Step 01T:00
You bring one job
Anything that eats hours every week. Chasing invoices, qualifying leads, screening applicants, onboarding clients. A half-formed idea on a napkin also counts.
01 / Where to start
Not sure what to automate?That’s the first thing we help with.
Fulcrio scans your workflows, finds the repetitive work, and shows you where AI can save time fastest. You do not need a brief, a process map, or a technical team. One job that keeps coming back is enough to start.
Workflow scan · illustrativeComplete · 3/5 → Agent
01.1
Invoice follow-ups
Agent candidate
01.2
Client calls
Keep human
01.3
Lead qualification
Agent candidate
01.4
Applicant screening
Agent candidate
01.5
Pricing negotiations
Keep human
02 / How the call works
Bring a task.
Leave with a plan.
Thirty minutes with the person who will actually size the work. We map one recurring task, decide whether an agent is a fit, and leave you with a clear next step and a price direction.
Step 02T:10
We scan the workflow
We walk through how the work happens today, which tools it touches, and where the repetitive steps hide. Then we tell you honestly what should stay human.
Step 03T:30
You leave with a plan
A recommendation for the highest-leverage automation, a fixed scope, a price direction, and a launch date. Nothing to sign. Nothing to install.
Google MeetLink sent on confirmationWith the Fulcrio teamNo obligation
03 / What we look for
Some work should go to an agent.
Some shouldn’t.
The scan sorts your recurring work into two piles. We only build for the first one.
Hand to an agent
Repetitive, rules-based, inside tools you already use.
The work has a clear trigger, a clear finish, and happens the same way every time. Agents hand ambiguous cases to a named person instead of guessing.
- Lead capture, CRM logging, follow-upAgent candidate
- Invoicing and payment chasingAgent candidate
- Applicant screening and schedulingAgent candidate
- Client onboarding and welcome setupAgent candidate
- Content repurposing across channelsAgent candidate
- NDA and contract signing flowAgent candidate
Keep human
Judgment calls, relationships, and anything ambiguous.
If the work needs context, taste, or trust, it stays with your team. Agents escalate to a named person with full context attached, instead of guessing.
- Client calls and account relationshipsHuman
- Pricing and contract negotiationsHuman
- Hiring decisionsHuman
- Refund and exception approvalsEscalated
- Strategy and prioritiesHuman
04 / Already on the job
Systems already doing the work.
Every deployment started with the same question you have now. Here is where the first scan led.
05 / Start here
Put an agent
on the job.
Bring Fulcrio a costly repetitive task, or nothing at all, and receive a clear recommendation and a fixed-scope plan.
- 05.1
You bring
A repetitive task that eats hours every week. Or just the feeling that something should be automated, and you do not know what.
- 05.2
We return
A clear recommendation with a fixed scope, a fixed price direction, and a launch date.
- 05.3
It goes live
The agent runs inside your stack. Monitored in production. Exceptions escalate to your team. The work runs itself.
Discovery CallChoose a time