The walkthrough
A free walkthrough, on site
Your team shows us the work, start to finish, and both founders write up what we saw in a short memo. It’s free, and we take no data or access before you sign.
What happens on the walkthrough
- You show us the work
The people who do it show us the last time they did it, in the tools they already use.
- We watch and ask
Both founders follow how the work moves between your systems, and where it’s copied by hand.
- We write it up
A short memo: what we saw, where it repeats, what stays with a person, and where we’d start.
- You decide
If it’s worth doing, we agree that one workflow in writing. If it isn’t, we’ll say so.
What we need, and what we don’t take
We need:
- Time with the people who do the work
- The last time they did it, shown in your own tools
We don’t take:
- Data, files or mailbox access before you sign
- Payroll, HR or bank logins
A sample memo
For a fictional distributor’s order desk.
Sample · fictional company
- To
- Operations manager, Gateway Supply Co.
- From
- Bom and Andre, Kestrel
Order desk walkthrough
What we saw
- POs arrive in orders@ as PDFs and emails.
- Each is copied into Excel, then retyped into NetSuite.
Where it repeats
- About 40 orders a week, each typed twice.
- About 4 hours a week, two people.
What stays with a person
- Prices that differ from the agreed price.
- New ship-to addresses and items.
Where we’d start
- Emailed POs into draft NetSuite orders.
What happens after
If the memo shows a workflow worth automating, we agree it in writing. Your IT approves read-only access to the tools it touches, our agent finds what repeats, and we help your team build the automation. How we work, step by step.
Common questions
Start with one conversation.
30 minutes with Bom and Andre, on Google Meet.
- 01You tell us where the repetitive work is.
- 02We say honestly whether we can help.
- 03If we can, we plan a free walkthrough at your site.