1. The job
What is this process supposed to finish?
Public start · one workflow · 5–8 minutes
Pick one process your team keeps repeating.
We’ll map how it runs today, then show what it looks like with AI doing quiet prep and people keeping judgment. You leave with an as-is sketch, an AI-version diagram, and one first action.
What the interview covers
One workflow only. No pricing mid-call. No headcount-cut promises. No inventing systems you did not name. Human gates stay on sends, money, and sensitive writes.
2. Who starts, who says yes
Who kicks it off, and who has to approve at the end?
3. Where the information lives
CRM, inbox, sheets, the system nobody documented — named, not assumed.
4. The drag
What do people copy, chase, retype, or reformat?
5. The red line
What must never be automated or sent without a human?
6. What “good” looks like
If this stopped eating time next month, what would change?
What you leave with
As-is. With AI. One first action.
- As-is sketch
- Trigger → steps → tools → handoffs → pain, as the team actually runs it.
- With-AI sketch
- Quiet prep, labeled review gates, and named human moments.
- One first action
- The smallest live AI move worth trying — not a platform replacement.
- Plain-language summary
- A short recap for you and for Daniel, so the next step is specific.
The usual first paid path after a walkthrough is the Admin Drag Audit → one live AI action. Commercial terms stay private.