Packages
    AI WORKFLOW AUTOMATION

    Turn manual workflows into AI-assisted systems.

    Timeline

    3 – 6 weeks

    Your team spends hours every week on intake, support, routing, and repeat answers — work that follows clear patterns. We build AI-assisted workflows that handle the routine, hand off the edge cases to humans, and leave a trail your operators can audit.

    Scope an AI workflowStart with a paid audit

    BEST FOR

    • Advisory firms
    • Healthcare operators
    • Education businesses
    • Support-heavy businesses
    • Sales teams
    • Operations teams
    • Businesses with repetitive intake, support, or routing work

    INCLUDES

    • AI chatbot or assistant
    • HeyGen / avatar integration (if needed)
    • Live chat API integration
    • Make.com / CRM automation
    • Human handoff flows
    • Internal workflow automation
    • Admin controls
    • Basic testing and documentation

    DOES NOT INCLUDE

    • Fully autonomous AI agents with no human oversight
    • Guaranteed sales or support savings
    • Custom model training (separately scoped)
    • HIPAA / financial compliance claims (unless documented)
    • Unlimited integrations

    PROCESS

    1. 01

      Inquire

      Describe the workflow and the repeat pattern that hurts.

    2. 02

      Scope

      Proposal with workflow map, integrations, and fixed fee. 50% deposit on approval.

    3. 03

      Build

      AI layer, integrations, handoff logic, admin controls. Iterative review.

    4. 04

      Handoff

      QA-reviewed, documented, with a measurable comparison to the manual process.

    FAQ

    Honest answers to the questions that show up most.

    Will the AI replace my team?
    No. We build human-in-the-loop systems. AI handles the routine, your team handles judgment calls, and there's an audit trail in between.
    Which AI providers do you use?
    Provider-agnostic. We pick what fits the workflow (cost, latency, quality) and document the choice so you can swap later if needed.
    What about HIPAA or financial compliance?
    We don't claim compliance unless we've explicitly contracted compliance work. For regulated workflows, we'll either scope a compliance phase or recommend you don't use AI for that step.
    Can the workflow handle our edge cases?
    Edge cases are scoped during discovery. The system always includes a human handoff path so unfamiliar inputs route to a person, not a wrong answer.

    Ready to scope this?

    Send a brief or start with a paid audit. A founder reads every message and replies within one business day.

    Château Private Wealth →See technical lab →
    Scope an AI workflowStart with a paid audit