AI Workflow Automation Setup

Service Scope

AI Workflow Automation Setup is a fixed-scope service for one workflow, up to two existing business applications, and one AI processing step.

Add one focused AI processing step to a repeatable business workflow with structured inputs, an approved output, and clear review rules.

Define the Workflow Input and Outcome

We agree on one trigger, one business outcome, and the required input fields. The workflow can summarize, classify, draft, or extract information within one approved task.

• 1 trigger and 1 business outcome
• Up to 2 existing business applications
• Approved inputs and output structure
• 1 human review or exception route

Configure the AI Processing Step

We configure one AI processing step with an approved prompt, instructions, and output format. The workflow may include up to five additional standard connector steps. Workflows use existing supported connectors without custom code.

• 1 AI processing step
• Up to 5 additional standard steps
• 1 prompt and output template
• Available output-format validation

Connect Review and Exception Handling

We prepare one supported review or notification route and one failure-notification route. The handoff explains how the owner can review available logs and adjust the approved prompt or destination.

• 1 human review or notification route
• 1 failure-notification route
• Available execution-log review
• Workflow and prompt summary

Testing and Quality Review

We review the delivered configuration or materials against the approved scope and representative examples.

• Up to 15 workflow scenarios
• Complete, missing, and unexpected inputs
• Check output format, routing, and failed-step behavior

What's Included

• 1 AI workflow
• Up to 2 existing business applications
• 1 AI processing step
• Up to 5 additional standard steps
• 1 approved prompt and output template
• 1 human review or notification route
• 1 failure-notification route
• Up to 15 test scenarios
• 1 handoff session of up to 60 minutes
• 1 consolidated correction round
• 14 calendar days of setup support

Client Requirements

Before work begins, the client must provide the information, access, and approvals required for the selected service.

• Final approved business information, source material, and required wording
• Permission to use the supplied material and appropriate access to the selected accounts
• A named business owner for approvals and consolidated feedback
• Access to the existing applications and supported automation platform
• Representative input examples and an approved output format
• The selected AI model or tool account and usage access
• A named workflow owner and exception destination

Delivery and Revisions

Standard delivery is 7–10 business days after all required content, access, account capabilities, and approvals are received. External account, carrier, or vendor approval delays are outside this delivery window.

One consolidated correction round is included. Corrections cover the approved role, sources, and quantities. New use cases, changed requirements, additional integrations, or replacement source material are separately scoped.

The package includes 14 calendar days of setup support after client acceptance for questions and minor corrections within the delivered scope. This support does not include continuous monitoring or new functionality.

Important Scope Boundaries

The following items are not included unless specifically stated:

• Multiple workflows, multi-agent orchestration, or custom-coded applications
• Additional AI steps or unsupported application connectors
• Unattended financial, legal, or other sensitive decisions
• Software subscriptions, AI model or API usage, hosting, telephony, and paid connector fees
• Additional languages, channels, sources, or work beyond the stated quantities
• Ongoing monitoring, maintenance, or content updates after the included support period

AI-generated answers, classifications, and extracted information may be incorrect. The client’s responsible team member reviews outputs and approves sensitive actions. This service does not promise error-free or fully autonomous operation.