How to spot workflow leaks
A practical checklist for repeated admin, invisible handoffs, and CRM/reporting gaps: the entry criteria for a 10-day sprint.
Insights
Practical notes on AI operations and workflow repair
Evidence-led notes from real delivery work, not generic AI SEO filler. Each topic maps to a case study or service offer on this site.
Topics
What I publish from real work
These are the themes behind the case studies and sprint offers, written for founders who need operational clarity, not tool hype.
When AI belongs in operations
Use AI where inputs, review points and output ownership are clear. Avoid uncontrolled tool sprawl; this is the same standard applied in the Specialist Orchestra case study.
When to audit before you build
Fragile Make, n8n or Zapier stacks need a risk map before another layer goes on top. That is what the automation audit is for.
Dashboards before SaaS
Build the internal operating dashboard first, with Sheets as the working layer and Looker as the read layer, then productise only repeated buyer pain.
Ops foundations from zero
SOPs, CRM architecture, reporting and permissions when too much lives in one person's head: the pattern behind the 10-day AI/Ops Automation Sprint.
Handover-ready automation
130-module contract engines only work if someone else can maintain them. Spec-driven documentation and explicit fallbacks are non-negotiable.
Full articles will be added here as they are written from completed engagements. For now, see case studies for the underlying evidence.
Have a workflow worth fixing?
Send the specific handoff or tool stack. I will tell you whether it fits a sprint, audit, or foundation build.
Contact Simon