Workflow Planning · November 2026
A Practical Checklist for Scoping an AI Workflow
Define inputs, process rules, data access, review steps, and feasibility before committing to a build.
Read the scoping checklist →
Done-for-you custom workflows for businesses
Custom AI workflowsfor your business
We identify where AI may fit, build custom workflows, implement the agreed scope, and provide ongoing maintenance. Project builds are $500 to $10,000 one-time; maintenance is $99 to $2,000/month.
Not sure where AI fits in your business? That’s where we come in.
Limited-time Free AI Audit: $499 value Only 8 spots available
Get Your Free AI Audit →How it works
We identify where AI may fit, build a custom workflow, implement the agreed scope, and provide ongoing maintenance.
Step 1
Identify
We learn how the business works and identify a process where a custom AI workflow may fit. We confirm the goal and constraints with you.
Step 2
Build
We design and build a custom AI agent or workflow around the agreed process.
Step 3
Implement
We implement the agreed workflow. Any system connections, access needs, and behavior are scoped and verified before implementation.
Step 4
Maintain
We provide ongoing maintenance and iteration for a scoped workflow.
Workflows we can scope with your team
Examples are starting points for a conversation. We confirm the process, channels, system access, and feasibility before agreeing to build.
Lead intake and follow-up
A custom workflow might collect inquiry details and prepare a follow-up for review. Channels, approvals, and any system connections are scoped and verified for each business.
Possible workflow to scope View the workflow template →Customer information requests
We can assess whether a workflow for collecting common request details and routing them for staff review fits the business. Response channels and escalation rules need to be confirmed.
Scope depends on the process View the workflow template →Document and report workflows
Document intake or recurring reporting may be worth assessing. Data formats, access, review steps, and any updates to business systems are confirmed before implementation.
Feasibility reviewed first View the workflow template →Internal content preparation
A workflow for drafting routine business content can be discussed, with staff review and publishing steps defined as part of the scope.
Drafting workflow to assess View the workflow template →Internal handoffs
We can map repetitive handoffs and assess a custom workflow for the steps that fit. Required tools, permissions, and human approvals are checked during scoping.
Custom scope and feasibility View the workflow template →Scheduling coordination
Scheduling-related steps may be assessed as a possible workflow. Availability rules, customer communications, booking behavior, and system access must be scoped and validated first.
Discuss the workflow first View the workflow template →Workflows for businesses across industries
Explore industry pages for examples of processes to assess. Each custom workflow is scoped to the business and confirmed before implementation.
Home Services
HVAC, Plumbing, Pest Control, Contractors
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Medical & Dental Offices
Patient intake and workflow assessment
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Legal Services
Client intake and document workflow assessment
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Real Estate & Property Management
Lead and listing workflow assessment
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Financial Services & Insurance
Client intake and compliance workflow assessment
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Government & Compliance
Document and reporting workflow assessment
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Restaurants & Hospitality
Customer and staff workflow assessment
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E-commerce & Retail
Order and inventory workflow assessment
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Services Offered
Choose a starting point. We confirm requirements, scope, and feasibility before work begins.
Custom AI Services
Done-for-you custom builds, scoped to your business and built around the agreed workflow.
Explore Custom Services →Templates
Done-for-you starting points that are configured and validated for the agreed scope.
Explore Templates →Monthly Maintenance
Ongoing maintenance and iteration for a scoped workflow, priced separately each month.
Explore Maintenance →Free AI Audit
Discuss your current process and identify where AI may fit before choosing what to build.
Request an AI Audit →Featured insights
Explore practical guidance on AI agents and automation. Explore done-for-you templates → · Browse all insights
Workflow Planning · November 2026
Designing Human Review and Fallbacks for AI Workflows
Plan approval, escalation, and recovery paths for workflows that involve AI-generated drafts or routing.
Read the review guide →Choose how to work with us
Choose templates, custom builds, or both. We confirm project scope, feasibility, and pricing before work begins.
Custom Builds
$500–$10,000 one-time
A done-for-you custom project scoped to your business and agreed workflow.
Discuss a Custom Build →Templates
$500–$1,500
A done-for-you starting point configured and validated for the agreed scope.
Explore Templates →Monthly Maintenance
$99–$2,000 per month
Ongoing maintenance and iteration for a scoped workflow.
Discuss Maintenance →Tell us about your business
Describe your business and the process you want to improve. We’ll review where a custom AI workflow may fit and discuss scope and pricing.
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1
Describe the process
Share your industry and the work you want to discuss.
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2
Scope where AI may fit
We review the workflow, constraints, and any systems that may need to be assessed.
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3
Review next steps
We discuss the proposed scope, project build price, implementation, and ongoing maintenance.
Start your transformation
✓
You're on your way!
We’ll review your submission and follow up about scope and next steps.
Frequently asked questions
How custom AI work is scoped for your business.
What does the done-for-you service include?
We review a business process, scope a custom workflow, and implement the agreed work. Customers can choose templates, custom builds, or both; monthly maintenance is also available.
Who is this for?
Directiveai.ai works with businesses across industries. Explore the industry pages or describe your workflow in the intake form.
How are workflows and integrations scoped?
We review the process and confirm requirements, feasibility, and requested system connections before they are included in the agreed scope.
What offers can I choose from?
Templates are $500 to $1,500, custom builds are $500 to $10,000 one-time, and monthly maintenance is $99 to $2,000/month. You can choose templates, custom builds, or both.
How do I get started?
Use the intake form to describe your business and workflow, or review custom service pricing and done-for-you templates.
Explore custom AI for your business
Start with a workflow you want to improve. We’ll identify where AI may fit, scope a custom build, and discuss implementation and maintenance.