Operations Handoffs
Kill the glue work between teams: onboarding, offboarding, approvals, and internal requests.
Best for: Heads of Operations, People Ops, IT, and Finance Ops owning inter-team workflows.
The pain
“Every handoff (onboarding, offboarding, approvals, vendor setup, document requests) leaks time, gets lost in inboxes, and creates security risk when it is skipped.”
The outcome
Standardized, automated handoffs with clear ownership, real-time status, and AI doing the repetitive parts.
Ops handoffs are underrated AI territory. We map the handoff, wire it to your tools, automate the deterministic parts with Power Automate or n8n, and add an AI layer for drafting, classification, or decision support.
Engagement snapshot
- Typical timeline
- 3–5 weeks
- Best fit
- Heads of Operations, People Ops, IT, and Finance Ops owning inter-team workflows.
What gets automated
The mechanical work, handled.
- New-hire and offboarding provisioning and deprovisioning
- Approval routing with AI-drafted justifications
- Vendor and procurement setup
- Internal request intake with AI classification and routing
- Status tracking and nudges
Recommended tools
We pick per workflow. Not per vendor.
Common stacks we combine for this use case. Your existing tools inform the final recommendation.
- Power Automate for Microsoft 365 environments
- n8n / Make for multi-system plumbing
- OpenAI / Claude for drafting and classification
- Entra ID / Okta for identity automation
Representative scenario
A growing company with ~8 new hires a month lost 3–4 hours per hire across IT, HR, and Ops. A unified automated handoff brought it under 30 minutes with fewer access mistakes and a better first-day experience.
Composite scenario based on typical engagements. Client-specific results depend on scope, data quality, and baseline.
Questions
What teams ask before they automate this.
No. We build on top of what you use (BambooHR, Rippling, Workday, ServiceNow, Jira). Automation lives on top of your system of record.
How we help
Engagements that ship this outcome.
Workflow Automation Assessment
Find where AI and automation save your business ten or more hours a week. Ten days, written roadmap.
Explore2–4 weeksPower Automate Workflow Engineering
Automate recurring Microsoft 365 work with Power Automate, with AI where it earns its keep.
Explore3–4 weeksAI Agent Sprint
Ship a production AI agent that takes recurring work off your team in three to four weeks.
Explore2–3 weeksWorkflow Automation: Zapier, Make, n8n
Low-code automation for the SaaS layer above your AI. Wired to ship, not a demo that stalls.
ExploreWant this running in your business?
20 minutes on the phone tells us if this fits. No pressure. If another engagement makes more sense, we will say so.