been running an AI Automation Agency for 3+ years now. here's the thing nobody tells you when you start.
your first 10 clients will all ask for the same thing. "we just need something simple." and you'll build them something simple. and it will break. not because you're bad at your job. because "simple" is a lie they tell themselves about a process that's actually held together with tribal knowledge, exceptions, and one guy named Dave who remembers how everything works.
the job isn't building the automation. the job is figuring out what's actually happening before you touch a single tool.
I used to start building on day one. client describes the process in a kickoff call, sounds straightforward, I go build it. two weeks later I demo it and they go "oh but sometimes the supplier sends a PDF instead of an email" or "oh but when it's a bulk order Alex handles it differently." every single time.
now I spend the first week just watching. I sit with whoever actually does the work. not the founder. not the ops manager. the person who does it every day. and I write down everything. not the process as it should work. the process as it actually works at 9pm on a friday when three things are going wrong simultaneously.
that week of watching has saved me from rebuilding projects more times than I can count.
the other thing. real data is disgusting. your test data is clean because you made it. real invoices are photos taken at an angle in bad lighting. real customer names have weird characters in them. real spreadsheets have merged cells and hidden rows and a column that says "DO NOT DELETE" with no explanation.
build for that. not for your clean CSV.
anyway. been building these systems for a while now. happy to answer questions if anyone's in the weeds on a specific automation problem. no pitch, just been down most of the roads.