Workflow automation
Make Microsoft 365, SharePoint, Outlook and your existing systems work together—without constant manual handoffs.
- Intake and request routing
- Document filing and naming
- Handoffs between the tools you already use
AI strategy · Custom automation · Nationwide
Less manual work. More room to grow.
We design custom AI agents and business automations that connect your existing tools, eliminate repetitive tasks and help your team focus on higher-value work.
Client intake
Ready for review
New inquiry received
“We’d like to onboard as a new client and need the engagement paperwork started.”
- Company
- Northgate Advisory
- Request
- New client onboarding
- Category
- Engagement setup
- Route to
- Client services
- ✓Contact details captured
- ✓Request categorized
- !Signed engagement letter missing
Awaiting your approvalIllustrative example
Intelligent systems. Human purpose.
Built for complex work
- Professional services
- Consultancies
- Finance & operations
- Growing teams
What we solve
Less busywork. More momentum.
Every business has processes that consume time without creating value. We identify those bottlenecks and build practical systems around how your team actually works.
Custom AI agents
Tailored AI assistants that organize information, prepare drafts and support decisions with appropriate human review.
- Sorting and summarizing incoming work
- Research and first drafts
- Human review where it matters
Operational reporting
Bring spreadsheets and disconnected data together into consistent, decision-ready reporting.
- Recurring reports without the rebuild
- Reconciliation across systems
- Exceptions flagged for a decision
Examples
One process, done differently.
Choose an example to see how a focused automation could change the way your team operates.
Today
Submissions arrive by email and form. Someone retypes the details, chases missing documents, and updates the record by hand.
With Lairdwell
A workflow organizes submissions, extracts key fields, flags missing items, and prepares the record for approval.
Select a step to see what happens.
Step 1: A new email or form submission enters the intake queue automatically.
Today
Each month someone exports data from several systems, reconciles the differences in a spreadsheet, and rebuilds the same report.
With Lairdwell
A workflow pulls the data together, reconciles it across systems, flags the exceptions, and delivers a draft report ready for review.
Select a step to see what happens.
Step 1: Scheduled connectors collect the relevant data from approved sources.
Today
Answers live in documents, inboxes, and people’s heads. New team members interrupt colleagues to find them.
With Lairdwell
An assistant searches your approved documents, drafts an answer that shows where it came from, and passes unclear questions to a person.
Select a step to see what happens.
Step 1: A team member asks a question in the approved interface.
Examples illustrate possible solutions, not completed client projects or guaranteed results.
How we work
Thoughtful by design. Practical in delivery.
We start with the business problem, not the technology. Every engagement is scoped around a specific outcome, sensible controls, and the people who will use the system.
Discover
Understand the workflow, the people involved, and what success looks like.
Design
Prioritize a realistic solution and identify integrations, risks, and review points.
Build
Implement and test the workflow with appropriate human oversight.
Improve
Review adoption and performance, then refine what matters.
- Scoped around one outcome
- People review the work that matters
- Discreet with your information
About
A small practice. Built around your business.
Lairdwell Consulting is a boutique AI automation practice helping businesses nationwide turn complex, repetitive work into streamlined systems. We combine operational curiosity with a disciplined approach to designing AI-enabled workflows.
Our work is grounded in clarity, discretion, and practical execution, not automation for its own sake.
Let’s talk about your process
Start a conversation
What’s slowing your team down?
Tell us about one repetitive process, reporting challenge, or opportunity. We’ll explore whether automation is a good fit.
- [email protected]
- Service area
- Working with businesses nationwide
- You describe one process that costs your team time.
- We talk through how it works today and who is involved.
- You get a straight answer on whether automation is a good fit.