- Pre-kickoff readiness check and stakeholder alignment
- 1–3 discovery sessions and workflow mapping
- Business Impact Alignment and baseline capture
- AI opportunity backlog and use-case prioritisation
- SMART objectives and documented agent-fit decisions
Turn fragmented work into measurable AI-powered operations.
Cyprex identifies the workflows consuming the most time, prioritises the highest-impact AI opportunities, builds the right monday.com AI solution, and stays through adoption so the improvement can be measured.
AI that improves the way work actually gets done.
The Cyprex AITP is a fixed-scope, outcome-driven engagement — not a bundle of AI features. We connect selected use cases to measurable outcomes, build the solution, enable the team and define the support path after go-live.
Assess. Align. Adopt.
A structured three-phase engagement that moves from business context and AI opportunity to working, tested and adopted workflows.
- Agent-first solution design for every use case
- Triggers, instructions, tools, knowledge and permissions defined
- monday.com board, dashboard and workflow architecture
- POC build, end-to-end demo and refinement cycles
- Testing, exception handling and formal client sign-off
- Role-based end-user, champion and admin training
- Go-live support and adoption monitoring
- Prompt, agent and workflow operating guides
- Internal ownership and escalation path agreed
- Closure health check, sign-off and expansion roadmap
How ready is your organisation for AI?
Readiness does not decide whether a client can start; it helps us decide how to scope the engagement. Lower readiness means a smaller first scope and more emphasis on awareness and adoption.
Define value before designing the solution.
Cyprex asks the client to identify 1–3 impact areas in their own language, captures a rough baseline and agrees a meaningful target. Every selected use case is then written as a SMART AI objective.
Productivity, cost, error reduction, revenue, customer experience or another leadership priority named by the client.
A practical starting point such as hours spent, volume handled, cycle time, error rate or another observable measure.
A direction and order of magnitude that can be revisited at close as a shared business-impact health check.
Current state: project managers spend around four hours each week preparing status reports.
Cyprex objective: reduce weekly project-status preparation to under one hour per project manager by generating a reviewed first draft from live monday.com project data within an 8-week engagement.
Start focused. Prove value. Expand deliberately.
Three modular scopes based on the breadth and complexity of the transformation — not on how many AI features can be switched on.
- AI readiness and Discovery
- 1 SMART-scoped workflow
- Agent-fit decision and approved solution design
- Core monday.com workflow + KPI view
- POC, testing and client validation
- End-user training + documentation
- 30-day post-launch support
- Full readiness + Business Impact Alignment
- 2–3 SMART-scoped workflows
- Multiple AI components / agents where appropriate
- Connected boards, dashboards and integrations
- Iterative POC demos and refinement cycles
- End-user + champion enablement
- 60-day monitoring and optimisation
- Organisation-level readiness and impact alignment
- 3–5 prioritised SMART use cases
- Advanced agent / workflow architecture
- Executive dashboards and cross-team visibility
- Custom API / integration architecture where required
- Champion programme + governance guidance
- 90-day support + AI roadmap review
The right capability for the job.
Agent-first does not mean agent-only. For every use case, Cyprex evaluates whether an agent should own the workflow or a meaningful step, documents the decision and then selects the appropriate monday.com AI capability or integration.
monday AI Agents
Autonomous execution for workflows that need context-aware monitoring, decision-making and action based on defined triggers, instructions and permissions.
Evaluate firstSidekick
AI assistance for task action, analysis, content, data and productivity where a user remains directly involved in the work.
Assist & analyseAI Blocks
Repeatable AI-powered extraction, classification, summarisation and enrichment inside operational workflows.
Process at scaleAI Workflows
Orchestrate agents, AI components, rules and actions into a coordinated multi-step process.
OrchestrateVibe Apps
Custom interface experiences where a tailored UI adds value on top of the workflow or agent executing the work.
Interface layerIntegrations & Custom Services
APIs, CRMs, databases and custom services when the required outcome extends beyond native monday.com configuration.
Technical depthAI Notetaker
Captures meetings as structured data: notes, decisions, action items and owners. These sync into monday.com items and workflows so nothing agreed in a meeting is lost, and follow-up work starts without manual re-entry.
Capture & convertAI transformation for marketing & creative agencies.
Cyprex specializes in AI-powered workflow transformation for marketing and creative agencies. We use monday.com AI, agents, workflow automation and integrations to improve the operational work around client intake, campaign delivery, approvals, reporting, resource coordination and client communication.
Client Intake & Onboarding
Capture briefs and requirements, qualify incoming work, create the right project structure and trigger the next steps without repetitive manual setup.
Campaign Workflow Orchestration
Coordinate briefs, deliverables, owners, dependencies and deadlines while agents and workflows monitor progress and surface blockers.
Creative Review & Approval
Route assets and copy through internal and client approvals, summarize feedback and keep revision status visible without chasing updates manually.
AI Marketing Reporting
Generate first-draft campaign and client updates from live work data, highlight risks and exceptions, and reduce repetitive status-report preparation.
Client Communication & Follow-Up
Turn meetings, requests and decisions into structured actions, owners and follow-ups so commitments are not lost between conversations and delivery.
Resource & Capacity Coordination
Improve visibility into workload, priorities and delivery pressure so teams can assign work more intelligently and respond earlier to capacity risks.
Specific workflows, not generic “AI transformation”.
These are the agency workflows Cyprex focuses on, each sold as a specific business process. AI capability names sit underneath as the implementation stack. The same patterns can be applied to other industries where the business problem and measurable outcome justify the fit.
Client Brief Intake & Triage
Capture incoming briefs, check them for missing information, set priority, create the right project structure and assign an owner.
Creative Review & Approval Routing
Route assets and copy through internal and client approvals, summarise feedback and flag overdue reviews before deadlines slip.
AI Campaign Status Reporting
Generate first-draft client updates from live campaign boards, highlight risks and prepare reports for account manager review.
Deadline & Blocker Monitor
Watch deliverables, dependencies and due dates across campaigns, then surface blockers and suggest next actions to the owner.
Meeting-to-Action Follow-Up
Turn client calls and internal meetings into tasks, owners and due dates in monday.com, with a follow-up summary drafted for review.
Resource & Capacity Alerts
Compare workload with incoming work, spot overloaded teams early and recommend how to rebalance assignments.
Campaign Data Consolidation
Pull performance data from ad platforms, analytics tools and spreadsheets into monday.com boards, with exceptions flagged for human review.
Your Use Case
A use case is a specific implementable workflow, not a department or system. Discovery helps us get to the process underneath.
Talk to us →What good looks like, by the numbers.
Success measures are defined before build and revisited during testing, go-live and project close. Adoption matters, but it is not the only outcome.
Hours saved · manual work reduced · throughput
Track how much time and capacity the new workflow returns to the team.
Error rate · rework · SLA misses · exceptions
Measure whether the new workflow improves consistency and reduces preventable operational risk.
Revenue · cost · response · cycle time
Use the client-selected impact measure defined during Business Impact Alignment.
Active usage · coverage · internal ownership
Check whether eligible work is actually using the new process and whether internal owners can operate it independently.
More than configuration. We stay responsible for the outcome.
The Cyprex AITP combines structured discovery, agent-first thinking, measurable delivery and technical depth beyond standard platform configuration.
We lead with the workflow and desired outcome. AI features are the implementation mechanism, not the sales headline.
Agent fit is evaluated and documented for every selected use case before another capability is chosen.
APIs, CRMs, PostgreSQL, cloud services and custom integrations can be incorporated when the workflow requires them.
Baseline, target, SMART objective and post-launch health check are part of delivery from the beginning.
Training, internal ownership, monitored go-live and operating documentation are included in the path to completion.
Start with a measurable workflow, prove value, then expand into connected use cases when the evidence supports it.
The relationship can continue after handoff.
For clients who want ongoing ownership, Cyprex can continue as a managed AI transformation partner.
Review agent behaviour, prompt quality, exceptions and bottlenecks.
Monitor AI workload and tune architecture for value, reliability and cost.
Revisit the agreed business outcomes and watch for adoption drift.
Identify the next use cases ready for prioritisation and modular expansion.
Find the first workflow where AI can create measurable value.
A Cyprex Discovery session starts with your business priorities and current workflows, then turns the strongest opportunities into a practical AITP scope.
Or email jacob@cyprex.co.za