Choose a suitable task
Map the current process and its cost in time. Identify repetitive steps and decide whether a simple template, ordinary automation or AI is the best fit.

AI is most useful when it solves a specific problem. I help identify suitable tasks, build small, practical workflows and keep people responsible for the decisions that matter.
Automation moves information or carries out a repeatable step. AI can help with less structured tasks, such as preparing a draft or summarising text. We start with the process, then decide whether either is worth using.
Repeated copying, sorting and drafting can take time away from customers and thoughtful work. A well-designed workflow may reduce that effort, provided its outputs are checked and someone knows what to do when it fails.
We select the work together.
Scope and time are agreed before it starts.
Map the current process and its cost in time. Identify repetitive steps and decide whether a simple template, ordinary automation or AI is the best fit.
Define what the workflow may do, which information it can use and where human approval is required. Confirm access, tools and running costs.
Create the agreed workflow and test normal cases, missing information and errors. Compare the result with the existing process before relying on it.
Provide instructions, a responsible owner and a way to pause or recover. Review performance and adjust within the agreed support scope.
Depending on the agreed work:
A workflow might take a website enquiry, organise the relevant details in a CRM and prepare a reply for a person to review. Whether this is appropriate depends on the tools, permissions and information involved; it is an example, not a pre-built inclusion.
We can compare time per task, correction rate, failures and tool costs before and after the change. Time saved should be measured in use, rather than assumed from a demonstration.
Marketing Strategy can assess opportunities and risks. Strategy & Delivery and the two leadership packages can include suitable, bounded automation work after a technical and scope review.
AI can produce inaccurate or unsuitable output. Sensitive information, customer-facing messages and consequential decisions need appropriate controls and human judgement. Complex integrations, custom applications and continuous monitoring require a separate agreement when outside the package.
Availability, platform fit and delivery dates are confirmed before work begins. Services describe what we can agree to work on; your package sets the time available.
See prices, hours and how they workCodex can help develop and test scripts, small tools and repeatable workflows. I start with one clearly defined task, approved inputs and review points, then check failures and document how the process runs and can be paused. Integrations, ongoing operation and maintenance are scoped explicitly.
Walk through the process and its marketing purpose ↗Tell me what you are working towards, what feels stuck and where you would welcome support. We can agree a realistic starting point.