Common Questions

No. We can automate the data flow into the tools you already rely on, including Excel, so you keep the flexibility to manipulate or present data differently for each client without rebuilding the whole system.

We build for client self-custody. That means your automation runs on your accounts, uses generic tools where possible, and comes with a full walkthrough so another capable operator can maintain it without being dependent on us long term. If you want backup support, we can stay on call, but the system is designed to be yours.

Yes. We can build a manual approval hold into the workflow so nothing gets pushed into finance, ops, or other systems until your team reviews it. The goal is to remove repetitive work, not remove control.

No. The point is to free your team from repetitive admin so they can spend more time on work that actually needs judgment, problem solving, and client attention. Automation should increase output, not force awkward downsizing decisions.

Any repetitive business process that currently involves manual steps like lead follow-up, reporting, data entry, invoicing, approvals, spreadsheet work, client onboarding, and internal ops handoffs. If your team is repeating it, we can probably automate it.

A Sprint is scoped for 3 business days. More complex projects are handled as a Deep Dive or phased rollout. We define the scope before we start, so you know exactly what is being delivered and when.

You do. 100%. The automation runs on your accounts and infrastructure. No lock-in, no ongoing dependency on us. It's yours.

Usually not. We build on tools you already use where possible. If a specific API, model, or service is needed, you control that account directly so billing stays in your hands.

Every project includes support after delivery. If something breaks during that window, we fix it. We also structure the build so your team has a walkthrough and clear ownership rather than being stuck waiting on us for every small change.

Most common business tools, including Gmail, Outlook, Excel, Google Sheets, Notion, Airtable, Slack, HubSpot, Xero, Shopify, CRMs, finance tools, and internal dashboards. If it has an API or a stable workflow around it, we can likely work with it.

We scope everything before we start. If it is larger than one process, we will tell you clearly and recommend The Deep Dive, an audit first, or phased delivery. No surprises.

No. We handle the build, testing, and delivery. You get a walkthrough of how it works and what to do if you want to adjust or review anything.

On delivery. We send an invoice after you've seen the automation working. Not before. No deposit required for a standard Sprint.

You don't pay for the Sprint if we miss the agreed 3-day delivery window on our end.

You only pay once you've seen the automation working as scoped. If it does not do what was agreed, we fix it or you walk away.

Zapier is great for simple triggers. We handle more involved workflows, approval steps, business logic, and AI-driven actions that need context, judgment, and integration across multiple tools.

The automation keeps running on your own accounts. You own it outright. If you want ongoing implementation help after that, you can move into The Lab.