> extended_capabilities

AI Automation & Workflow Design

Less manual work. More business moving forward.

I design and implement AI automations that connect your tools, prepare information and move work forward. With clear rules, traceability and human approval where it matters.

Work directly with me. We start with your real process, not the latest tool.

AI AUTOMATION / WORKFLOW DESIGNIllustrative example · not connected

Your tools stop working in isolation.

Emails, documents and data enter a connected workflow. Less copying and pasting between systems; more continuity in your work.

AI gets a task, not the controls.

It classifies, extracts or prepares information inside the process. With business context and rules to decide what can move forward.

Work moves forward. You stay in control.

Validations, logs and approval points before taking action. We automate repetitive work without blindly delegating important decisions.

From tasks that hold you back to workflows that move you forward.

You don't need to automate everything. You need to address the points where your team loses time or control. Choose your situation and explore how we can tackle it together.

What's holding your team back?

Manual processes nobody questions

Your team bridges the gaps between toolsInformation moves; your team supervisesIllustrative example · not connected
  1. Request
  2. Data
  3. Connection
  4. Validation
  5. CRM
Copy, check, re-enter. Every handoff depends on a person.Input → prepared data → connection → validation → record.
What's holding you back

Copying data between forms, CRMs, spreadsheets and emails still seems normal — until you measure the real cost in time, errors and missed opportunities.

How we tackle it

We connect the work, not add another tool.

We analyse where work is repeated and connect your existing systems to move information with agreed logic, while keeping the necessary validations.

  • Automations aligned with business objectives
  • Connection between existing tools
The outcome we work towards

Less repetitive work and more time for tasks that need human judgement.

Let's review your process

Loose automations that break

Connections without a shared logicA visible, documented and supervised workflowIllustrative example · not connected
  1. Input
  2. Rules
  3. Execution
  4. Log
  5. System
When something fails, your team has to reconstruct what happened.Every run leaves a trace. Exceptions are detected and reviewed.
What's holding you back

A Zap here, a macro there, a script lost on someone's laptop. It works… until it doesn't, and nobody knows what logic it followed.

How we tackle it

We turn disconnected automations into a maintainable process.

We organise the workflow logic, document how it works and add logs and alerts so you can understand what happened and act on exceptions.

  • Workflows with clear operational logic
  • Automatic reporting and alerts
  • Technical and operational documentation
The outcome we work towards

Understand how your automation works and have a clear path when something needs attention.

Let's review your process

AI without business context

AI operates outside the real workflowAI inside the process, with rules and reviewIllustrative example · not connected
  1. Document
  2. Context
  3. Applied AI
  4. Approval
  5. Action
A generated answer isn't yet a useful business action.AI proposes. Rules validate. A person approves when needed.
What's holding you back

Using AI to generate text is fine. But value appears when AI understands the process, respects operational rules and helps make better decisions within the company's real workflow.

How we tackle it

We give AI a specific task and clear boundaries.

We integrate AI where it adds value: classifying, extracting or preparing information. We define rules, permissions and approval points before turning a proposal into an action.

  • AI applied to specific tasks
  • Validations, permissions and human approval
The outcome we work towards

AI that serves your operation, without blindly delegating decisions or losing control.

Let's review your process
Automation isn't about replacing people. It's about stopping people from being used as middleware.
What this service includes

AI Automation & Workflow Design is a service to analyse, design and implement useful, safe and measurable automations. We combine business vision, process design, applied AI, APIs and tools like n8n, Make, Zapier, Python or private integrations to create workflows that reduce manual load without losing operational control.

OrbitFlow Method

Automate with judgement, not impulse.

We don't automate for the sake of it. We automate when there's repetition, sufficient data, clear rules and an evident operational benefit. OrbitFlow Method is our 4-step process to turn a manual workflow into a useful, controlled and maintainable automation.

Illustrative representation of the processPeople, tools and data: one shared map.
01 / 04

Understand the process

We analyse the current process, the tools involved, the people who participate, the data that moves and the friction points.

What you take away

Map of the current workflow and candidate automation points.

02 / 04

Choose where to start

We evaluate impact, difficulty, risk, technical dependency, operational benefit and alignment with business objectives.

What you take away

Clear prioritisation of what to automate first and what to leave out.

03 / 04

Connect the workflow

We design and implement the workflow with the right technology: n8n, Make, APIs, Python, generative AI, databases or internal systems.

What you take away

Functional, documented and validated workflow.

04 / 04

Operate with control

We add logs, validations, alerts, permissions and human approval points so the automation is operational, safe and maintainable.

What you take away

Automated workflow with control, traceability and maintenance criteria.

An automation without control isn't efficiency. It's technical debt with makeup on.

Designed for teams that want to move forward without losing control

Choose your role to explore what you want to solve, what we aim to achieve and a specific process we could start with.

For CEOs

Free up time and gain visibility

You want to reduce inefficiencies, free up team time and improve operational visibility without starting an endless digital transformation.

What we aim to achieve

More focus, less friction and faster decisions.

A POSSIBLE STARTING POINT

Recurring reporting that gathers the information management needs.
Let's discuss your process

For CTOs

Connect systems with technical control

You want to integrate AI and automation without opening security holes, duplicating systems or creating hard-to-maintain dependencies.

What we aim to achieve

Clean architecture, traceability and technical control.

A POSSIBLE STARTING POINT

A read integration between systems, with a trace of every execution.
Let's discuss your process

For founders and startups

Operate faster, with a clear foundation

You want to operate faster, reduce repetitive tasks and build internal systems that scale before hiring more team.

What we aim to achieve

Operational speed without chaos.

A POSSIBLE STARTING POINT

A request workflow that reduces repetitive follow-up tasks.
Let's discuss your process

For operations teams

Make information flow

You want information to flow better between people, tools and processes.

What we aim to achieve

Less manual tracking, fewer errors and more consistency.

A POSSIBLE STARTING POINT

An approval process with defined owners and statuses.
Let's discuss your process

What you can receive in an automation project

Each project adapts to the defined scope. It can be a one-off automation, an operational pilot or a set of connected workflows.

Explore the pieces of a project. Deliverables are agreed according to scope; maintenance is optional.

LOWORBITS / WORKFLOWIllustrative demonstration
A request stops being passed from hand to hand.

For example: a request arrives, AI helps classify it, it is reviewed when needed and recorded in the relevant system.

Illustrative demonstration

A defined process to build.

Know what comes in, what should happen and who is responsible at each step. Automation starts with a clear workflow.

WHAT IT CAN INCLUDE
  • Review of the specific process you want to automate
  • Definition of the target workflow
  • Identification of inputs, outputs, rules and owners
  • Design of automation logic

A workflow connecting your tools.

Turn tasks across systems into a connected workflow, using AI for the function that adds value to your use case.

WHAT IT CAN INCLUDE
  • Implementation in n8n, Make, Zapier, Python or API
  • Integration with CRM, forms, databases or internal tools
  • AI configuration for classification, summarisation, analysis or assisted generation

Controls for considered operation.

Add validations and approval points to review sensitive actions and prevent operational errors.

WHAT IT CAN INCLUDE
  • Human-in-the-loop workflows where needed
  • Validations to prevent operational errors

A solution your team understands.

Receive the workflow with documentation, an operational guide and training to use and review it. Ongoing improvements can be agreed separately.

WHAT IT CAN INCLUDE
  • Technical workflow documentation
  • Operational guide for the team
  • Training session
  • Optional ongoing maintenance and improvement

A specific process. A working workflow. A team that knows how to use it.

Let's discuss your process
Still unsure which process to prioritize?

This service does not replace Orbit Discovery Sprint. If the company doesn't yet have clear use cases, priorities or AI roadmap, we recommend starting with Discovery. If there is already a specific process to improve, this service allows you to design, automate and launch it.

Explore Orbit Discovery Sprint

Automation yes.Blind autopilot, no.

Badly designed automations can create errors faster than a human. That's why we design workflows with clear limits, validations and supervision.

Human approval where it matters

Sensitive actions can require human approval before executing.

Read first. Then act.

In early phases, we prioritise read integrations before allowing writes to critical systems.

Every step leaves a trace

Workflows must be reviewable. What happened, when, with what data and under what rule.

Clear rules before connecting

Before automating, we clarify the process logic. A badly defined rule doesn't improve by being connected to AI.

AI recommends. The system controls. The company decides.

FAQ

Select a question to clarify the scope, integrations and next steps for your automation.

How is this different from Orbit Discovery Sprint?

Orbit Discovery Sprint is a strategic service to identify opportunities, prioritise use cases and define an AI or automation roadmap. AI Automation & Workflow Design is more specific: it starts from an identified process and turns it into an automated, tested and documented workflow.

Can we start if we still don't know what to automate?

Yes, but it probably makes more sense to start with Orbit Discovery Sprint. If you already have a clear process — for example reporting, forms, CRM, emails or approvals — we can start directly with AI Automation & Workflow Design.

What tools do you use?

It depends on the case. We can work with n8n, Make, Zapier, Python, FastAPI, private APIs, CRMs, databases, spreadsheets, AI platforms and internal systems. The tool is chosen after understanding the process.

Can you connect with our CRM or ERP?

Yes, as long as there is an API, controlled access or a reasonable technical path. In a first phase we usually recommend read integrations before allowing write actions on critical systems.

What type of processes should not be automated?

Poorly defined processes, highly ambiguous decisions, tasks without sufficient data or critical actions without supervision. Automating chaos only produces faster chaos.

> launch_diagnostic

Let's detect which process you should automate first.

Tell us which task, workflow or process consumes the most time in your team.

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Start with one process. Not a giant transformation.

The best automation isn't the most complex. It's the one that eliminates real friction, can be maintained and generates visible impact from the first pilot. If you already know which process is holding you back, we can design and automate it. If you're not sure yet, start with Orbit Discovery Sprint.