Free AI Workflow Plan
Get hours back from the AI your team already pays for
Pick one task your team repeats every week and answer a few questions about it. You get a 13-page plan back: which steps AI should take over, how many hours that frees up based on your own numbers, your workflow drawn, a two-week sprint to prove it, and the roadblocks to expect.
- Free
- About 15 minutes
- Saves as you go
- No sales call needed
From the team trusted by Fortune 100s, professional services and financial services firms.
Teams that have trusted AI Experts
Sound familiar?
The licenses are bought. The work still gets done the old way.
If any of these sound like your team, this plan is for you.
“We rolled out Copilot. A few people use it every day. Everyone else tried it once.”
“Leadership keeps asking what the AI budget is getting us, and we don’t have a number.”
“One person on the team built a great prompt. Nobody else uses it.”
“Every AI idea turns into a six-month project, so nothing ships.”
All four have the same way out. Pick one workflow, write down how long it takes today, and hand AI the steps that follow the same rules every time. The plan walks your team through that, for a workflow you choose.
What you get
A plan your team can start on Monday
Thirteen pages, written from your answers. Short enough for leadership to read in one sitting, and specific enough for the person doing the work to follow.
Which steps AI takes over
Your workflow laid out step by step, with the steps AI should handle marked and the ones that stay with a person.
The hours it gives back
Worked out from your own times and volumes, with the math shown, so the number holds up when someone asks where it came from.
Something to show by Friday
Who to talk to in week one, the questions to ask them, and how to cut the first piece small enough to show at the end of the week.
A prompt written for your work
Written for the AI tools you already have and the document your team produces, ready to try on a live example.
Clear limits for IT
Which systems the first build needs, and what the AI must not touch until access is agreed.
Ready to forward
A private link and a PDF you can send to your leadership team as it is.
Inside the 13 pages
- 1Cover
- 2Executive summary
- 3The plan on one page
- 4The workflow, drawn
- 5Where you are, and what’s next
- 6Week 1: Identify and Refine
- 7Week 2: Feed and Standardize
- 8The first 30 days
- 9The roadblocks you will hit
- 10How this worked for others
- 11Your answers, and the words we used
- 12Keep going with your own AI
- 13Next step
A worked example
What the plan found for a sample team
Northline Capital is a sample company we use to show the plan. Its analysts rewrite the same rationale for every exception, 42 times a week at 35 minutes each. Here is the workflow as they described it, and what the plan did with it.
The workflow, 9 steps
- 4 steps go to AI
- 5 stay with people
- 01Person
Analyst exports the exception list from the billing report
20 min today
- 02Person
Analyst filters out exceptions already approved last cycle
30 min today
- 03Person
Analyst opens each account in the CRM
30 min today
- 04AI
Analyst finds the contract and the discount clause
2 hrs today
- 05AI
Analyst checks the clause against current policy
1 hr today
- 06AI
Analyst writes the rationale paragraph
2 hrs today
- 07AI
Analyst assembles the packet in Word
1 hr today
- 08Person
Analyst emails the packet to the manager
10 min today
- 09Person
Manager reviews, approves or escalates
1 day today
- a week back for the team
- 16 h
- steps AI can take over
- 4 of 9
- to get the first piece working
- 2 weeks
Worked out as 35 min per run × 42 runs a week · 65% routine share. Yours uses your own figures.
How it works
About 15 minutes of your time
Tell us about one workflow
What your team uses today, the result you want, and the steps of one workflow with rough times. Estimates are fine, and your answers save as you go.
Get your plan by email
Your plan is written in a few minutes and sent to you at a private link. Every number in it comes from what you told us.
Run the sprint
Your team runs the two weeks on its own. If you want a hand, the last page explains how we can help.
- Free
- About 15 minutes
- Saves as you go
- No sales call needed
Results from client work
The same first steps, with clients
The plan follows the way we start every engagement: one workflow, today’s numbers, and a first piece small enough to trust. Here is where that has led.
- Days
saved per deal on document analysis and risk assessment
An M&A firm’s deal team, after training
Read the case study - 2 min
to research an account, down from 30 to 45 minutes
A PE-backed energy services company’s sales team
Read the case study - 90%+
of expert issue classes re-found by an AI reviewer, at about $2 a report
A global professional services firm’s report reviews
Read the case study
“It was a week’s worth of work to do this, and I did it in a morning.”
Executive “It would have taken me like four hours to do it, and I’ve got a really good starting point. Took me like 20 minutes.”
Business attorney “I feel like 80% of the work in writing the memo is done.”
Legal team member “This is how you get some of your life back. That’s the way to look at AI.”
Finance executive
Who it’s for
Made for teams that have AI and want results from it
Made for teams that already have a token budget to spend and have not yet felt the full effect of the investment. People are using the tools, but nobody can measure the impact on the business or point to a clear use case yet. The plan gives you one workflow, a number, and a first piece to build.
A good fit if
- Your company has an AI tool like Copilot or ChatGPT, or is about to buy one.
- People use it, but nobody can measure what it does for the business or name a clear use case.
- You run a process that eats hours every week: reports, reviews, intake, follow-ups.
- You need a result you can show leadership, with a number attached.
Not the right fit if
- You want a list of AI tools to buy.
- You want a company-wide AI strategy. This plan covers one workflow on purpose.
Questions
Before you start
The things people ask before they start the form.
Is it really free?
Yes. There is no card to enter and no call needed to get your plan. Most teams run the sprint themselves. If you want help, the plan explains how we work.
How long does it take?
About 15 minutes. Your answers save as you go, so you can stop and pick up where you left off on the same device.
What if I don’t know the exact numbers?
Rough estimates are fine. The plan shows how each number was worked out, so you can adjust it before you share it.
Is this a sales pitch?
No. You get the full plan whether or not you ever talk to us. Someone from our team may get in touch to see if it helped, and we will not add you to a newsletter.
Do I need to be technical?
No. The questions are about the work: what your team does, how long it takes, and what good looks like. If you know the workflow, you can answer them.
Who writes the plan?
Your answers go through a set of rules we use with clients, and an AI model writes the parts that need your own words, like the questions to ask and the prompt for your case. Every number comes from your answers. Nothing is estimated for you.
What happens to my answers?
We keep them to write your plan and send it to you. We do not add you to a newsletter or share your answers. See our privacy policy for the details. Privacy policy
Can I share the plan?
Yes. It lives at a private link you can forward, and the page has a Download PDF button so it prints as a proper document.
What if my workflow isn’t a good fit for AI?
Week one will show it, before anything is built. Starting with one workflow and today’s numbers is what makes that visible early, while it is still cheap to change course.
Start with one workflow
Pick the workflow that eats your team's week. We'll send you the plan for it.
Free, about 15 minutes, and yours to keep whether or not you work with us.
- Free
- About 15 minutes
- Saves as you go
- No sales call needed