We help small teams put Claude and plain automation to actual work — not a pilot that impresses a meeting and dies in a tab. That means four unglamorous things: choosing tasks, controlling access, connecting systems, and writing down the rules.
choosing the tasks
Some tasks are worth handing to AI and some aren't. We pick the first kind: work where drafts are cheap to check, volume is real, and a mistake is visible before it costs anything.
Part of the job is saying which tasks it isn't good at — that sentence is in our homepage copy because we mean it.
access without exposure
ai access is data access.
We set it up so the tool sees what it needs and nothing else — which accounts, which permissions, which data stays out entirely. This is the same discipline as our systems and access work, applied to a new kind of user.
connected where it helps
Claude gets more useful when it can see your own systems — commerce data, documents, tickets — and connecting it is often where the real value is. Connections are scoped like every project here: whole, not siloed, because an AI integration touches the same map as any other one.
And when two of your systems should talk to each other directly — store to accounting (Shopify to NetSuite), a spreadsheet that's really a workflow, orders re-typed into another tool — we wire that up: scoped access, data mapped, checked on both sides. Not everything should be automated; part of the job is saying which is which.
rules people actually follow
A one-page written standard: what to use it for, what never to paste into it, how to check its output. Short enough to be read, specific enough to be followed.
questions
Which tasks should we hand to Claude first?
Work where drafts are cheap to check, volume is real, and a mistake is visible before it costs anything. Part of the job is saying which tasks it isn't good at.
Is our data safe if the team uses AI?
AI access is data access. We set it up so the tool sees what it needs and nothing else, with written rules: what to use it for, what never to paste in, how to check output.
Do you connect Claude to our systems?
Where it helps, yes — commerce data, documents, tickets. Connections are scoped like any other integration.
Can you connect our store to our accounting system?
Yes — same discipline as connecting Claude: scoped access, data mapped before anything moves, and a check that both sides agree. Shopify to NetSuite, Microsoft 365, Google Workspace.
the first step
a stack review of your data and systems.
Based in Summit, New Jersey — AI adoption work delivered remotely across the US and Europe. From $1,500.
book a stack review