Workflow Automation & AI Solutions for Growing Businesses
How We Work
Our Process
1. Free Consultation (15 min)
Every engagement starts with a short call to understand your goals, challenges, and whether automation or AI can create meaningful impact.
This is a no-pressure conversation — just an honest assessment of what’s possible.
2. Discovery Session
If there’s a strong fit, we move into a structured discovery session to dig into:
- Your workflows
- Tools and systems
- Data sources
- Pain points and bottlenecks
- Success criteria
This ensures we design a solution that actually works for your business — not a one-size-fits-all template.
3. Solution Blueprint & Recommendations
You receive a clear, actionable plan that outlines:
- The exact solution we’ll build
- Expected impact and time saved
- Tools/platforms required
- Implementation timeline and fixed cost
You can take this blueprint and implement it yourself—or hire us to build it for you.
4. Implementation
We build and configure your automation or AI solution, integrate it with your systems, and test everything end-to-end. Your team receives clear documentation and training so adoption is easy.
5. Ongoing Support
Some solutions may require ongoing monitoring or refinement. If so, we offer simple monthly support packages so you always have an expert on call when you need one.
Working together to simplify the complex.
When you work with Gridworks, you get more than a consultant—you get a partner focused on making your business run smoother.
We take the manual work, clunky processes, and scattered systems off your plate and replace them with practical automation and AI tools that actually help your team move faster.
If you’re ready to cut the busywork and focus on what matters, we’ll help you build the systems to make that possible.

