Contact
The first conversation is about the workflow, tools, volume, failure points, owners, and what would change if it ran reliably.
Initial brief
Use the contact widget and share the process, tools, volume, common failures, and what should happen when it works well.
Open questionnaireDescribe the manual process, systems involved, recurring volume, and the team members who touch it.
Automation fit, risk points, data availability, integration options, and the first useful workflow version.
Ductio operating pattern
Stable automations need clear process design, practical AI boundaries, visible monitoring, and handoff that the client team can understand.
CRM operations, reporting workflows, approvals, document handling, and AI-assisted internal tools.