Automate
One critical workflow, automated end-to-end.
A 3-week sprint that takes one workflow — onboarding, billing, support, lead routing, content production — and automates it end-to-end with monitoring, error handling, and a runbook your team can actually operate.
Typical results
What you get
How Automate actually runs
Every Sage Ideas engagement follows the same five-act story — free intro chat, scope, focused build, clean handoff, and optional Care. Click any stage to see what you do, what I do, and what you walk away with.
Automate — one AI-native workflow, end to end
A reliable AI workflow with monitoring, fallbacks, and a runbook your team can own.
How we run this
Phase-by-phase breakdown of the engagement. Every milestone produces a concrete artifact you can see, share, or hand off.
Workflow design
Map the existing manual workflow end-to-end. Identify the deterministic steps (rules) vs. the AI-suited steps (judgment, extraction, generation). Architecture diagram + cost model.
Build
Implementation, prompt engineering, integrations, dashboards. Daily preview environment — your team can poke at it.
Monitor + handoff
Production deploy, alerting wired in, runbook written, training session with the team that will operate it.
What's included
- Workflow design + architecture diagram (Excalidraw + written)
- End-to-end implementation (LLM orchestration, integrations, fallbacks)
- Monitoring + alerting (Sentry / CloudWatch / Slack)
- Operator-facing dashboard for visibility
- Cost telemetry — token spend, run rate, exception rate
- Runbook + handoff session
- 30 days of post-launch support
See what you'll get
Automate workflow specification
Anonymized workflow diagram + spec from a past Automate engagement.
Sample available on requestExtend the engagement
Optional add-ons priced separately. Bundle at checkout or scope into a follow-on engagement.
Second workflow
Layer on a second related workflow during the same engagement.
Compliance review
Data flow analysis for SOC 2 / HIPAA / GDPR — what data goes where, with which sub-processors.
Operate handoff
Roll into Operate at month 1 — first month at 50% off.
Not included
- LLM token spend (passed through at cost)
- Long-term retainer (rolls into Operate)
- Multi-tenant or customer-facing automation (rolls into Build)
Related case studies
Frequently asked
Which LLM stack do you use?
Whatever fits the job. Default to Claude or GPT-4-class models with structured outputs. Shipped against OpenAI, Anthropic, and open-source via Bedrock.
Can you integrate with my existing tools?
Yes — Stripe, HubSpot, Salesforce, Notion, Slack, Gmail, Linear, and most modern SaaS via REST APIs are in scope. Anything weirder gets sized in discovery.
How do you handle hallucinations / failure modes?
Every workflow ships with structured output validation, deterministic fallbacks, and a human-in-the-loop checkpoint where stakes warrant it. Monitoring surfaces drift early.
What about prompt injection / safety?
Inputs are validated, prompts are templated (never string-concatenated from user input), and tool-use is gated by allow-lists. Standard practice — not negotiable.
Ready to get started?
$3,500 · 3 weeks