Built around the work your team already does. Much of a professional services firm's week goes on the work around the work: chasing briefs through inboxes, rebuilding documents by hand and checking every draft by eye. I build AI workflows that take those steps on, to your rules, and measure them from the first week. Each one below runs at Pivitt today.
Requests land across inboxes with files attached in pieces, and someone has to turn each one into a brief before work can start.
Proposals, reports and decks are rebuilt from old versions, with figures and names copied across and checked by eye.
House rules live in people's heads, so the same mistake comes back whenever someone new picks up the work.
Each day begins by reading back through email and the calendar to work out what matters.
Every client request becomes a tracked brief, and nothing is lost.
Decks, reports and web pages produced from one source and checked before they leave.
Every draft passes four checks before anyone outside the business sees it.
Each weekday starts with one page and one priority.
Workflow 1 of 4
Every client request becomes a tracked brief, and nothing is lost.
An email arrives and becomes a brief card with the full thread, the client's own words and every attached file. Replies land on the same card, amends are recognised as amends, and approvals are kept on record.
36 of 36 client conversations captured · 1 hour median response, June to July 2026
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Workflow 2 of 4
Decks, reports and web pages produced from one source and checked before they leave.
Content is written once and produced in every format the work needs, then checked automatically for fonts, figures, page breaks and approved claims.
A 34-page tender bid built in four days
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Workflow 3 of 4
Every draft passes four checks before anyone outside the business sees it.
Voice, approved claims, banned words, and names and figures. Each draft comes out ready, ready after fixes, or held, with the reason written down.
15 mistakes caught in the first five days · 73% of tracked briefs approved first time, June to July 2026
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Workflow 4 of 4
Each weekday starts with one page and one priority.
Calendar, inboxes and call transcripts are read each morning into a one-page brief, so the day starts from what matters.
61 morning briefs composed, emailed and filed, 20 July to 16 October 2026
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Sit with the team's real week and find the steps that repeat, stall or go wrong.
Write your rules down and build each workflow around the tools the team already uses.
Use it on live work, measure it from the first week and adjust it as the business changes.
Using AI to carry out the repeatable steps of a team's work, such as turning an email into a brief, producing a document or checking a draft, to the business's own written rules, with a person approving what leaves the business.
The ones that repeat every week and depend on getting details right: capturing client requests, producing proposals and reports, checking work against house rules, and keeping track of what needs doing next.
Each workflow is designed around the tools the team already uses for email, documents and files. Mapping those tools is the first step of every project.
Each workflow is measured from the first week against a figure agreed at the start, such as response time to a brief, the share of work approved first time, or the mistakes caught before a client sees them.