Give your team a useful AI starting point.

Who this helps

For owners and small teams who have tried AI but still spend too much time figuring out what to ask, which files to use, and whether the answer is reliable. We start with a task your team repeats and configure a useful, manageable way to complete it.

What you receive

• A platform recommendation based on your business, existing software, and available features.
• Approved company context and reusable instructions for consistent results.
• Eligible standard connections with permissions you approve.
• Practical task templates, testing with representative information, and hands-on training.
• Handoff notes covering access, daily use, and what your team should review.

Choose a focused setup

What “connection” and “workflow” mean

A standard connection gives the selected AI environment approved access through an existing supported connector. We check whether it can read the information the agreed task needs. Connecting an account does not automatically create a process between two business applications.

In these setup packages, a workflow is a task you start and review: for example, use an approved service description to draft a reply. A scheduled process, automatic message, accounting change, or two-way synchronization is separate work.

Counts are maximums within the package time and agreed scope. We confirm eligibility and the exact deliverables before you commit. If the task needs custom work, we explain the options and quote separately.

A clear handoff

You practice the agreed tasks with us, check that the output is useful, and keep control of accounts and permissions. Software subscriptions are paid directly to providers. Additional NYC visits for hands-on help with the original setup cost $100 for up to two hours; travel area and scope are confirmed first.

Need a process that runs between applications? See our workflow improvement pilot. For an owner review built around your business information, explore owner reporting.