Book a governed pilot.

We will focus on one repeated Salesforce workflow, the guardrails it needs, and the fastest safe path to value.

Bring one workflow and we will pressure-test the first step together.

The pilot at a glance: about two weeks · one workflow · scoped on this call

One workflowStart with a repeated Salesforce motion, not a broad transformation program.

Admin boundariesDefine users, records, fields, tools, and allowed actions before rollout.

Human reviewRequire confirmation before creating, updating, sending, deleting, or triggering changes.

Workflow fit scorer

Is your workflow ready for a governed AI pilot?

Answer seven quick questions about one repeated Salesforce workflow. You will get a fit score, a readout of where it is strong, and an honest next step.

About 2 minutes. Scores are estimates based on your answers and confirmed during pilot scoping.

Pilot prep

What you bring. What we bring.

Keep the page short, but give buyers enough context to understand what the call will produce.

You should leave with

Pilot candidateGuardrail mapPromotion metric

You bring

A real workflow, the people close to it, and the constraints that matter.

One repeated workflowA process your team runs often enough that saving minutes per run would matter.

The people closest to itA team lead, admin, or operator who knows the steps, exceptions, and bottlenecks.

Current constraintsThe records, fields, approvals, messages, or external sends that need control.

We bring

A practical pilot frame, not a generic discovery call.

Workflow framingWe narrow the conversation to the first useful prompt, button, guided workflow, or automation path.

Governance mappingWe pressure-test permissions, data boundaries, review points, and rollout rules before scale.

Pilot designWe help define the first version, the users to test it with, and the metric that decides what happens next.