DigitalPeak

How we work

From manual process to running automation

No rip-and-replace and no six-month implementation. We start with one process, prove it on live work with you approving every step, then expand.

Book an assessment The four phases

The four phases

One process at a time, start to finish.

This is the AI automation implementation process we run for every engagement, from the first conversation to ongoing operation.

PHASE 01

Automation Assessment

45-minute working session

We map one to three of your manual processes and show you what can be automated, roughly what it's worth, and where to start.

What you get

  • A map of the process as it runs today
  • Which steps an AI worker can own and which stay human
  • A rough estimate of the hours in play
  • A recommended first build
  • A written Opportunity Snapshot

What we need from you

The person who owns the process, 45 minutes, and a rough sense of volume.

PHASE 02

Blueprint

1–2 weeks

We shadow the process, map every step and exception, design the workers and human checkpoints, and hand you a fixed build quote with the success metrics we'll hold ourselves to.

What you get

  • Step-by-step process map, exceptions included
  • Solution design: workers, automations, human checkpoints
  • Integration plan for your systems
  • Success metrics and a baseline
  • A fixed build quote

What we need from you

Two or three hours of your process owner's time, examples of real work (anonymized is fine), and read access to the systems involved.

PHASE 03

Build & Pilot

2–3 weeks for a single-system process; 4–8 weeks for multi-system work

We build on our platform, wire it into your systems, and run a supervised pilot on live work in Draft and Approve modes until it hits the agreed metrics.

What you get

  • Workers and automations built to the Blueprint
  • Connections to your existing systems
  • Supervised pilot on live work
  • Your team trained to review, approve, and steer
  • Go-live when the pilot meets the agreed metrics

What we need from you

Access to the systems we're connecting, and someone to review the pilot queue for a few minutes a day.

PHASE 04

Run & Optimize

Ongoing

We monitor, tune, and handle exceptions, expand autonomy where the numbers support it, and add the next process when you're ready. Or we hand it off to your team.

What you get

  • Daily output monitoring and tuning
  • Exception handling during business hours
  • Monthly performance review against the baseline
  • Autonomy expanded one task class at a time
  • The next process, when you're ready

What we need from you

A monthly review, and a named person for escalations.

The pilot

What a pilot looks like

During the pilot, every item the workers touch lands in a review queue. Your team approves, edits, or escalates; we tune rules and voice from what they change. A task class moves up a mode only when its record supports it, and only when you say so.

PILOT-WEEK-2.LOG
Process:  New-customer intake · pilot week 2
Modes:    Draft + Approve

PROCESSED  58 intake items
APPROVED   49 as drafted
EDITED      7 before approval
ESCALATED   2 missing-document cases → your team

→ Task class "welcome email" moved to Autopilot after
  40 consecutive approvals with no edits (your call)
Illustrative

Control Model

Three modes. Per task. Always logged.

Autonomy isn't a switch, it's a dial — and you set it per task class, not per worker. A Sales Agent can run follow-ups on Autopilot while first-touch outreach stays in Approve.

Draft

Prepares the work, hands it to you, touches nothing. The default for every new worker and every new task class.

Approve

Executes after your one-click sign-off from a review queue. Ten minutes of your morning covers a full day of its work.

Autopilot

Runs solo inside written boundaries. Exceptions escalate to you with context. Every action still lands in the log.

Every worker also ships with a pause button and a full activity feed. Pausing takes effect immediately, and logs are exportable.

After go-live

Launch is where the engagement starts.

We monitor output daily, tune rules and voice, handle exceptions during business hours, and meet monthly against the baseline from the Blueprint. When a task class earns it, autonomy expands. When you're ready, we take on the next process. And if you'd rather run it yourselves, we hand it over with training.

FAQ

How engagements run, answered

How much of our team's time does this take?
About an hour for the assessment, two or three hours of your process owner's time during the Blueprint, and a few minutes a day reviewing the pilot queue. After go-live, a monthly review.
What if our process changes after launch?
Tell us. Rule and workflow changes are part of Run & Optimize; bigger changes get scoped like any new process.
What if the pilot doesn't hit the agreed metrics?
The metrics are agreed in the Blueprint before we build. The pilot runs until they're met, and if we learn a step can't be automated reliably, we tell you and redesign that step around a human checkpoint instead of forcing it.
Do workers talk to each other?
Yes, when the design calls for it. A Sales Agent can hand a closed deal to an Ops Agent's onboarding checklist; a Support Agent can flag bad records to the Data & Records Agent. Every handoff shows up in the activity log.
Can we run it ourselves after launch?
Yes. We can hand operation to your team with training. The workers keep running on our platform, which we maintain, and you keep the same controls and logs.

Ready when you are

Bring us the process that eats your week.

A 45-minute assessment. You leave with a map of what can be automated, what it's worth, and where to start, whether or not you work with us.

Book an assessment See pricing