Understand the real task
Walk through a recent example together. Define the trigger, source information, desired result, and the person responsible.
This is a hands-on service—not a subscription you are left to configure. We design the workflow, install the connections, and keep the setup under review.
From recurring task to reliable handoff
Walk through a recent example together. Define the trigger, source information, desired result, and the person responsible.
Choose tool access, data handling, approval rules, and deployment options. Document what the assistant must never do.
Connect only the agreed tools. Try normal cases, missing information, and failures with approved test material before live use.
Start with a controlled scope. Review the first handoffs together and confirm that pause and recovery procedures work.
The ongoing service
Watch the handoffs. Review agreed operational signals and exceptions; resolve broken connections within the agreed support scope.
Keep it current. Adjust approved instructions and integrations as your tools and procedures change.
Review before expanding. Discuss what is working, revisit permissions, and test changes before widening access.
Support hours, review frequency, response expectations, and fees are agreed in the service scope. No round-the-clock coverage is implied.
Your team names an owner, provides approved examples, and reviews proposed behavior. We document the setup, test the handoffs, and explain how to pause or change it.
There is no fixed rollout promise here. Timing depends on tool access, data requirements, and the complexity of the first task.
A practical next step
Choose something frequent enough to matter and bounded enough to check.