An idea you can step through
Turn an abstract automation conversation into a plan people can inspect and edit.
An idea you can step through
How this was built
The challenge
“Automate my business” is too broad to scope. A useful starting point identifies the trigger, approved information, task, human review and intended outcome.
The approach
Build an editable planner with four examples, a five-stage preview, explanations and a clear handover into the project brief.
- Four editable workflow starting points
- Stage-by-stage preview with pause/replay
- Plain-text plan export and reviewed brief transfer
The usable result
Visitors can create a planning document and carry it into an enquiry draft. The planner illustrates a workflow; it does not connect business accounts or execute tasks.
What comes next
Use a reviewed plan to agree access, exceptions, review responsibilities and implementation scope.
