# Overview

The AI Automator is TEAI's delivery program. It takes the automation opportunities identified in the AI Roadmap and builds them into production workflows. Every workflow is custom-built around the client's specific processes, tools, and data.

**What the client gets:** 2-5 production-ready automation workflows, fully tested, deployed, and monitored.

**Timeline:** 4-6 weeks from onboarding to go-live (per workflow batch).

**Typical flow:**

```
Client Setup (30 min)
    → Onboarding Call (30 min)
    → Credential Request (90 min)
    → Workshop (90 min)
    → Development (2-4 days/workflow)
    → Dev Check-ins (weekly)
    → UAT (3-5 days)
    → Sign-Off & Go-Live (2-3 hrs)
    → Transition to AI Accelerator
```

***

### SOPs

| Order | SOP                                                                                              | Duration          | Outcome                                               |
| ----- | ------------------------------------------------------------------------------------------------ | ----------------- | ----------------------------------------------------- |
| 4     | [Client Setup](https://internal-docs.theentourageai.com/ai-automator/client-setup)               | 30 min            | Folder structure created, welcome email sent          |
| 5     | [Onboarding Call](https://internal-docs.theentourageai.com/ai-automator/onboarding-call)         | 30 min            | Client understands the journey, all calls booked      |
| 6     | [Credential Request](https://internal-docs.theentourageai.com/ai-automator/credential-request)   | 90 min            | All API credentials collected and stored securely     |
| 7     | [Workshop](https://internal-docs.theentourageai.com/ai-automator/workshop)                       | 90 min            | Process details extracted for development             |
| 8     | [Development](https://internal-docs.theentourageai.com/ai-automator/development)                 | 2-4 days/workflow | Workflow built and internally tested                  |
| 9     | [Dev Check-ins](https://internal-docs.theentourageai.com/ai-automator/dev-check-ins)             | 30 min/week       | Client informed of progress, no surprises             |
| 10    | [UAT](https://internal-docs.theentourageai.com/ai-automator/uat)                                 | 90 min + 3-5 days | Client stress-tests workflow before go-live           |
| 11    | [Sign-Off & Go-Live](https://internal-docs.theentourageai.com/ai-automator/sign-off-and-go-live) | 2-3 hrs           | Workflow deployed, client transitioned to Accelerator |

***

### Architecture

```
n8n Trigger → HTTP Request (POST) → Modal Endpoint (FastAPI/Python) → JSON response → n8n continues
```

* **n8n handles:** triggers, data source reads, data writes, error notifications
* **Modal handles:** data transformation, AI/LLM calls, web scraping, output formatting

***

### Key Principles

* **Credentials are collected on a call, not via email** -- security first
* **Weekly check-ins keep the client informed** -- no surprises at UAT
* **UAT is active stress-testing, not a passive demo** -- clients try to break it
* **Ben handles sign-off and payment** -- dev handles the build and handover
* **Everything is documented** -- call notes, test reports, handover docs

***

### What Happens Next

After Sign-Off & Go-Live, the client transitions to the [AI Accelerator](https://internal-docs.theentourageai.com/ai-accelerator/ai-accelerator) for ongoing support, monitoring, and expansion.