AI workflows & custom builds

Make the idea
work in the business.

A useful build starts with a specific workflow, a clear owner, and a way to judge whether it works. Bring the priority from your roadmap, or an existing direction you want to test.

Already know what you want built?

Start with a
Requirements Scope.

Bring your existing direction. We test the assumptions and make the build concrete before you commit to implementation.

  1. The specification.What the system needs to do, for whom, and within which constraints.
  2. The cost and timeline.An estimate tied to the actual requirements and dependencies.
  3. The decision memo.The options, trade-offs, and recommendation for leadership.
  4. A working prototype.A lightweight proof to help your team confirm the primary requirements.
Start the conversation

Workflows we can scope

Start with the work.
Then choose the tools.

01.

Meeting capture & follow-up

Turn transcripts or dictated notes into structured drafts, with a person reviewing the record before it reaches the CRM.

02.

Document processing

Extract the fields a workflow needs from representative documents. Define validation, exceptions, and review before automating the handoff.

03.

Knowledge & meeting preparation

Connect approved information to useful answers and briefs, with sources shown and access rules carried through.

04.

Workflow & system integration

Connect steps across the systems you already run. Make the data dependencies and ownership of each action explicit.

From the work · Commercial real estate

Capture the conversation. Keep the knowledge.

Discovery + working proof of concept delivered

Prometheus ranked 27 pain points, then demonstrated a capture workflow: dictate after a call, review the extracted fields, and confirm. The recommendation included two implementation paths, with corporate access dependencies made explicit.

The discovery sprint and proof of concept were delivered. The wider implementation remained proposed in the source record; no realized time saving is claimed here.

Read the engagement account

From prototype to implementation

A separate decision.
A defined scope.

A proof of concept tests the approach. Production implementation adds the integration, validation, deployment, training, and support the workflow needs. We price that work against the agreed requirements and dependencies.

The scope identifies who builds each component, who grants access, who accepts the work, and how exceptions are handled. Hosting and ongoing support are agreed separately.

See ongoing support

Designed around your operation

Useful AI.
Clear boundaries.

01.

Use what you own.

Review existing licenses and capabilities before adding another tool. Keep the CRM, ERP, or TMS as the system of record unless there is a deliberate reason to change it.

02.

Keep people in control.

Define who initiates the action, who reviews it, and where approval happens. Customer-facing workflows include a documented human-review checkpoint.

03.

Make ownership explicit.

Agree repository ownership, the hosting environment, and handover terms in writing. Identify any proprietary component before the build begins.

04.

Name the dependencies.

Document data boundaries, access decisions, and blockers with owners. Your team remains responsible for deployment decisions; our work does not certify regulatory compliance.

Your next move

Let’s turn AI ambition
into progress.

Bring the question your leadership team keeps coming back to. We’ll start there.

Start the conversation