Prepare the foundation
Work with your administrator on licences, access, shared folders, brand rules, templates, and the controls your chosen skills need. Software is purchased separately by your business.
Foundation setup & skill build
AI workflow implementation
Practical AI skills for agencies and professional-service teams
CrestBird helps turn an assessed workflow into skills your team can use in its approved systems. Each skill does one defined job, with a named reviewer and clear controls over what happens next.
Discuss your workflowPrepare, build, and launch
Interview the task owner
Understand how the job is done today, what a good output looks like, and which exceptions need a person. Define the skill’s inputs, output, and review point.
Build and test
Build in your approved environment and test using existing work. Confirm the reviewer, the handling of flagged issues, and the designated owner’s ability to pause or stop the chain.
Launch with the owner
Provide short written instructions and support the first live run. The owner confirms the result before the work moves on.
Skill build and launch in as little as a week. Timing depends on complexity, access, and team availability.
One skill does one job
A skill is a reusable set of instructions and steps for a defined task. Examples include a brief intake summary and gap list, a meeting recap, a check against approved brand rules, or an hours and team forecast. The right skills depend on your assessment and tools.
A skill chain connects these tasks into a sequence ending at a named person’s review. If an issue is flagged, the handoff stops until the reviewer clears it. A named person approves and releases client-facing work.
Questions about implementation
Who owns the skills?
Your business owns and runs the skills built in its environment. For Microsoft 365 engagements, that means building in your Microsoft 365 with your administrator’s involvement.
Can we start with one skill?
Yes. Choose one skill and add more later. A unique skill used at several workflow steps is built and priced once.
How is implementation priced?
Foundation setup is hourly with an agreed cap. Skill builds have a fixed fee per unique skill. Scope and fees are agreed before work begins.
Is ongoing support included?
Written instructions and support for the first live run are included in the build. Ongoing maintenance, changes after acceptance, broader training, and reporting are scoped separately.