For Founders/CTOs Bleeding $5k+/Month on Manual Work to Automation Workflow
Automation Workflow
Automation Workflow
Automation Workflow
Automation Workflow
Automation Workflow
Automation Workflow
Automation Workflow
Automation Workflow
Step 0: Stop Automating Chaos
“Automating broken processes is like putting lipstick on a pig. Fix the workflow FIRST.”
The 3 Non-Negotiables with the Automation Workflow
- >50 repetitions/month (volume is king)
- Clear rules (think “if X → then Y”)
- Low emotional IQ needed → Quick test: “Could an intern handle this with a checklist?”
Step 1: Find Your Cash Bleed
1.1 Low-Hanging Fruit (We Always Start With These)
- Customer ticket triage (tagging urgency/topics)
- Invoice data entry → QuickBooks
- Social media repurposing (long-form → snippets)
1.2 Calculate the Bleed
(Time per task ⨉ Frequency ⨉ $150/hr) + (Error rate ⨉ Cost per error)
Real example:
15 min/invoice ⨉ 80x/mo ⨉ $150/hr
- (10% errors ⨉ $200) = $1,300/month wasted
Want our free Task Audit Template? → Download Here: Task Audit Template
Step 2: Diagnose with the Automation Workflow
Step 3: Prioritize Like a Pro
Effort vs. Impact Matrix
Only automate tasks where:
- Impact Score (Time Saved ⨉ Strategic Value) ≥ 7/10
- Effort Score (Dev Hours + Maintenance) ≤ 4/10
Crawl-Walk-Run Framework
| Phase | Timeline | Goals |
|---|---|---|
| Crawl | Weeks 1-2 | 1 workflow, <5k tasks |
| Walk | Month 2-3 | Add error handling |
| Run | Month 4+ | Predictive features |
Step 4: Build Without Blowups
Tool Stack Cheat Sheet for Automation Workflow
| Scenario | Tools |
|---|---|
| <100 tasks/mo | Zapier/Make |
| Scaling + complex logic | Python/LangChain |
72-Hour Validation Sprint
Ecom client example:
- Day 1: Built GPT-4 parser for return reasons
- Day 2: Auto-tagged fraud risk (89% accuracy)
- Day 3: Zendesk integration → 70% fewer manual reviews
Need a custom solution? → Book Technical Blueprint Session
Step 5: Scale Smart
KPIs That Matter
- ↓ Team handoffs
- ↓ Customer resolution time
- ↓ Compliance fines
Maintenance Reality Check
“AI models decay like bananas. Budget 20% dev time for monitoring.”
TCO Formula
[Dev cost + (Infra ⨉ 36) + (Maintenance ⨉ $150 ⨉ 3)] / (Savings ⨉ 36) > 1.5x
Reckap’s Battle-Tested Wins
Case Study: SaaS Onboarding
- Automated personalized demo scheduling
- Sales cycle 14 → 7 days
- Result: 22% more trial → paid conversions
Security Must-Haves
Zero third-party data retention
PII masking before processing
Audit logs for all AI-human handoffs
Your Execution Path
3 Ways to Implement
- DIY: Use our stack (Python/LangChain/React)
- Hybrid: We build → your team maintains
- Done-For-You: We handle everything
Choose #3 if:
- Errors cost $$$ or compliance headaches
- Your dev team is overwhelmed
- You’re tired of playing whack-a-mole with scaling issues
Free Technical Blueprint
“In 10 minutes, we’ll:
- Identify your top 3 cash-bleeding tasks*
- Map your automation roadmap—no sales pitch, just actionable insights.”
For Founders/CTOs Only (3 Spots Weekly)
Ready to automate? Book a Technical Blueprint Session or Want to tell us about business first?
“We onboard 1-2 clients/month. If you’re losing >$5k/mo to manual work, let’s talk.”
Appendix: Reckap’s IP
Tech Stack
- Python (LangChain, LlamaIndex)
- React frontend
- Firebase/Pinecone for state
- AWS Bedrock (avoid OpenAI lock-in)
ROI Calculator Template
INPUTS: [Time saved/wk], [Hourly cost], [Error reduction], [Dev cost]
OUTPUT: Monthly $ saved, Break-even point, 12-month ROI
Failure Case Study
Legal doc review bot:
- Mistake: Didn’t account for regional law variations
- Result: 40% inaccuracy
- Fix: Added jurisdiction-specific fine-tuning
