Custom Builds & AI Operations
Six useful patterns. One rule: scope the workflow first.
Capture it once. Give the next person one record they can trust.
A form is not enough; define required information, source of truth, duplicate handling, status, owner, and exception path.
Map this workflow in the workshop →Let AI prepare structured information. Let an accountable person decide what it means.
Scope document types, fields, source reference, reviewer, low-confidence route, and approved downstream action.
Map this workflow in the workshop →Give clients one clear action—not another place to guess.
Scope invitations, access, client-visible status, files, support, removal, and accessibility requirements.
Map this workflow in the workshop →Make an agreed status create the right next action.
Scope trigger, owner, notification, duplicate behavior, fallback, and audit evidence.
Map this workflow in the workshop →Keep a useful system. Close a defined gap.
Verify API or export access, permissions, mapping, vendor terms, error handling, and system-of-record ownership before commitment.
Map this workflow in the workshop →Show the decisions that need attention, not decorative charts.
Scope metric definition, source, freshness, role access, drill-down, exception action, and data-quality notice.
Map this workflow in the workshop →None of these is a prebuilt product or a promised integration. Each is a pattern a workshop can scope into a written, fixed-price first release — and see the workflow stories for what a scoped release looks like step by step.