John DavieBuyers Edge Platform
"I demoed Max in front of 400 people two days later live on the phone."
Free AI workflow audit
Build AI agents into the workflows your team already runs.
Not another dashboard. Not another chatbot. We map the manual work between your tools and install an agent where it actually pays.
Gmail
Drive
Slack
Notion
HubSpot/GHL
Sheets
Mathew FochtEMERGING
"My team now has additional tools that help them apply their expertise even more effectively."
Nicholas SlettengrenPower Digital
"The agent Tim built has already helped me generate new business ventures."
Why AI pilots stall
AI does not fail because the model is bad. It fails because nobody mapped the workflow.
Your team does not need another AI tool. It needs the manual loop removed, with the right approval points, source systems, and measurable output.
The SOP is not the workflow
What people say happens and what actually happens between inboxes, docs, calls, CRM, and Slack are usually different.
Context gets copied by hand
If your team is moving context between tools, that is where AI should go first.
The demo never becomes production
Most pilots die after the impressive screen share because there is no owner, permission model, fallback, or launch path.
Audit outputs
You leave with the operating map, not vague automation ideas.
The audit turns one messy process into a buildable agent plan with boundaries, data sources, approvals, and ROI logic.
Workflow map
The trigger, owner, handoffs, inputs, decisions, outputs, and current failure points.
Systems map
Where the workflow touches email, docs, CRM, forms, calls, spreadsheets, and internal notes.
Automation split
What should be deterministic automation, what AI should draft or analyze, and what stays human.
ROI baseline
The hours, speed, quality, revenue, or risk metric that tells us whether the agent is worth building.
First build plan
The first sprint scope, launch sequence, data access, and simple version one architecture.
Risk model
Permissions, human approvals, fallback behavior, logs, and safe failure cases before anything goes live.
Workflow examples
Start where the manual loop is expensive and repeatable.
Dashboards show bottlenecks. Agents route the work. These are the first four areas we look for on the audit.
Follow-up and CRM hygiene
Leads, stale opportunities, missed replies, and next steps become one approval-ready revenue loop.
- Find hot leads that need action
- Draft follow-ups for approval
- Update CRM notes and fields
Inbox, calendar, briefs, delegation
The work hiding across email, calendar, docs, and calls becomes one daily decision queue.
- Summarize what changed
- Flag overdue decisions
- Route work to the right owner
Ideas, drafts, repurposing, publishing
Calls, notes, research, and raw ideas become a repeatable queue for drafts, clips, assets, and posts.
- Capture ideas from real work
- Build a draft queue
- Track what performs
Docs, reports, handoffs, vendors
Recurring admin work gets turned into a clean workflow with approvals instead of another owner checklist.
- Prepare reports and docs
- Check missing information
- Keep handoffs moving
Demo suite
See the agent patterns the audit is looking for.
These are demo concepts, not claims. The point is to make the workflow visible before anyone buys a build.
CEO Ops Agent
Turns inbox, calendar, calls, and notes into a daily brief, decision list, and delegation queue.
Sales Follow-Up Agent
Finds lead context, drafts the next response, asks for approval, updates CRM, and schedules the next touch.
Content Ops Agent
Turns calls, notes, and research into topics, drafts, repurposing ideas, and a publishing queue.
Finance/Admin Agent
Prepares recurring reports, checks missing inputs, drafts vendor/client responses, and routes exceptions.
Sample demo preview
Sales Follow-Up Engine
A polished demo would show the manual loop turning into a supervised agent workflow: capture context, draft action, ask for approval, update the system of record, then schedule the next follow-up.
Existing stack first
No migration. No new app your team has to remember.
The agent should work across the tools already carrying the workflow. If the stack is messy, the audit makes the mess visible before we automate it.
Gmail
Google Drive
Slack
Notion
HubSpot
GoHighLevel
Sheets
CRMs
Forms
Internal docs
How the audit works
Pick the workflow. Map the system. Decide the first build.
The free audit is not a prompt review. It is a fast operating diagnosis for one business process.
Score
We test candidate workflows against volume, pain, context, judgment, permissions, and measurable upside.
Map
We outline triggers, source systems, rules, approval points, outputs, and failure cases.
Scope
You leave knowing what to automate first, what should stay human, and what a real sprint would require.
Production guardrails
Agents should feel operational, not gimmicky.
We design the first build around supervised production so the workflow can survive real users, messy data, and edge cases.
Permissions
Only the accounts, docs, inboxes, and CRM fields the workflow actually needs.
Human approvals
Clear checkpoints before client-facing messages, sensitive updates, or irreversible actions.
Audit logs
What the agent saw, drafted, changed, skipped, and routed back to a human.
Safe failure modes
Fallback behavior for missing data, tool outages, low confidence, and ambiguous instructions.
Retry logic
Failed handoffs and API calls get retried or escalated instead of silently disappearing.
Ongoing tuning
The workflow improves after real usage instead of freezing at the first demo.
Short context video
The workflow matters more than the AI tool.
Watch the short VSL for the longer version of why most AI projects fail between demo and production.
FAQ
What operators usually ask first.
Is this different from the CEO Ops Agent offer?
Yes. The CEO Ops Agent is a premium custom operator for an executive workflow. The AI Workflow Sprint starts narrower: one painful business process mapped, scored, and prepared for the first agent build.
Do we need to change our tools?
No. The default assumption is that the agent should work inside the stack you already use. If a tool change is truly needed, the audit will make that clear before any build starts.
Does the AI run without approval?
No. The sprint is designed around supervised production. We decide what can be fully automated, what AI should draft or analyze, and what a human should approve before anything important happens.
Will I see examples?
Yes. The audit can use demo patterns like sales follow-up, CEO ops, content ops, or admin reporting to make the workflow concrete before deciding what should be built.
Who is this not for?
It is not for people looking for a cheap prompt pack or magic automation without process clarity. It is for operators with real work moving through the business who want one bottleneck removed correctly.
Stop asking ChatGPT what to automate. Map the workflow first.
If there is a clear opportunity, you will get the calendar for a 20-minute Google Meet audit.
See If You Qualify