Cyprex AI Transformation Package

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.

Engagement8–16 weeks MethodAssess · Align · Adopt Impact1–3 priority outcomes SpecializationMarketing & creative agencies
8–16 weeks
Typical fixed-scope AITP engagement
3 phases
Assess → Align → Adopt
1–3
Priority business-impact areas
1–5
Readiness score across five dimensions
What We Deliver

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.

🔍
Identify the workflows creating the most frictionDiscovery maps business priorities, repetitive work, handoffs, delays and data gaps before anything is built.
⚙️
Build the right AI-powered workflowAgents, Sidekick, AI Blocks, Workflows, Vibe, automation and integrations are selected based on the use case — not because a feature is fashionable.
📈
Measure business impactEach selected workflow has a baseline, target and SMART objective that can be revisited at project close.
🧭
Leave the client able to own the solutionRole-based training, documentation, champion enablement, operating guidance and a defined support path make adoption part of delivery.
Our Methodology

Assess. Align. Adopt.

A structured three-phase engagement that moves from business context and AI opportunity to working, tested and adopted workflows.

01
Phase One
Assess
Understand before we build. We establish business priorities, readiness, workflows and measurable success criteria.
  • 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
02
Phase Two
Align
Design the right solution, then build and validate it iteratively with real client feedback before go-live.
  • 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
03
Phase Three
Adopt
Launch, enable and hand off in a way that makes the new workflow usable, understood and sustainable.
  • 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
Assess · 20–25%
Align · 45–50%
Adopt · 25–30%
Before We Start

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.

🗄️
Data QualityAre boards, records and source data clean, consistent and maintained?
🧩
Process MaturityAre the workflows repeatable, understood and owned?
🧠
AI AwarenessDoes leadership understand AI's opportunity, limits and risk?
🌱
Change CapacityCan the organisation absorb and reinforce a new way of working?
🎯
Executive SponsorshipIs there a senior owner with authority, time and budget?
Business Impact Alignment

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.

1–3 priority impact areas

Productivity, cost, error reduction, revenue, customer experience or another leadership priority named by the client.

Rough baseline

A practical starting point such as hours spent, volume handled, cycle time, error rate or another observable measure.

Meaningful target

A direction and order of magnitude that can be revisited at close as a shared business-impact health check.

SSpecificDefine the exact AI-powered outcome.
MMeasurableExpress success as an observable number or signal.
AAchievableMake sure the AI can deliver within the engagement.
RRelevantTie the use case to a real business priority.
TTime-boundKeep the outcome deliverable within the agreed scope.
Example SMART objective

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.

Our Packages

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.

PACKAGE 01
Launch
For one team proving measurable value with its first production AI workflow.
Custom Pricing
Up to 8 weeks · 1 team · 1 use case
  • 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
Discuss Launch
PACKAGE 03
Transform
For cross-team transformation with complex orchestration, integrations and governance.
Custom Pricing
Up to 16 weeks · cross-team · 3–5 prioritised use cases
  • 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
Discuss Transform
Commercial approach: Cyprex estimates effort internally, but the client-facing engagement is scoped around the outcome, selected use cases, success criteria and investment — not a bucket of developer hours.
What shapes the price: the number of use cases, teams and users in scope, the complexity of integrations, and the length of post-launch support. Each package is quoted as a fixed scope after Discovery. monday.com licences and AI credits are billed separately by monday.com.
The AI Toolkit

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 first
✨

Sidekick

AI assistance for task action, analysis, content, data and productivity where a user remains directly involved in the work.

Assist & analyse
⚡

AI Blocks

Repeatable AI-powered extraction, classification, summarisation and enrichment inside operational workflows.

Process at scale
🔗

AI Workflows

Orchestrate agents, AI components, rules and actions into a coordinated multi-step process.

Orchestrate
🏗️

Vibe Apps

Custom interface experiences where a tailored UI adds value on top of the workflow or agent executing the work.

Interface layer
🧩

Integrations & Custom Services

APIs, CRMs, databases and custom services when the required outcome extends beyond native monday.com configuration.

Technical depth
🎙️

AI 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 & convert
Our Specialization

AI 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.

Flagship Cyprex AITP vertical
Lead→ Client onboarding→ Brief→ Campaign delivery→ Approvals→ Reporting→ Renewal
What specialization means: this is the vertical where Cyprex develops repeatable AI-transformation playbooks and deeper workflow expertise. The Assess → Align → Adopt methodology can still be applied to suitable clients in other industries.
01 · Client Operations

Client Intake & Onboarding

Capture briefs and requirements, qualify incoming work, create the right project structure and trigger the next steps without repetitive manual setup.

02 · Campaign Operations

Campaign Workflow Orchestration

Coordinate briefs, deliverables, owners, dependencies and deadlines while agents and workflows monitor progress and surface blockers.

03 · Creative Operations

Creative Review & Approval

Route assets and copy through internal and client approvals, summarize feedback and keep revision status visible without chasing updates manually.

04 · Reporting

AI Marketing Reporting

Generate first-draft campaign and client updates from live work data, highlight risks and exceptions, and reduce repetitive status-report preparation.

05 · Client Service

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.

06 · Agency Operations

Resource & Capacity Coordination

Improve visibility into workload, priorities and delivery pressure so teams can assign work more intelligently and respond earlier to capacity risks.

Use Cases Cyprex Delivers

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 Operations

Client Brief Intake & Triage

Capture incoming briefs, check them for missing information, set priority, create the right project structure and assign an owner.

AgentAI BlocksWorkflows
Creative Operations

Creative Review & Approval Routing

Route assets and copy through internal and client approvals, summarise feedback and flag overdue reviews before deadlines slip.

AgentAI BlocksWorkflows
Reporting

AI Campaign Status Reporting

Generate first-draft client updates from live campaign boards, highlight risks and prepare reports for account manager review.

SidekickAI BlocksWorkflows
Campaign Operations

Deadline & Blocker Monitor

Watch deliverables, dependencies and due dates across campaigns, then surface blockers and suggest next actions to the owner.

AgentSidekickWorkflows
Client Service

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.

NotetakerSidekickWorkflows
Agency Operations

Resource & Capacity Alerts

Compare workload with incoming work, spot overloaded teams early and recommend how to rebalance assignments.

AgentAI BlocksWorkflows
Reporting & Integrations

Campaign Data Consolidation

Pull performance data from ad platforms, analytics tools and spreadsheets into monday.com boards, with exceptions flagged for human review.

IntegrationAI BlocksAgent
🎯

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 →
Measuring Your Success

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.

⚙️
Productivity & Capacity

Hours saved · manual work reduced · throughput

Track how much time and capacity the new workflow returns to the team.

Example: reduce status-report preparation from 4 hours to under 1 hour per week.
🛡️
Quality & Risk

Error rate · rework · SLA misses · exceptions

Measure whether the new workflow improves consistency and reduces preventable operational risk.

Example: cut manual routing errors by 50%.
📈
Business Impact

Revenue · cost · response · cycle time

Use the client-selected impact measure defined during Business Impact Alignment.

Example: reduce qualified-lead response time from 1 day to under 2 hours.
◎
Adoption

Active usage · coverage · internal ownership

Check whether eligible work is actually using the new process and whether internal owners can operate it independently.

Example: 90% of eligible requests processed through the new workflow after go-live.
Why Cyprex

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.

🎯
Business problem first

We lead with the workflow and desired outcome. AI features are the implementation mechanism, not the sales headline.

🤖
Agent-first, not agent-only

Agent fit is evaluated and documented for every selected use case before another capability is chosen.

🔧
Technical depth beyond configuration

APIs, CRMs, PostgreSQL, cloud services and custom integrations can be incorporated when the workflow requires them.

📊
Measurement is built in

Baseline, target, SMART objective and post-launch health check are part of delivery from the beginning.

🤝
Adoption is delivered, not assumed

Training, internal ownership, monitored go-live and operating documentation are included in the path to completion.

↗
Modular expansion

Start with a measurable workflow, prove value, then expand into connected use cases when the evidence supports it.

After Go-Live

The relationship can continue after handoff.

For clients who want ongoing ownership, Cyprex can continue as a managed AI transformation partner.

Workflow optimisation

Review agent behaviour, prompt quality, exceptions and bottlenecks.

Credit & usage review

Monitor AI workload and tune architecture for value, reliability and cost.

KPI & adoption review

Revisit the agreed business outcomes and watch for adoption drift.

Quarterly AI roadmap

Identify the next use cases ready for prioritisation and modular expansion.

Start with Discovery

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