Assist
AI drafts, summarizes, and organizes. A person reviews everything before it moves.
How it works
Start with assistance. Earn your way to automation.
Every workflow begins with a person reviewing the output. We move upward only when the process is working, the quality is consistent, and the risk is understood.
Standardize
Your approved examples, context, templates, and quality checklist make the result more consistent.
Systematize
The workflow becomes a written process another trained team member can run.
Integrate
The process connects to useful tools such as email, files, forms, calendars, or a CRM when safe and practical.
Automate
Only low-risk, proven steps run on their own. Consequential and client-facing work keeps the right human review.
The rule
No skipping levels.
Automation is not the goal by itself. A reliable workflow that saves time and protects trust is the goal.
Roles and responsibilities
Built together, with clear ownership.
What you provide
- A person who understands the current work
- Representative, approved examples
- Access to tools only when needed and authorized
- Business rules, exceptions, and required approvals
- Timely review during testing
What Jennifer builds
- The workflow map and success measure
- Instructions, context, and reusable templates
- Human review and escalation points
- Testing with representative material
- A written playbook and team training
Safety before speed
Decide what the system may use before it uses anything.
Data rules
We identify confidential, regulated, contractual, or personally sensitive information and decide what must stay out of general AI tools. The client remains responsible for legal, regulatory, and contractual requirements.
Testing
We test normal examples, edge cases, and bad inputs. Outputs are checked against an agreed quality list before anyone depends on them.
Measurement
We compare the current process with the new one using a practical measure such as minutes per item, weekly backlog, rework, or response consistency.
Handoff
Your team should be able to run it without me.
The work is not finished when a prompt looks good. It is finished when the process is tested, documented, taught, and assigned to an owner.
What gets documented
- Purpose and approved use
- Required inputs and where they come from
- Step-by-step operating instructions
- Review checklist and escalation points
- Information that must not be used
- How to spot and report a bad result
- Who maintains the workflow
Bring the current process, not a polished version.
The real work—including the awkward handoffs and exceptions—is what makes a useful workflow possible.
Book a 20-minute fit call