Initial AI Workflow Assessment
Free
A starting point for understanding the workflow and defining its scope and quote.
Services · AI workflow implementation
Hands-on help connecting the work you already do.
Kestrel Knot provides hands-on AI workflow implementation for U.S. small businesses, including dentists, law firms, contractors, and property managers. We work with your team to connect existing tools around a workflow; we do not build custom models.
Automation may reduce repetitive work or save time, depending on the workflow, the connected tools, and how your team uses it. Results are not guaranteed.
Request a free AI Workflow Assessment
Services are public. You do not need an account to view them or submit an assessment request.
Starting rates
Start with a scope that fits the work.
The initial AI Workflow Assessment is free and helps define the final scope and quote. These are starting rates; the work is scoped around your workflow and tools.
First scoped workflow
$3,000
Starting price for hands-on implementation of one scoped workflow. Final project pricing depends on scope.
Eligible new clients receive 10% off their first scoped workflow implementation when they accept its project quote.
That is $300 off the $3,000 starting price, for a discounted starting price of $2,700. Additional workflows are quoted separately.
Ongoing monitoring and maintenance
$500/month
Starting monthly rate for ongoing monitoring and maintenance. It does not mean unlimited new work.
The 10% first-client offer applies to the first scoped implementation when you accept its project quote.
It does not change the $500/month ongoing monitoring and maintenance rate.
Maintenance is not unlimited new work.
Request the free assessment without creating an account to help define the final scope and quote.
The engagement
From understanding the work to caring for the implementation.
The work moves through discovery, implementation, then ongoing monitoring and maintenance. Each step is shaped around your current workflow and tools.
Implementation planning includes human review for consequential messages, approvals, and changes. Security-minded safeguards keep access to tools and shared information as narrow as practical for the task. Uncertain or unusual cases are planned for escalation to a person for review.
- 01
Discover the workflow
We learn how the work happens today, which tools are involved, and where requests, documents, and decisions pass between people.
- 02
Implement around existing tools
Kestrel Knot connects the tools your business already uses around the workflow. The service focuses on implementation with those tools, not building custom models.
- 03
Monitor and maintain
After implementation, ongoing monitoring and maintenance help keep the connected workflow aligned with the process and tools it depends on.
Potential workflow uses
Start with a real handoff in your day.
Potential workflows include intake, scheduling, lead response, follow-up, invoicing, document processing, and internal documentation. What can be automated and any time saved depend on the workflow, connected tools, and how your team uses it.
Intake forms
Connect incoming information to the next step in an existing process.
Scheduling
Coordinate a request with the scheduling tools and handoffs already in use.
Lead response
Route a new inquiry and prepare the next response for a person to review.
Follow-up emails
Organize follow-ups after an inquiry, appointment, visit, or completed job.
Invoicing
Carry relevant details into an existing invoicing workflow for checking.
Document processing
Move useful document details into the next step for a person to review.
Internal documentation
Help keep recurring procedures and shared process knowledge current in your tools.
A practical next step
Talk through one workflow.
The initial AI Workflow Assessment is free and helps define the final scope and quote. Share the work, tools, and handoffs you want to understand; no account is needed to submit a request.