Sales-to-delivery handoff
Turn call notes, CRM fields, email promises, and internal context into a clean handoff packet, risk flags, and next actions.
Managed AI Workflow System
Managed AI workflow systems for repeated business work.
Reppable installs and manages the workflow layer around high-friction repeated work: intake, context, AI assistance, routing, review, documentation, reporting, and monthly improvement.
What it is.
A managed system is the operating layer around one repeated workflow. It combines workflow design, AI-assisted steps, human review, documentation, reporting, and ongoing improvement so the workflow runs more reliably without becoming another internal project.
Who it is for.
The managed system is for teams where the workflow is already important enough to justify recurring support.
The workflow happens weekly or daily
Missed steps create revenue, customer, or operational risk
Context is scattered across tools
People keep making the same judgment calls
Handoffs are inconsistent
Leadership or senior operators are repeatedly pulled in
What is not a fit.
Some workflows are better handled by a sprint, a process cleanup, or no build at all.
One-off automation requests
Personal productivity workflows
Vague AI experimentation
Low-stakes admin tasks
Work with no clear owner or economic cost
What it includes.
Every managed system is scoped around one repeated workflow.
Workflow map
Intake design
Context capture
AI-assisted step design
Review and approval points
Routing and ownership
Documentation
Reporting
Improvement backlog
Monthly system review
Example workflows.
Inbound intake and qualification
Convert messy inbound requests into structured briefs, routing decisions, owner assignments, and follow-up steps.
Renewal and account review
Pull together customer history, usage notes, open issues, CRM context, and renewal risk into a repeatable account review process.
Proposal or quote preparation
Turn customer requirements, prior examples, pricing logic, and internal approvals into a faster quote or proposal workflow.
Customer onboarding
Convert sales context into onboarding plans, internal tasks, customer-facing next steps, and risk visibility.
Ops reporting
Transform scattered updates, spreadsheets, tickets, and notes into reliable reporting and decision support.
How setup works.
The workflow audit comes first, then setup and monthly management are scoped around the system the workflow actually needs.
1
Audit the workflow
Clarify the trigger, owner, inputs, outputs, handoffs, tools, failure points, and business case before setup begins.
2
Scope the system
Define the workflow layer, human review points, reporting needs, setup work, and monthly management rhythm.
3
Install the workflow layer
Configure intake, context capture, AI assistance, routing, documentation, reporting, and exception handling around the work.
4
Manage and improve
Review usage, bottlenecks, edge cases, and improvement opportunities so the system keeps matching the real workflow.
Pricing.
Starts at $5k/month after audit
Most managed systems are structured as 12-month engagements because the work includes setup, adoption, reporting, maintenance, and monthly improvement.
Pricing depends on workflow complexity, systems involved, review requirements, volume, reporting, and how much support the workflow needs.
Some workflows require a setup phase before monthly management begins. Setup is scoped after the audit.
FAQ
Is this a generic AI retainer?
No. The managed system is scoped around one repeated business workflow. The goal is to make that workflow run more reliably, not to create an open-ended consulting queue.
Why does it start after the audit?
The audit confirms whether the workflow is valuable, recurring, specific, and worth systemizing before any recurring management starts.
Why 12 months?
Managed workflow systems are usually structured as 12-month engagements because the work does not end at setup. The system needs adoption, monitoring, reporting, edge-case handling, and monthly improvement as the workflow, tools, team, and business priorities change.
Can we start smaller?
Yes. Reppable starts with a focused workflow audit before any managed system agreement. If the workflow is worth systemizing, the audit defines the scope, setup needs, and whether a 12-month managed engagement makes sense.
Is setup included?
Setup is included when the workflow is straightforward enough to install within the managed engagement. Larger custom builds, integrations, or migrations may be scoped separately before or alongside the managed system.
Can my team own the system later?
Yes. Documentation, ownership, and handoff are part of the system design. Some customers want Reppable to manage the workflow long term. Others want the system stabilized and transitioned internally.
What if the workflow needs a custom build first?
Some workflows require a setup phase before monthly management begins. Setup is scoped after the audit with clear deliverables, timeline, and handoff.
Start with the workflow audit.
Bring one repeated business workflow. The audit decides whether it should become a managed AI workflow system.