From "we do that by hand" to "the AI handles it."
A clear, low-risk path from a single repetitive task to a running, supported automation — usually live within two to three weeks.
1. Free scoping call (30 minutes)
We start with a conversation, not a contract. You describe the tasks eating your team's time; we work out which one is the best first candidate — high volume, clear rules, real hours behind it. You leave the call knowing whether automation makes sense and roughly what it would save.
2. Fixed-price proposal
We map the workflow step by step and send a fixed-price proposal for that automation — what it will do, the systems it will touch, what you'll need to provide, and the estimated hours it saves each week. No open-ended hourly billing, no surprise scope.
3. Build
We build the automation on the right platform for the job — often n8n, Make or a lightweight custom service — and add the AI steps that handle the judgement calls a simple rule can't: reading an email and deciding what it's about, summarising a document, drafting a reply, classifying an exception. You see it working before it touches anything live.
4. Integrate & test
We connect the automation to the systems you already run — securely, with credentials stored in a secrets manager and only the access each step genuinely needs. Then we test it against real data, side by side with your current process, until you're confident it does the job correctly.
5. Go live
The automation takes over the task. Your team stops doing the manual version and starts handling only the exceptions the AI flags. We hand over documentation that shows exactly what it does and what it touches.
6. Monitor & maintain
This is the part most "automation" skips. Systems change — an app updates its API, a form adds a field, a login expires. We monitor the automation, catch failures early, and fix them, so it keeps running long after launch. You get a monthly note on what it processed and the hours it saved.
An automation is software. Software needs an owner.
The reason so many DIY automations die is simple: nobody owns them. The person who built the Zap leaves, an app changes, it silently breaks, and three months later everyone's back to doing it by hand.
Running it as a managed service fixes that. YesAI Automation is the owner. We're watching it, we're on the hook when it breaks, and we keep it current — which is why the time savings actually last.
What you provide
- Access to the systems the workflow touches (we set up secure, scoped credentials)
- One person who knows the current process, for the scoping call
- Sign-off on the workflow before it goes live
What we provide
- The full build, integration and hosting
- Testing against your real data
- Monitoring, maintenance and support
- Documentation and a monthly time-saved summary
Book your free scoping call.
Thirty minutes to find your best first automation and what it would save. No cost, no obligation.