roadmap with assumptions, risks, and a practical measurement plan for each opportunity.
Service
AI Ops Retainer
Ongoing operational support for automations already in use. Monitoring, incident response, optimization, and new work are defined around the systems and service levels in your scope.
Automation needs an accountable operator
An AI Ops Retainer is for businesses with automations already in use that need defined monitoring, incident response, maintenance, reporting, and carefully controlled improvement. It is not a promise that every system is watched every minute; coverage and response expectations belong in the written scope.
Operational coverage
- Scheduled health checks for agreed workflows and their critical dependencies.
- Alert review, incident triage, and escalation according to defined severity and ownership.
- Investigation of failed runs, duplicate actions, vendor changes, revoked access, and degraded data quality.
- Maintenance of workflow documentation, dependency records, recovery instructions, and change history.
- Periodic review of reliability, exception patterns, operating measures, and support demand.
Changes and new work
Small improvements and new builds must be distinguished from break/fix maintenance. The retainer scope should state how requests are prioritized, what qualifies as an included change, when separate scoping is required, and who approves production changes.
Vendor and access changes
Third-party platforms change APIs, authentication, limits, pricing, and behavior. A useful operating plan records those dependencies and defines what happens when a vendor breaks or retires a feature. Credentials should be rotated and removed as people, vendors, or responsibilities change.
Reporting that supports decisions
A status report should separate reliability from business impact. Useful operational measures include successful and failed runs, exception count, mean time to acknowledge, mean time to recover, manual interventions, unresolved risks, and changes shipped. Business measures remain tied to the baseline defined for each workflow.
Offboarding
Offboarding should be possible without losing control of the system. It includes current documentation, ownership confirmation, credential removal, open incidents, vendor inventory, retention decisions, and a final operating handoff.
Review the security and data-handling approach, see how implementations are built, or request a discovery conversation about operating an existing automation stack.
What’s Included
- Scheduled health checks and monitoring
- Monthly performance reviews
- Continuous optimization
- New automation development
- Priority support channel
- Quarterly strategy sessions
Common questions
How do you handle underperformance?
We define acceptance criteria and a measurement plan before building. If an automation underperforms, we diagnose the cause, document the options, and agree on the appropriate correction within the engagement scope.
What tools and platforms do you work with?
We commonly work with automation platforms in the Zapier and Make category and connect business systems when their supported integrations or APIs allow it. We confirm feasibility before proposing a build.
How much does it cost?
Pricing depends on scope, systems, risk, and support requirements. Request a discovery conversation and we’ll provide a written estimate after understanding the work.
READY TO AUTOMATE?
Request a discovery conversation and let's map the workflows that may be worth improving.