04Strategic Advisory
AI Workflow & Automation
Where time is lost in your team's work, what can be organised or automated, and in what order.
- Proposed length
- 75 min
- Format
- Online, or in person in Tripoli when available
- Fee
- Sent with the proposed time, before any commitment
- Rescheduling
- Possible with advance notice; the detailed policy comes with the confirmation
Right for you if you are
- A small-business owner through whom everything still passes.
- A team where the same handoff mistakes keep happening.
- A manager who wants to know what can realistically be automated.
What to prepare
- A list of team members and what each actually does.
- Two examples of tasks that stalled or slipped recently.
- The tools used for tasks and communication.
What we cover
- Who owns what, who reviews, who decides.
- Where the bottlenecks are, and which need organisation versus automation.
- A working routine and a first realistic automation to start with.
- The problem it solves
Everything passes through one person or a message group, and tasks, handoffs and reminders are all handled by hand.
- What you get
A written summary of responsibilities, routine and automation priorities.
- What it doesn't include
Building an internal system or the automation itself is separate, scoped work.
Prepare for it
26
Roles and Task Handoff Template
A responsibility matrix that sets inputs, owner, reviewer and completion criteria for every task, plus a handoff note and a clear escalation path.
Intermediate · 18 min
13
AI Use Map for Your Company
An editable inventory of your recurring tasks: current time, data sensitivity and AI suitability, so you choose a first pilot with a clear head.
Beginner · 45 min
25
Weekly Marketing Team Meeting Template
A concise weekly meeting sheet for marketing teams: pre-read, priorities, blockers, decisions with an owner and a date, and follow-up.
Beginner · 12 min