WorkflowPatch

Send the stuck handoff.

Send the source, destination, and one redacted example. WorkflowPatch replies with the smallest useful scope, exclusions, and proof shape before payment or access.

Open Email Draft View Proofs
  • One source
  • One destination
  • One redacted example
  • No credentials
Fit Check Shape Async only
Source Inbox, form, export, CRM object, ticket, sheet, webhook, or API.
Transform Classify, route, dedupe, summarize, enrich, draft, score, or report.
Destination Review queue, CRM, sheet, helpdesk, alert, report, or draft.

What to send.

Enough to start

  1. Company and website.
  2. The handoff you want patched.
  3. The current source.
  4. The desired destination.
  5. Expected weekly volume.
  6. Any cost-sensitive channels.
  7. No credentials or secrets in the first email.

Even better

  1. Two example inputs that should succeed.
  2. One example input that should be blocked or reviewed.
  3. Known duplicate, missing-field, or API failure cases.
  4. Who approves any customer-facing output.
  5. The deadline that actually matters.

Good first slices.

CRM Sync

  1. One sample source record or trigger.
  2. The matching rule for existing contacts or deals.
  3. The fields that should update in the destination CRM.
  4. One duplicate or conflict case that should be held for review.

Agency Overflow

  1. One approved client workflow brief or request.
  2. The current handoff path and owner.
  3. What must stay internal, draft-only, or approval-gated.
  4. One scope boundary that should block the row.

Document Or Email Review

  1. One redacted document, email, or export sample.
  2. The fields that should be extracted or classified.
  3. The destination row, ticket, draft, or review queue shape.
  4. One malformed or low-confidence case that should not pass silently.

A screenshot, CSV row, copied sample, or redacted payload is enough for the first pass. Do not send passwords, API keys, live customer secrets, or regulated data.

What happens next.

1. Fit Check

WorkflowPatch replies with the smallest useful version that can be built and tested.

2. Written Scope

If it fits, you receive a fixed one-source, one-transform, one-destination scope.

3. Build And Handoff

Work starts after payment and access or sample-data readiness. Delivery includes QA evidence, logs, and a runbook.

No implementation starts from the free fit check. Payment links are sent only after written scope is accepted.

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