Kickoff Workshop: 1-hour virtual session over call with your stakeholders to map out pain points, success metrics (e.g. reduce manual hours by X%, improve data freshness by Y%).

Data & Systems Audit: We catalogue your data sources (databases, APIs, sheets), existing tools (CRMs, ERPs, Slack), and user roles.

Solution Blueprint: Deliverable: a one-page “Solution Canvas” outlining key workflows (e.g. “Lead data → RAG bot → Sales CRM”), major integrations, and a project roadmap with milestones.

Wireframes & Flow Diagrams: Visual sketches of the main screens (chatbot interface, dashboard) and flowcharts of no-code automations.

Data-Flow Specifications: Detailed table listing each data input, transformation rule, and output destination (e.g. “API → sanitize → FastAPI endpoint → BI”).

Tech Stack & Architecture Doc: Define which parts use N8n (No-code) workflows, where we’ll write Python microservices, what RAG model to host, and how everything communicates.

No-Code Automation Sprint: We build core N8n workflows—connect your apps, configure triggers (e.g. new row in Google Sheets → Slack alert).

RAG Chatbot Prototype: Leverage OpenAI + vector DB to power a simple Slack or web chatbot answering key use-cases tailored to your business needs (e.g. “What’s our latest sales figure?”).

Lite UI & API Endpoints: Spin up Flask/FastAPI services with one or two UX screens (or a Flutter mini-app) to demonstrate end-to-end flow.

Demo & Feedback: 1-hour review session—collect your tweaks, prioritize additions, and refine for phase two.

Live Orchestration: We promote your vetted N8n or custom workflows from “sandbox” to production—flipping switches, pointing to live databases, and validating end-to-end connectivity.

Agentic AI Roll-out: Spin up your CrewAI-style, multi-agent pipelines (e.g. task-delegating bots, data-fetching crawlers) via Docker or your preferred cloud. Connect them to web-scraping routines or the OpenAI SDK as configured in development.

Secure Connectivity: Configure and rotate API keys, set up OAuth flows for any third-party services (CRMs, Slack, Google Sheets), and lock down webhooks behind your domain and firewall.

Monitoring & Health Checks: Deploy lightweight heartbeats (e.g. simple Cron jobs or webhook-driven pings) so you always know your automations and agents are online—and surface failures in real time.

Training & Handover:

• Live Walkthrough (2 hr): We’ll run through each production flow and agent, show you how to tweak triggers, scale out crawlers, and update RAG prompts.

• Runbook (10 pp): A concise handbook covering connection details, process diagrams, command snippets, and instructions for safely iterating on your live workflows.

Performance Tuning: After 2–4 weeks in production, we analyze logs & usage metrics—optimize slow API calls, prune unused workflows, fine-tune RAG prompts.

Feature Roadmap: Based on user feedback, we propose next-gen features (e.g. multi-agent coordination, advanced analytics dashboards, new data sources).

Ongoing Retainer Options: Choose from ad-hoc support (hourly blocks) or a monthly retainer (e.g. up to X updates per month, SLA-backed response times).

Knowledge Transfer: We’ll provide updated docs, video snippets of new flows, and optionally train a “bot” that summarizes change-logs for your team.