Can I automate it?
Often partly. Each answer below starts with yes, partly or no, then says what stays with a person.
Your question is not here? Send the task. You get a personal reply within 5 working days: yes, partly, or not worth automating, and how.
How to read a lever
No0 answers
Red: it stops here
Not worth automating, or it needs a person all the way through. We say so, and say why.
Yes, partly7 answers
Amber: it waits for a person
A workflow does the repeat work. A person approves the steps that matter before anything leaves the team.
Yes0 answers
Green: it runs through
A workflow can run it from start to finish, with rules around every step and an alert when something fails.
So far every lever rests at Yes, partly: each workflow keeps a person on the steps that matter.
01Answers
Straight answers, by task
Lever 01
Yes, partly
Yes, partly. A workflow drafts the follow-up from your call notes; a person approves it before it is sent.
What stays human
- Approving and sending every follow-up.
- Closing a deal as won or lost.
and 1 more on its page
Lever 02
Yes, partly
Yes, partly. Reading and checking invoices can be automated; a person still approves anything that fails a check.
What stays human
- Approving any invoice that fails a check.
- Every payment. No workflow here moves money.
and 1 more on its page
Lever 03
Yes, partly
Yes, partly. Drafting and scheduling can be automated; we keep a person approving each post.
What stays human
- Approving every post before it goes out.
- Replying to comments and messages.
and 1 more on its page
Lever 04
Yes, partly
Yes, partly. Rules and one AI step sort every ticket and draft the first reply, and common questions can be answered from your own help docs. A person sends anything that is not on an approved list.
What stays human
- Refunds, complaints and account access.
- Anything legal.
and 2 more on its page
Lever 05
Yes, partly
Yes, partly. We do not record meetings. Once your meeting tool or notetaker has a transcript, a workflow turns it into notes, tasks and CRM updates, and a person approves anything that leaves the team.
What stays human
- Consent to record.
- What is shared beyond the meeting.
and 2 more on its page
Lever 06
Yes, partly
Yes, partly. A workflow reads documents and lists, checks every value with fixed rules, and loads the clean rows. Anything that fails a check waits for a person.
What stays human
- Flagged rows and documents.
- Any new document type.
and 1 more on its page
Lever 07
Yes, partly
Yes, partly. Code pulls and computes every number on a schedule. AI only words notes from those numbers, and code checks each note. A person reads it before it goes to investors or clients.
What stays human
- What each metric means.
- Why a number moved.
and 1 more on its page
02Ask
Your task is not on the frame?
Tell us what it is, how often it happens and who does it now. We set the lever for your task and say what would stay with a person.