Custom AI Workflow Automation Services FIXED-SCOPE WORKFLOW SPRINTS · EST. 2016

Private AI Workflows & Automation
for B2B Teams.

We connect the tools your team already uses and turn repetitive operational steps into reliable, human-reviewed workflows. Start with one defined process, launch within a fixed scope, and keep ownership of your accounts, workflow logic, and documentation.

Custom AI workflow automation for service and software teams
LYNXI · PRACTICAL AI WORKFLOWS
< 30s Target Lead Routing Time
99.4% Configured Extraction Benchmark
100% Workflow & Account Ownership
Zero Agency Markup on API Usage
Core Business Value View Workflow Example

Turn proven business steps into software,
freeing your team for high-value work.

Generic web AI forces staff to manually write prompts and copy data across tabs. We turn your existing operational steps into reliable, connected tools with zero prompt fatigue.

Reduce Manual Overhead & Boost Output

EFFICIENCY
Automated Intake & Qualification

Route incoming enquiries, extract key prospect details, and prepare structured CRM records without manual data entry.

Document & Workflow Standardization

Transform briefs, transcripts, and operational notes into clean summaries, action items, and client-ready formats.

Connected Multi-Tool Handoffs

Eliminate data silos between forms, email, calendars, and CRM tools with reliable background synchronization.

Codify Business Rules & Own Assets

DIGITAL ASSETS
Zero Complex Prompt Engineering for Staff

Delivered as simple web forms or Slack/Teams notifications. Your team works through familiar interfaces with zero prompt fatigue.

Standardized Operating Logic

Encode your team’s qualification criteria, handoff rules, and project steps into a permanent, documented system.

100% Client Ownership & Secure Isolation

Built on commercial API protocols that never train public models. You retain full ownership of accounts, logic, and code.

Productized Workflow Use Cases

Three repeatable workflows designed
for focused, fixed-scope delivery.

New Enquiry ➔ Qualification ➔ CRM Routing

Operational Bottleneck: New enquiries often sit unassigned for hours while someone manually qualifies the prospect, researches the company, and determines the right owner.
① Capture Collect website forms, booking requests, or shared-inbox enquiries in one consistent format.
② Check & Route Apply agreed qualification rules, add approved company data, and assign the right owner.
③ Prepare the Next Step Create a structured CRM record and notify the team within 30 seconds, with a reply draft ready for review.
✦ Workflow Target: Designed to help the team review pre-qualified enquiries within 2 minutes while cutting qualification turnaround by up to 4x.

Qualified Lead ➔ Reply Draft ➔ Human Approval

Operational Bottleneck: Qualified leads still require careful, relevant follow-up; rushed automation can produce generic messages that damage trust.
① Gather Context Bring the enquiry, company details, service interest, and previous interactions into one briefing.
② Prepare a Draft Generate a concise response based on approved messaging, qualification rules, and available context.
③ Human Sign-Off A team member reviews, edits, and approves the message before any customer-facing action.
✦ Workflow Target: Keeps every outbound message under human control while giving the team a practical basis for improving response rates by 3x.

Approved Client ➔ Workspace Setup ➔ Team Handover

Operational Bottleneck: New client details are often copied into project tools, folders, documents, and internal messages before delivery can begin.
① Confirm the Trigger Start the workflow from an approved proposal, signed agreement, payment, or CRM stage change.
② Create the Workspace Create the agreed project, folders, task template, owner assignments, and client record.
③ Review & Notify Present the setup for 1-click human verification before sending internal and client notifications.
✦ Workflow Target: Can reduce a 48-hour administrative handover to under 2 minutes while removing repeated manual typing.

50+ Page Client Brief ➔ Requirements Checklist

Operational Bottleneck: Long briefs, questionnaires, and supporting documents can hide missing information until the project is already underway.
① Organize the Brief Extract requirements, dates, contacts, deliverables, and open questions from supplied documents.
② Check Completeness Compare the brief with the approved onboarding checklist and flag missing or conflicting details.
③ Prepare the Handover Generate a structured requirements sheet with direct page references for team approval.
✦ Workflow Target: Designed to cut brief review time by 75% and surface missing project information before delivery begins.

Client Meeting ➔ Actions ➔ CRM Update

Operational Bottleneck: Notes, commitments, and follow-up tasks are often split between recordings, personal documents, inboxes, and the CRM.
① Capture the Meeting Process the approved transcript or notes after a client or sales meeting.
② Structure the Follow-Up Extract decisions, action items, owners, due dates, and a concise follow-up draft.
③ Review & Sync A team member confirms the summary before tasks and CRM fields are updated.
✦ Workflow Target: Designed to cut meeting administration time by 50% while keeping commitments visible and reviewable.

Operational Data ➔ Weekly Report ➔ Exception Alert

Operational Bottleneck: Teams spend the end of each week exporting data, rebuilding the same report, and checking several tools for exceptions.
① Collect Approved Data Pull agreed fields from the CRM, project tools, support platform, or reporting sheets.
② Build the Summary Calculate the required totals, highlight exceptions, and prepare a consistent weekly narrative.
③ Team Review Send the report and flagged items to the responsible owner before wider distribution.
✦ Workflow Target: Can improve reporting turnaround by 40% while keeping the source data and review trail visible to the team.
Production Workflow Example

How a lead-routing workflow moves
from intake to human review.

LYNXISTUDIO lead intake, qualification, and human review workflow
✦ Production Pattern: Client-Owned Operations Portal
B2B OPERATIONS · LEAD ROUTING

Multi-Channel Intake, Qualification & Human-Reviewed Routing

Brings approved lead sources into one workflow, applies agreed qualification rules, prepares a structured contact record, and sends the result to the responsible team member for review.

3,274
Records Ingested
1,896
Matched to ICP
1,412
Enriched Contacts
80%
Manual Time Saved
✦ AI Automation Engine (80%) Source intake + validation + enrichment + rule-based qualification
✦ Human Sign-Off (20%) Context review + exception handling + approved next action
Standardized Sprint Delivery

From one defined bottleneck to a working,
documented workflow in two to four weeks.

01
PHASE 01 · WEEK 1

Workflow Fit & Scope Definition

We map the current process, confirm the trigger, inputs, business rules, owner, destination, and acceptance criteria before the build begins.

✦ Deliverable: Approved workflow map, scope, system list & acceptance criteria
02
PHASE 02 · WEEK 2

Workflow Build & Sample Testing

We connect the agreed tools, implement the rules, and test the workflow against 50+ representative historical samples where suitable data is available.

✦ Deliverable: Working staging workflow with test results and exception log
03
PHASE 03 · WEEK 3

Human Review & Team Acceptance

We add 1-click approve or reject controls where needed, then run the workflow with your team using real operating scenarios.

✦ Deliverable: Approved workflow ready for controlled launch
04
PHASE 04 · WEEK 4

Launch, Documentation & Handover

We launch the approved workflow in the agreed environment, document its logic and ownership, and provide a recorded team walkthrough.

✦ Deliverable: Live workflow, client-owned assets & operating guide
Fixed-Scope Workflow Sprints View Delivery Process ↓

Transparent fixed-scope pricing.
Clear ownership and documented handover.

Third-party platform and API usage is billed through your own accounts without agency markup. Each sprint defines the workflow, connected systems, review points, support window, and exclusions before work begins.

SINGLE BOTTLENECK

Pilot Workflow Sprint

$2,999 / Single Sprint

Turn one clearly defined manual process into a reliable workflow with agreed inputs, outputs, and human review.

✦ 1 Core Operational Workflow
✦ 10–14 Working Day Delivery
✦ Defined Rules & Validation
✦ Slack / Teams Human Approval Card
Workflow fit review & fixed-scope definition
Implementation in the agreed automation stack
Connection to standard trigger and input channels
Direct integration with 1 primary business system
Documented workflow and ownership handover
14-day post-launch technical warranty
Discuss This Package
MONTHLY RETAINER

Managed AI Ops Retainer

$1,490 / Per Month

Keep an existing workflow monitored, maintained, and improved within a clearly defined monthly support scope.

✦ 24-Hour Initial Response Target
✦ Upstream API Breakage Monitoring
✦ Model Upgrades & Prompt Tuning
✦ 10 Monthly Iteration Hours
Scheduled workflow health and error monitoring
Prompt, rule, and usage-cost maintenance
Supported API changes and in-scope bug fixes
Up to 10 hours/mo for schema tweaks or new fields
Direct Slack/Teams async communication channel
Monthly architecture and cost review call
Discuss This Package

See which workflows fit a fixed-scope sprint, what your team needs to provide, how operating costs work, and what happens after launch.

You pay approved automation and model providers through your own billing accounts, with zero agency markup. A lightweight workflow may cost roughly $15 to $50 per month for thousands of transactions, but the actual range depends on models, document size, connected tools, and run volume. We estimate operating costs during scoping.

Describe one repetitive workflow.
We will confirm whether it fits a fixed-scope sprint.

Protected form delivery · Direct engineer review