Specific scope engagement for clients with existing tool stack who need an automation layer on top. Surgical scope (per Pillar 3) — augment, not rip-and-replace.

For whom?

Teams of 5-50 with manual repetitive workflows eating team hours daily
Founders becoming bottleneck because every decision routes through them
Operations leaders needing leverage without new hires
Teams using multiple SaaS but with operational gaps between tools

What's in scope

Workflow audit + identify highest-leverage points
Custom workflow design with governance pattern (3-layer: agent + human approval + n8n executor)
Integration with existing tools — Salesforce, HubSpot, Google Workspace, Microsoft 365, internal database, public APIs
Implementation using n8n self-host or managed (per chosen sovereign posture)
AI tier-1 for classification + draft using Anthropic Claude via LiteLLM proxy multi-model
Approval gate UI — simple dashboard or Slack/WA notification for human review
Smoke test + UAT with your team
Hypercare 2-4 weeks post-deploy for stabilization
Technical documentation + operational runbook
Handover session + training for your team

Use cases we frequently build

Lead qualification + routing — inbound from WA / web / email auto-classified, qualified into CRM, follow-up auto-trigger
Proposal generator — brief in via form or chat, draft proposal auto-generated from template + brand guideline + pricing logic
Ops reminder + follow-up — tax reminder, project deadline, client follow-up with no reply, payment overdue
Weekly project update — status pulled from git / project tool / time tracker, compiled into stakeholder report
Custom integration — bridge between tools without native integration
Approval workflow gate — every sensitive action (publish, payment, contract) through governance gate

What's NOT included

Rip-and-replace SaaS you use with moat (Salesforce, NetSuite, HubSpot core)
New custom front-end UI — we focus on workflow layer
Workflows already available native in your SaaS — use what's there
Ongoing maintenance retainer (separate SOW if needed)
Extensive training for entire organization (limited to direct team touching workflow)

How we deliver

Per /pattern 4-step approach:

Audit + scope — discovery call + workflow audit + scope doc
Build — n8n workflow + integration API + governance gate implementation, iterate at staging
Run + UAT — deploy to production, smoke test, UAT with your team, hypercare 2-4 weeks
Handover — documentation + runbook + training session + IP transfer

Pricing model

Hybrid: project-fee for build phase + optional retainer for ongoing maintenance. Quotation per requirement after initial consultation — see /pricing for process.

Modular Workflow Implementations