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Core service / Workflow automation

Less copying. Clearer handovers.

When the same information moves between notes, spreadsheets and business apps, start by mapping the handovers. We assess a small, useful workflow and agree where automation fits, what a person approves and what happens when something fails.

Tell us what you need

A useful starting point

What this helps with.

  • Make repeated handovers and missing information easier to see.
  • Prepare drafts or proposed record changes from agreed sources.
  • Keep approval and responsibility clear when work crosses more than one tool.

Clear boundaries

What we agree upfront.

Automation is scoped around a specific job. App access, supported integrations, permissions and operating needs are assessed before a commitment.

Within the agreed scope

  • An agreed workflow with defined inputs, expected outputs and a named reviewer.
  • Only the connections and actions listed in the written scope.
  • Agreed checks, failure-handling steps and an operating handover or managed-support scope.

Not included by default

  • Dedicated AI Agent Rollout includes up to two agreed CRM/API integration workflows using supported, documented interfaces. Bespoke MCP servers and complex API integrations are quoted separately.
  • No assumption that every app or subscription supports the required access.
  • No unsupervised customer messages, unlimited integrations or guaranteed time savings.

Illustrative example · Not client work

Prepare a CRM update for review.

Fictional scenario, written to explain the scope—not a live AI run or a measured result.

The starting point

Fictional call notes and selected customer-record fields are supplied through an agreed, permissioned workflow.

The proposed output

The workflow prepares suggested field changes with the supporting note beside each change and flags missing information.

The human check

A named owner checks the proposed changes before anything is written. Access checks, failed updates and field changes belong in the agreed operating scope.

Price guidance

Quoted for the workflow, not the buzzword.

Arrange an intro meeting to discuss Dedicated AI Agent Rollout, including the agreed integration and repeatable automation scope listed in the package. Complex automation is assessed and quoted separately.

  • Scope depends on the apps, connections, approval steps and operating requirements.
  • Supported connections and agreed integration workflows are included only as listed in the selected package.
  • If we operate a managed environment, ongoing support is required while we run it.

A simpler supported setup may be enough. We confirm that before proposing a custom build. Optional support is available at A$220 per hour; ongoing operational guarantees require separate technical discovery.

Indicative AUD pricing, excluding GST where applicable. Software subscriptions, model/API usage, hosting and third-party charges are separate. Final scope and a written, tax-inclusive quote are agreed before work starts.

Compare setup packages & limits

DELIVERY, TRAINING & SUPPORT

Clear scope. Clear boundaries.

Package inclusion terms · In Person or Remote if required. Included training sessions. Practical handover. These terms apply to our three setup packages; websites and managed operations need their own agreed scope.

1. Agreed scope before kickoff

Every setup package includes a defined implementation scope, scheduled training and practical handover. Higher tiers buy more implementation capability, not unlimited consultant access.

Before kickoff, we confirm the deliverables, named supported services and interfaces, workflow limits, prerequisites, acceptance checks and session plan in writing. Work starts only after you approve that scope and the written quote. An enquiry is not an order or a booking.

2. Included sessions

Personal AI Launch includes one training session with practical handover. Business AI Starter and Dedicated AI Agent Rollout each include two group training sessions and a separate handover. Each package includes a kickoff; Dedicated also includes a day-30 review.

The included sessions are listed on each package card. Any change to the session plan is agreed in writing; additional paid sessions need your advance written approval. Confirmed implementation defects are corrected without additional charge and do not become paid support merely because the included sessions have been completed.

3. Training and participants

Personal training is for one person. Business and Dedicated training uses shared group sessions for up to five nominated participants, not separate sessions for each person. Missed sessions are not automatically repeated; repeat or additional sessions require a separately approved quote.

Training covers only the delivered tools, workflows, approvals and operating processes. General AI courses, coding lessons, advanced technical instruction, private coaching and unrelated software training are excluded.

4. Scheduling and readiness

We agree the implementation schedule before kickoff, once the scope, required information, customer access and prerequisites are ready.

Customer availability, third-party services and outstanding approvals can affect scheduling. The Dedicated day-30 review covers assessment and recommendations only, not new implementation work.

5. Supported integrations and add-ons

Personal includes three practical use cases within one configured assistant, not three separate automations. Business includes three agreed workflows and up to two standard integrations with supported services named in the signed scope. Dedicated includes up to two named CRM/API workflows following a technical fit-check.

No service is assumed compatible before its account plan, permissions and supported interface are checked. Custom APIs, complex authentication, bespoke MCP servers and additional workflows require separate scope and pricing. Live Firebase deployment and custom application development are add-ons, not included setup commitments.

6. Delivery format

Delivery format: In Person or Remote if required. We agree the session format, location and schedule before kickoff. Any travel arrangements and associated costs, if applicable, are confirmed in the written scope and quote before you commit. Private coaching and additional workshops or group sessions are separately quoted and authorised in writing before delivery.

7. Handover, issues and consumer rights

We provide practical operating instructions and check the delivered setup against the agreed scope. Please report initial in-scope issues within five business days of handover so we can investigate promptly. This is a reporting request, not an acceptance deadline or a waiver of rights.

Confirmed implementation defects will be corrected without additional charge. New functionality, enhancements, further customisation and extra coaching are separate work requiring your written approval of scope and cost before it begins.

Nothing in these package terms excludes, restricts or modifies rights or remedies that cannot lawfully be excluded, including applicable guarantees under the Australian Consumer Law. Reporting an issue later does not remove those rights.

8. Additional support and pricing

Ongoing support is optional and paid for all three setup packages. Additional training, consultation, maintenance, modifications and technical support are available at an indicative A$220 per hour, subject to availability and advance written approval of the work and cost.

Business AI Starter and Dedicated AI Agent Rollout are quoted after an introductory meeting. Published amounts are indicative AUD pricing, excluding GST where applicable. Your written quote confirms GST treatment and the total tax-inclusive amount before you commit. Software subscriptions, model/API usage, hosting, hardware and other third-party charges are separate unless expressly included in that quote.

9. Setup is not managed operations

Setup covers the agreed configuration, testing and handover. It does not include perpetual maintenance, monitoring, emergency response, unlimited support, uptime commitments or other operational guarantees.

Managed AI Operations requires a separate written agreement covering the environment, responsibilities, support hours and limits. Ongoing support is required only while we operate that separately agreed managed environment.

Your next step

Where does the work get stuck?

Describe the handover, the tools involved and what you would like to change. A broad description is enough for an initial enquiry.

Tell us what you need

The enquiry builder prepares a draft locally. You review and send it in your email app; this site does not send it, confirm delivery or reserve a time. Leave private records and credentials out of the initial enquiry.