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AI workflow setup · For first-timers

Keep the judgment.
Automate the repeatable.

Turn recurring work into an AI system your team can run. We map your business context, configure Claude or Codex, and build the workflows with you.

Request an intro call

Start with an introductory conversation about the work.

A craftsperson shapes a model sailboat beside an automated workshop

A useful first step

Built around the work you already do.

Bring the recurring task, the source material, and your standard for a good result. We agree on the scope and timeline together.

01

Your context, mapped

A working session to identify the inputs, decisions, and guardrails that make AI useful in your business.

02

Your workflows, built

A configured Claude or Codex environment, with five to ten workflows tested against your own materials.

03

Your team, in control

Hands-on training, a clear next-step roadmap, and thirty days of support as the system meets real work.

A real example · Pilot

Less filing.
More room for review.

ASC Workpaper Indexing applies AI to repetitive accounting classification while preserving the review trail and human judgment.

Explore the work
86%auto-filed in testing

A pilot result for this workflow, rather than a forecast for every project.

A good first workflow

Start where the work keeps repeating.

Reports, classification, preparation, and drafting are useful places to look. We help find a scope that can be tested against real work.

  • A task your team repeats
  • Inputs you can share and explain
  • A clear standard for a useful result
  • A person who can review the output

Before we talk

A few straight answers.

Do I need to know Claude or Codex already?

No. Explain the work, its inputs, and what a good result looks like. We configure the environment and teach your team as we build.

What does the setup include?

A two-hour working session, a configured environment, five to ten tested workflows, hands-on training, a roadmap, and thirty days of support. We confirm the scope before starting.

Where does human judgment stay involved?

We focus on repeated preparation, classification, and drafting. Your team reviews the output and keeps control of consequential decisions.

What happens after the setup?

You keep your accounts, workflows, and operating knowledge. There is no required retainer. Run the system yourself or discuss a separately scoped next project.

Start with one workflow

What work keeps repeating?

Tell us what takes too long, gets rebuilt too often, or depends on one person remembering every step. Shawn will review your request and follow up.

We aim to respond within one business day.

30-minute call. No obligation. No automated sales sequence.