Build AI into the work your business does every day.
Palma Labs designs and builds AI workflows around your tools, team and business goals. We agree on the job, test a working pilot and train your team to use it, with access and approval rules built into the scope.
From the first question to daily use.
Start with the people doing the work. Explore each phase below to see what we do, what your team contributes and what comes next.
Free call
Name three tasks to explore for automation. Choose the bottleneck worth a closer look.
Your part: Bring a recurring task and the tools you use.
Audit and scope
Map the process, connections, access and approval rules. Agree on deliverables, a baseline, fee, timeline and support.
Your part: Review the scope and define who owns the workflow.
Build and pilot
Connect agreed sources and test a working setup with representative tasks. Check accuracy, exceptions, failed connections and approvals.
Your part: Review the output and confirm the acceptance checks.
Train and support
Practice daily use, document how to pause or recover and agree on ongoing support. Review the results before expanding.
Your part: Name a workflow owner and keep responsibility for business decisions.
A working setup your team can understand.
- A written workflow scope
- The included work, systems, responsibilities, deliverables and completion checks.
- The configured workflow
- The agreed tasks, connections, outputs and review steps, demonstrated with representative work.
- An evaluation record
- Test examples, results, known limitations and the decisions made before rollout.
- An operating guide and handover
- Instructions for daily use, access, approvals, common issues and pausing or recovering the workflow, with a named owner.
The agreement sets the delivery period, project fee and included training, handover and follow-up review. Additional workflows, connections and continuing support are agreed separately.
Clear access, approvals and a way to recover.
Palma Labs builds security into implementation: scoped access, clear data handling and tested boundaries before an automation goes live.
- Access and data. Which accounts and information are included, who may see outputs, and how records are handled.
- Human approval. Which messages, commitments and financial or sensitive changes require an authorized person.
- Failure and recovery. Who is told when something fails, how to pause or remove access, and how to resume or return to the manual process.
Check whether the work becomes easier.
Compare the same workflow before and after rollout. Include time gathering inputs, preparing work, reviewing output and fixing mistakes, plus ongoing software costs.
Review those costs alongside accuracy, completed follow-ups and how reliably the team uses the setup. The agreed review should show where it helps, where work remains and what needs refinement.
Start with one process.
Expand across your business.
A successful pilot gives you a starting point for a wider rollout. We plan each new team, location or workflow around its responsibilities, workload and support needs.
- Keep access appropriate to each role
- Review which records each team can use and who may see the output. Add connections only with the right permissions.
- Check capacity before expanding
- Test expected task volumes, response times and failure handling. Review tool limits and ongoing costs before adding more work.
- Give every process an owner
- Define approvals, train the people using the workflow and document support and recovery. Agree on the next phase using the pilot results.
What working together feels like.
Find your first three opportunities.
Free 15-min automation audit: we'll name 3 tasks we can automate in your business.
Bring one recurring bottleneck. No payment or commitment to a project.
Prefer to write? Send a project inquiry.