PROTOCOL — PROTO-03
AI workflow automation that earns its place.
For businesses in Winnipeg and across Canada that keep moving the same information between forms, inboxes, spreadsheets, and business systems. I build the focused integration, dashboard, or internal app around that job. AI belongs where judgement over messy text is useful; clear business rules can stay deterministic.
PROTO-03-SPEC
The spec, on one sheet.
A short scoping pass, then something testable. Here is who the protocol is for, what comes out, and how the run ends. Every run ends the same way the bench does: with a verdict.
| Protocol |
PROTO-03 — Operator Tools |
| Best for |
Sales ops · Customer support · Content ops · Reporting workflows · Shopify operations |
| Output |
Internal app or command center · Dashboard · AI-assisted workflow · SOP and handoff notes · Iteration backlog |
| Decision |
Kill it, refine it, pilot it, or productize it — logged either way |
the artifact is the deliverable. the deck is not.
PROTO-03-02
Workflow surfaces
Useful tools sharpen operators instead of burying them in more process.
CRM utility
Support assistant
Content workflow
Commerce operations surface
PROTO-03-03
Start with the handoff that keeps breaking.
An enquiry arrives, someone copies it to the CRM, another person finds missing context, and a follow-up sits in an inbox. A useful first build could gather the fields, flag omissions, prepare a draft, and put it in front of the person who approves the reply. This is an example workflow to scope, not a promise that every system can connect without changes.
Intake and routing
Drafts for review
CRM updates
Exception queues
PROTO-03-04
Measure the current work before replacing it.
Record the number of tasks, handling time, exceptions, and corrections for a representative week. Then compare a small pilot against that baseline. Time saved only creates financial value when the team can put it to use. Include review effort, hosting, API usage, and maintenance in the decision. Sometimes a better form or an existing software feature is the right answer.
Baseline workload
Pilot sample
Human review time
Ongoing operating cost
PROTO-03-05
Plan for the day an integration stops.
Access permissions, API availability, data quality, and subscription limits affect the scope. Agree who owns each account, where data moves, which actions need approval, and how failures are surfaced. A production workflow should have a visible error path and a way to repeat or recover a task safely. Support and monitoring responsibilities belong in the handoff.
Approved data access
Retry behaviour
Audit trail
Manual fallback
PROTO-03-XREF
Pick the protocol that matches the decision you need.
Prepare before you commission.