How onboarding works

How onboarding works

Running on real work in one day.

A one-day rollout (example)

09:00Map the workList out the day's tasks and pick one to hand off.
11:00Design the botSet its role, permissions, and approval rules, and connect your tools.
13:00Build it togetherWalk through the real task so the bot learns the steps.
16:00Test run on the floorYour team makes requests, approves results, and irons out the snags.
18:00HandoverWe leave a runbook so you're ready to go tomorrow.

We build it with you, side by side.

We sit with your team and get it running the same day.

01Morning
Task audit
Pick the work to hand off.
Weekly sales totals and reportTo bot
Receiving invoices and entering them in accountingTo bot
Sales email drafts from a trade show listTo bot
Price negotiation with major clientsHuman
02Midday
Bot design
Set permissions and approval rules.
Expense Manager
Role: invoices and expenses
Approval before sendingAccounting app: entry onlyJoins Slack #accountingRuns on the 25th monthly
03Afternoon
Live trial
Try it for real. Live tomorrow.
Enter this month's expenses
✓ Entered 9 receipts.
Submit the claim?
ApproveEdit

Contact / Apply

Let's start with a 30-minute chat.

You don't need a plan yet. "Could this work for us?" is a fine place to start. Tell us about your work.

Free 30-minute first consultation, online
No hard sell
Nationwide · start as soon as next week