THE WORK
Inside the workflows.
What was manual. What the system now carries. Where a person still makes the call.
What a production workflow looks like
AI handles the repeatable work. People keep the decisions that require judgment, context, or accountability.
Owned workflow
Research-to-Reply Workflow
Process map
Reddit and LinkedIn supply places to contribute.
An agent researches the opportunity and drafts a reply.
The draft is added to a Notion table.
I edit the copy and mark the row ready. Nothing publishes before that.
The agent posts to Reddit or LinkedIn and records the Notion row as done.
Research
Agent
Draft the reply
Gate
You
Edit and mark ready
Act
Agent
Post + record done
Writes to
An agent researches opportunities and adds them to a Notion table.
I edit the reply and mark it ready. The agent posts it and records
the row as done.
Result: Researched opportunities move into a reviewed queue and either publish or close, rather than becoming abandoned drafts.
Redacted implementation
Campaign Build and Approval
Process map
Approved copy lives in a Google Doc.
I supply the Marketo location, audience, and timing.
An agent builds the email asset, program, smart list, and schedule in Marketo.
I approve before the program goes live.
Brief
You
Location, audience, time
Build
Agent
Assemble the program
Gate
You
Approve before live
An agent takes the copy, Marketo location, audience, and timing,
then builds the email asset, program, smart list, and schedule.
Result: An approved brief becomes a review-ready campaign program while final launch approval remains human.
Redacted implementation
Customer Incentive Approval
Process map
A Slack request starts the workflow.
An agent checks Salesforce for a completed demo and Sendoso for a send in the past six months.
If the send is eligible, I approve it. Nothing goes out without that approval.
Sendoso fulfills the send.
Agent
Agent
Run both checks
Gate
You
Approve eligible send
An agent checks the demo event and reward history, then brings an
eligible send to me for approval.
Result: One reviewable decision replaces separate CRM and fulfillment checks before anything is sent.
Representative workflow diagnosis
A deeper engagement looks like this.
This is a sample of the deliverable, not a client result.
Lead follow-up that never quite lands
Current state
Lead arrives → spreadsheet → Slack message → unclear owner → follow-up slips
Keep human
Qualification exceptions
High-value replies
Final customer communication
First build
Capture the lead centrally
Apply explicit qualification rules
Assign an owner
Start approved follow-up
Escalate exceptions
Operational result. Every lead ends with an owner, a next action, or a recorded reason it stopped.
The human-control pattern
Repeatable checks, drafts, and routing can move into a system. Approvals, exceptions, and customer-facing judgment stay with a named person unless an explicit control exists.
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