A clear first step / $300 USD

Find the right first workflow.

If a report, handoff or approval keeps getting stuck, we look at how it works. We map one process, find what gets in the way and recommend a practical next step. The review can cover Microsoft tools, Zapier, Make, n8n or a mix of apps. We can also check whether an AI step would help.

Start a workflow review brief See a sample written review

Work directly with Felipe Quintana. Start with a brief description and a free 20-minute call to see if I can help.

The starting point

For a process that keeps causing extra work.

You rebuild the same report, chase updates or copy information between tools.
You know who is responsible, but it is hard to explain how work passes between people or what happens when something goes wrong.
You want to decide whether a small change, a reporting sprint or an app is the sensible next step.

What you receive

Leave with something you can use.

The review gives you a written plan. You can use it whether or not you hire me to build anything afterward.

Current process map

A map showing who is involved, what information they use, what they decide and how work passes between them, including where it gets held up.

Problems and possible improvements

A written summary of data quality, who is responsible, who has access and which tools the process needs, focusing on what matters next.

Practical recommendations

Options in order of priority, such as clearer field definitions, a simpler manual process, a reporting workflow or a small app.

Next-step estimate

An outline of the recommended work and an estimate of the effort, with assumptions and unanswered questions listed.

What is included: The $300 review covers one process, the working session and written recommendations. Building the solution, detailed design, moving data and ongoing support must be agreed separately.

How we work

From a recurring frustration to a clear decision.

Step 01
Check the fit
Use the project brief to describe the process, owner and desired result. A free 20-minute call checks whether the review is the right start.
Step 02
Map one process
In the 60-minute working session, walk through a recent example, the people involved and what happens when something is missing or late.
Step 03
Review the recommendation
Receive the process map, a summary of the limits and a written recommendation. Any follow-on work is agreed separately once we know what it includes.

Sample written review / Entirely made-up data

What you would receive after the session.

Process: a small studio copies new requests from its inbox into a task list. This invented sample has five requests: one without an owner, two unfinished requests past their due date and one repeated arrival of the same request.

Finding: the team needs a shared request ID and a clear owner before adding automatic reminders. Otherwise a repeated message can create another task, and a reminder still has nobody to act on it.

Recommendation: keep one request register, require an owner or a visible review state, and agree the overdue rule. Then assess one connection from intake to the task list.

Before estimating the build: confirm that the source supplies a stable request ID, the task tool supports the required actions and someone owns failed runs. The written estimate would state those assumptions and any open questions.

Describe one process for a review

This is a sample of the review format, not a client engagement, completed automation or measured result. The $300 review includes written recommendations. Implementation is separate.

Checks to agree before building

A repeated request stays one request.Replay the same request ID. Expect one destination record. A new request from the same person remains separate.

A missing owner stays visible.Leave the owner blank. Expect a review item, with no invented assignee or false completion.

Overdue means the same thing.At the fixed sample date, flag the two unfinished items due earlier. Exclude the completed item and the item due that day.

Expected checks for the proposed workflow. These are not recorded platform test results.

Before we start

A few practical questions.

Is the fit call the same as the paid review?

No. The free 20-minute fit call checks the problem, owner and scope. The $300 review includes a separate 60-minute working session and the written deliverables listed above.

What if the recommendation is not to automate?

That can be the right result. Clearer field definitions, someone taking responsibility or one shared source may help more. The recommendation depends on the process and its limits.

Can we review several departments at once?

This offer covers one process. If the problem involves several workflows, we choose one useful part to start with or propose a wider review.

Do I need to share confidential files?

Start with a description or redacted sample. Any later access or transfer of sensitive material is agreed with the appropriate owner before it happens.

Does the fee include building the solution?

The review includes analysis and written recommendations. Building the solution is planned and priced separately. You do not have to buy a follow-on project.

Choose your next step

Describe the workflow you want to improve.

Tell Felipe what happens now, who owns it and where it gets difficult. A short description is enough to start.

Start a workflow review brief

Prefer email? felipe@getquintera.com
No payment or commitment on this page.