AI workflow systems for owner-led service businesses
Turn one manual workflow into a system your team can trust.
I design and build fixed-scope AI and automation systems for established small and mid-sized businesses—especially work that still moves through inboxes, PDFs, spreadsheets, and follow-up.
Free fit call · Workflow Blueprint CAD $750 · Builds from CAD $3,500
01 / The engagement
One recurring workflow. Ten business days. A working system.
The sprint is intentionally narrow. We trace the work as it actually happens, agree on a visible finish line, and build the smallest reliable system that can carry it.
- 01
Map
Inputs, owners, handoffs, exceptions.
- 02
Build
The working path and essential connections.
- 03
Review
Real cases, human decisions, visible gaps.
- 04
Hand off
Documentation, walkthrough, next steps.
One workflow. One defined outcome. No company-wide transformation theatre.
02 / Selected work
Healthcare operations · Private client delivery
A weekly leadership review built around what the owner needs to decide.
I built a private dashboard that brings Jane reports and bank exports into one weekly view of revenue, appointments, therapist capacity, expenses, and the questions that still need checking. Direct client details are removed before reporting data is stored.
See what was builtWhat needs attention this week?
- 01Reporting period visible
- 02Source coverage traced
- 03Open questions held
Decision support without hiding the gaps
- 01Data + pricingWatching
- 02ModelsIssue found
- 03User growthScheduled
- 04Business prioritiesReview needed
Finding recorded / changes wait for approval→
The Lineup · Business monitoring
Four AI workers monitor the business—but they cannot quietly change production.
I used to check provider feeds, model runs, customer growth, and business priorities across separate scripts and dashboards. Four workers now watch those areas on a schedule. When one finds a material issue, it records the finding and proposes one next action. Anything that could change production waits for my approval.
Read the case study- 01Booking record
- 02Payment history
- 03Customer messages
- 04Case policy
Evidence package / review ready
Travel operations · Confidential enterprise work
Evidence assembled around the case instead of chased across systems.
Booking, payment, and communication records were brought together into a tailored evidence package with the final response held for review.
Read the case study
03 / The operator
Designed, built, and handed off by the person in the room.
I’m Duncan Anderson—a data scientist, product builder, and operator. I spent years building data and automation systems inside a travel business and now build every consulting sprint personally.
Review the case studies04 / Investment
Start with clarity. Build only when the scope earns it.
Every paid step is fixed-scope and agreed in writing before work begins.
Book a 30-minute fit call05 / Start here
What is your team still holding together by hand?
Bring the recurring process. We’ll decide whether it has a clear enough finish line for a sprint.