ProjxAI
Build

Pilot Workflow Build

One workflow. Built, tested, and running in your business.

The gap between “we should automate this” and “this is actually working” is where most businesses get stuck. Strategy documents and tool recommendations don't run your operations. Working systems do. The Pilot Workflow Build takes one high-priority workflow — the one with the clearest business impact — and delivers it live, tested, and fully documented.

Book a Clarity Call →

What you get

  • Clarity Call to identify the highest-value workflow to build first
  • Written scope document — inputs, outputs, tools, and edge cases — before we start
  • End-to-end build using Make.com, Zapier, n8n, or the right tool for your stack
  • Integration with your existing tools (CRM, email, calendar, accounting, or others)
  • Testing and QA against real scenarios before handover
  • Team training session and full documentation
  • 30-day support period from launch day

Workflows we commonly build

Lead follow-up sequencesCustomer onboardingInvoice & payment processingAppointment managementAfter-hours enquiry handlingInternal reporting dashboardsSocial content schedulingDocument processing & data extraction

How it works

1

Clarity Call (Free, 15 min)

We identify the right first workflow — the one with the clearest business impact and the fewest dependencies — and confirm it is the right starting point.

2

Scoping

We define the workflow precisely: inputs, outputs, tools involved, and edge cases. You receive a written scope document before we start building anything.

3

Build

We build the automation end-to-end, connecting your existing tools and systems. You are kept informed at key milestones throughout.

4

QA & Testing

We run the workflow through real-world scenarios before handover. If something breaks in testing, we fix it — no extra charge.

5

Handover & Training

We walk your team through how it works and hand over full documentation. 30-day support is included from the day it goes live.

The natural next step

Have a workflow in mind?

Tell us what you want to automate. We will scope it and build it — or tell you honestly if there is a better starting point.

Book a Clarity Call →