AI Workflow Automation
Do you feel like your team is doing too many things manually or in spreadsheets? You probably are. We'll help you save time and money by automating these recurring tasks with agentic workflows that you own.
Your engagement gets
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Automated workflows
We automate tasks that chew up your team's time.
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Observability
Monitor performance of your automations.
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Training
We teach your team how to maintain the automations we built and make new ones.
Who is AI workflow automation for?
Situations where we can help you with AI workflow automation.
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You have too many spreadsheets to keep track of
Repetitive, manual tasks burn company time. AI cuts through that.
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What used to be simple is now complicated
This is natural, but you need to reset to trim the bloat. AI resimplifies.
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Someone demoed an AI automation win and you want more
Hand it off to us and we'll take it from here, and look for similar wins.
How does an AI workflow automation engagement work?
Length of each step will depend on size and scope of engagement.
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Discovery
We meet with your team and fully understand the problem.
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Set the strategy
We propose the strategy and get sign off before building.
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Implementation
We build your automations and quickly get them in front of your team to refine.
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Training and handoff
We train your team on how to maintain your automations so your internal champions can keep the momentum.
Is AI workflow automation right for you?
Cases where we think you should hold off for now.
- The task only comes up a few times a year, so automating it costs more than doing it by hand.
- Your process changes every few weeks and you want to settle it before automating it.
- Your needs are all neatly answered by the built-in automations in tools you already pay for.
Case Studies
See how we've delivered results for our clients.
Implementing agentic analytics at Disco
AI agents need context. We provided Disco's Hex AI agents with the right context to power self-service analytics.
71 → 158 chats per week, within 6 weeks
"Jacob made key contributions to our dbt project and Hex agentic analytics instance early and often in our engagement. He was agile and unafraid to tackle unfamiliar problems."
Head of Data & ML at Disco Your project leader
Founder and Principal, Riverboat Consulting
Before starting Riverboat, Jacob was the first data hire at Dutchie and later held senior- and staff-level roles at brightwheel and Future. He's presented at the dbt Coalesce conference and written for the Locally Optimistic data blog. He lives in Santa Monica, CA.
Questions about AI workflow automation
What is AI workflow automation?
AI workflow automation is using LLMs such as GPT or Claude to automate repetitive business processes.
How is this different from Zapier, Make or n8n?
Workflow automation tools like Zapier, Make, or n8n that existed before the AI age have now pivoted towards being AI workflow automation tools themselves. Depending on your requirements or existing toolset, we may even recommend them.
Can't we build it ourselves in n8n or Power Automate?
You can. It again comes down to how well you think you can do it and how much time and resources it will take to do it well. Any time your team spends working on building your own AI workflow automations takes away from time they could spend doing their real jobs.
Which tasks should we automate first?
Start small. Something low-stakes that you do frequently and has clear rules. Build up your workflow automation system before advancing to more high-stakes automations.
Will a human still check the work?
We'll add checks in code so we're not overloading your team with monitoring outputs. Then, add a smart step so that your team keeps visibility where you need them to.
Who maintains the automations after handoff?
We'll train your team on how to maintain the automations, or we can continue to manage them on retainer.
Related services
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AI Implementation Consulting
We'll help you set up proprietary AI agents and chatbots that know your business, with the right security, guardrails, and system prompts in place.
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Agentic Analytics & Data Platform Buildout
Want to chat with your data with an AI data analyst? We'll help your AI agent understand the data in your warehouse and how to respond to your business users' plain English questions. Don't have a data warehouse? We can set that up, too.
Want to learn more? Let's chat.
Or reach out directly at [email protected]
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