Agentic Document & Workflow Automation for Compliance-Heavy Businesses

About this Gig

Before you spend $10,000 building automation, find out whether it should be built at all. This is a fixed-scope feasibility assessment for one workflow. In 7 days I map how your process actually runs, identify which steps are safe to automate and which need to stay human, and steps are safe to automate and which need to stay human, and hand you a build plan with real effort and cost estimates. WHAT YOU GET • Process map of the workflow as it runs today, including the steps people improvise around • Automation verdict, step by step — safe to automate, needs human review, or leave alone • Proposed architecture: what gets built, in what order, with what tools • Effort and cost estimate for the build, broken out by phase • Risk register — where this kind of automation fails quietly, and the verification gates that catch it HOW IT RUNS Day 1-2: walkthrough call and access review. Day 3-5: I work through your real examples and map the process. Day 6-7: written plan delivered, plus a call to walk you through it if you've added that option. WHO THIS IS FOR Teams producing repetitive, document-heavy output where errors are expensive — compliance filings, client deliverables, regulated reporting, structured documents at volume. If your process is genuinely simple, I'll tell you that and you'll have saved yourself a build. WHY IT'S WORTH PAYING FOR Most automation projects fail on scope, not code. They automate a step that needed judgment, or ship confidently wrong output because the job "succeeded." I design for that failure mode specifically — every pipeline I plan has verification gates that re-read output and assert it's correct before delivery. I rebuilt an entire regulatory consulting practice on this stack, generating complete multi-document compliance packages in minutes instead of days. 15 years in client success before that, so I scope against business outcomes rather than technical novelty. If the assessment says build it, that work comes as a custom offer — and the plan you've paid for becomes the spec.

Requirements

1. A walkthrough of the process you want automated — a screen recording or a live call works better than a written spec. 2. Two or three real examples of the output you produce today, including a messy one. 3. Access (or a sandbox) for any systems the automation touches — email, file storage, CRM, or database. 4. Who reviews the output today, and what they check for. This tells me which steps stay human and which are safe to automate. 5. Your definition of "wrong" — the errors that would actually cost you something if they slipped through.

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