If we emailed you, it is because we think this could help.

Run a free AI Workflow Discovery Pilot.

Book a call, install Go2 on one worker machine for 2 weeks, and get back a Workflow + AI Opportunity Package while keeping your workers’ raw workflow data private and on their machine.

Go2 captures workflow telemetry locally, turns it into useful findings, and shows what should be fixed or automated next. Processing is handled with ZDRZero Data RetentionProcessed primarily through Google Vertex, with other ZDR-compatible provider paths available when needed. Prompts and responses are not retained for training, and we do not retain your raw workflow data either.. If you want help implementing the changes after that, we can do that too.

TelemetryTelemetrySee how work really gets done — privately, on each machine.
Insight GenerationInsight GenerationSpot wasted time, broken steps, and the best places to automate.
AutomationAutomationPut repetitive work on autopilot so your team can focus elsewhere.
OrchestrationOrchestrationManage it all, catch issues early, and find the next thing to automate.

No rollout. No workflow change. This can take less than an hour of your team’s time and surface changes that could save hundreds of hours a month across the team, often with very little time or money required to implement.

A simple 3-step start.

Step 01

Book the Workflow + AI Discovery Call.

We talk about your team, your goals, the workflow you want to improve, and the questions you want the package to answer.

Step 02

Install on one machine.

We install the Go2 desktop agent on any worker machine you choose. It runs for 2 weeks and captures the workflow signal locally.

Step 03

Get your package.

We send you a Workflow + AI Opportunity Package for that role and workflow: findings, confidence scores, automation opportunities, and the real tools, loops, and workarounds shaping the job.

What the pilot actually is: we instrument one real role, build a Workflow + AI Opportunity Package, show you what to fix or automate, and in some cases even write automations for you based on your existing tool stack. Then you can decide what you want to do from there.

Privacy and handling: raw workflow data stays private and on the worker’s machine. Processing is handled with ZDRZero Data RetentionProcessed primarily through Google Vertex, with other ZDR-compatible provider paths available when needed. Prompts and responses are not retained for training, and we do not retain your raw workflow data either., and if you need stricter handling or a customer-managed environment, we can talk through that on the call.

What You Get

Based on real client outputs, with specific details altered to protect privacy.

Each package is structured off the call, so the format, emphasis, and tone shift based on the workflow and who will actually be using it.

Meridian Home Co
Preview of the Meridian Home Co team discovery.

Meridian Home Co

6 team members 195-240 hrs/mo recoverable $8-15 API cost/mo

Small e-commerce team package with concrete findings, implementation tiers, and delivered tools.

Open full example
Lakeview Insurance Group
Preview of the Lakeview Insurance Group team discovery.

Lakeview Insurance Group

11 team members 618K records 387-491 hrs/mo recoverable $175-280 AI cost/mo

Insurance operations package focused on disconnected systems, workflow configuration gaps, and revenue-enabled automations.

Open full example
Role-based individual examples

Real role-based Workflow + AI Opportunity Package examples pulled from the current library. Names and identifying details are changed, but the work shape and findings are real.

Individual example
Preview of the Customer Service Lead individual discovery.

Customer Service Lead

Queue friction, AI workarounds, and hidden revenue leverage buried inside support work.

Open example
Individual example
Preview of the Bookkeeper individual discovery.

Bookkeeper

Ledger loops, reconciliation drag, and immediately installable finance automations.

Open example
Individual example
Preview of the Executive Operations Administrator individual discovery.

Executive Operations Administrator

Control-desk operations, approval routing, and back-office busywork that should not stay manual.

Open example
Individual example
Preview of the Founder individual discovery.

Founder

Leverage, context routing, install order, and where judgment should become reusable instead of staying trapped in one person.

Open example
Individual example
Preview of the Proposal Ops Coordinator individual discovery.

Proposal Ops Coordinator

Decks, proposal production, shipped hooks, and the response-pack builder sitting behind the report.

Open example
Individual example
Preview of the Social Media Operations Lead individual discovery.

Social Media Operations Lead

Editorial workflow, content batching, and campaign operations turned into an install-first discovery.

Open example

How It Works

How it works

Cowork.ai

Collection layer, handling, and architecture.

How it works

Company background

Go2.io

The operating company behind this pilot.

View Go2.io

If some of the terms in these packages feel unfamiliar, that’s normal. Our approach is built so non-technical teams can put useful closed-loop automations in place without needing to become engineers.

How to Build Useful Closed-Loop AI Automations for an SMB · AI workflow building blocks by platform

Ready to start?

Book the call. We'll walk through one real workflow and figure out the rest from there.

Prefer to text? (415) 489-0160 · Email [email protected]

Then you choose how to move forward.

Option 01

Implement the changes yourself.

We give you the findings and recommendations so your team can act on them directly.

Option 02

Light implementation.

If you want help getting the first changes in place, we can help you set things up.

Option 03

Expand to a full team discovery.

If the first package is useful, we can expand this to more people and figure out the next step together.

FAQ

Short answers to the obvious questions.

What is Go2, in plain language?

Go2 looks at how work actually happens instead of relying on docs, SOPs, or memory. It turns workflow telemetry into useful findings first, then into better decisions about what should be fixed, standardized, or automated.

What stays private and how is it handled?

The raw workflow data stays private and on the worker’s machine. Processing is handled with ZDRZero Data RetentionProcessed primarily through Google Vertex, with other ZDR-compatible provider paths available when needed. Prompts and responses are not retained for training, and we do not retain your raw workflow data either., and if you need tighter controls or a customer-managed environment, we can structure around that.

What do we actually get back?

You get back a Workflow + AI Opportunity Package: findings, confidence scores, automation opportunities, and a better read on the tools, workarounds, and loops actually shaping the job.

What makes this different from another AI tool pitch?

Most AI tools start with docs, prompts, or a cleaned-up version of the process. Go2 starts with the work as it actually happens, which gives you a much better shot at creating measurable ROI instead of just adding another layer of software.

What happens if it is a fit?

If the package is useful, you can implement the changes yourself, have us help with light implementation, or expand it into a broader team discovery and implementation path.

What does it cost after the pilot?

The free pilot covers one person for two weeks. If it's useful and you want to expand, we scope a paid engagement on the call — priced by team size, not per seat. You keep the package from the pilot either way.