CodrAIver Practical automation for SMBs

Clear packages. Safe delivery. Real outcomes.

Start with Discovery to lock scope and success criteria. Then deliver one workflow, prove value, and scale only when it makes sense. Packages replace traditional “services”. Scope is locked before build, delivery is predictable, and ownership stays clear.

How delivery works

A repeatable approach that keeps scope, risk and ownership clear.

1) Understand

Confirm the workflow, success criteria, systems in scope, and exclusions.

2) Design

Map the steps, define checks and approvals, and agree how exceptions are handled.

3) Build & test

Implement in draft/test mode first, validate with real scenarios, then prepare go-live.

4) Go-live

Production release only after approval, with documentation and a clear rollback path.

Human-in-control: AI assists, people stay responsible for decisions.
No surprises: changes are assessed and approved before work starts.

Discovery (start here)

Discovery is a fixed-scope, paid engagement — not free consulting. We lock scope, confirm success criteria, and produce the SOW before any build starts.

What you get

  • Workflow map + painpoint confirmation
  • Systems in scope + access/permissions checklist
  • Automation blueprint (what we build, and what we won’t)
  • Risks/constraints + assumptions documented
  • Draft SOW + recommended package (Starter / Growth / Advanced)
Outcome: clear scope, clear ownership, and a safe delivery plan

How it works

  • Short working session(s) with the people who run the process
  • We validate the “happy path” + exceptions
  • We confirm what “done” means and how results will be measured
  • You receive a simple SOW to approve before build
Next step: choose a delivery package after Discovery is approved

Packages

Delivery packages start after the Discovery which defines scope, success criteria, and the SOW.

Starter

One workflow. One clear pain point. Delivered safely.

Best for

  • Teams new to automation
  • A single workflow that’s wasting time every week
  • Fixed scope and a fast, low-risk win
Typical timeframe: 1–2 weeks (depending on access and responsiveness)

Included

  • Structured intake (success criteria + exclusions)
  • 1 primary end-to-end workflow
  • Up to 3 connected apps (typical)
  • Basic AI step if useful (classify, summarise, draft)
  • Testing, walkthrough, documentation & handover
Outcome: fewer manual steps and more consistent follow-up

Growth

Multiple workflows across systems — built as one coherent operating flow.

Best for

  • Teams using several systems (email, CRM, files, spreadsheets, tickets)
  • Processes that require routing, handoffs and status tracking
  • Consistency across departments and toolsets
Typical timeframe: 2–4 weeks

Included

  • Up to 3 workflows (designed as a connected system)
  • Up to 6 connected apps (typical)
  • Error handling + alerts for common failures
  • AI steps with explicit human review where relevant
  • Production release + stabilisation window
  • Documentation pack (flows, ownership, change guidance)
Outcome: smoother operations with fewer gaps and cleaner data

Advanced

Ops-critical workflows with stronger controls and an optimisation window.

Best for

  • Workflows that affect customer experience, revenue, or operations
  • Approvals, routing, exceptions and deeper logic
  • Teams that want continuous improvement based on real usage
Typical timeframe: 4+ weeks (modular delivery)

Included

  • Modular workflows designed for safe expansion
  • Advanced error handling + monitoring approach
  • AI enrichment/reasoning steps with oversight
  • Dashboards / reporting outputs where relevant
  • Optimisation window after go-live (reduce friction, refine prompts)
  • Knowledge transfer and handover
Outcome: automation that holds up under real operational pressure

Support (optional)

Choose the level that matches how critical the workflow is to your day-to-day operations.

Basic

  • Email-based support
  • Incident acknowledgement
  • No proactive monitoring

Standard

  • Incident triage
  • Minor fixes included (non-scope expanding)
  • Limited monthly maintenance window

Priority

  • Priority response
  • Monitoring & alerts
  • Regular health checks

Change control

Enhancements and expansions are handled as approved change requests so delivery stays predictable.

Bug fix
Minor enhancement
New automation

What’s included (every package)

The guardrails that keep delivery safe and easy to maintain.

  • Clear scope and exclusions
  • Design before build
  • Testing with real scenarios
  • Documentation and handover
  • Client approval before production
  • No destructive actions by default
  • Ownership clarified (who maintains what)
  • Rollback/disable procedure agreed
  • Third-party subscriptions are client-owned
  • Privacy and access handled with least privilege

Not sure where to start?

Start with Discovery. You’ll get a clear scope, a delivery plan, and a draft SOW. Then we build the right package safely.

Contact us