Nov 2025 to now
AI4U B2B workflow automation
AI client product adoption leader
AI workflow automation and hands-on training for businesses at any stage. Creator of the SaaS EZ toolkit.
Scott Sheffield, AI adoption consulting for small businesses and sourcing teams
Currently Scaling SMB to enterprise businesses
Stop doing the repeat work by hand.Focus on growth.
Curating Technical Solutions to fit your teams needs. “One Workflow at a Time.”
One workflow at a time.
We pick the task together, I build it with you, and I train your team to run it. Claude, ChatGPT, n8n, HubSpot, Notion and the tools you already pay for, with you in charge.
A person approves every output.
Written rules for your data and a clear moment where you decide, so AI helps without taking over.
You already built the business.
Let me handle the heavy lifting. A short call, no pitch deck.
What keeps piling up?
Pick a task to see how I would set it up.
Example only: answering customer emails
- A customer email arrives
- AI drafts a reply from your FAQ and past answers
- You approve or edit A person decides
- Reply goes out and the thread is logged
Tools you might use: Claude or ChatGPT, your inbox, n8n or Zapier.
What I offer
For early and intermediate AI users. You do not need to be technical.
I run a:
Start here
A written plan for each workflow
You know what to automate and with which tool, before you spend anything on building.
You leave with: a clear first move.
- Discovery call and workflow map
- Neutral tool recommendation
- One page of safe-use rules
- Discovery call and sourcing workflow map
- Neutral recommendation across your ATS and sourcing tools
- One page of safe-use rules, with a person making every hiring decision
Fixed fee, quoted on a short call.
Learn it
Hands-on sessions on your own work
For one owner or a whole team, using your real tasks and the tools you already pay for.
You leave with: the skill to do it yourself.
- Claude, ChatGPT, Grok and Gemini side by side
- Prompts that give repeatable results
- Build with n8n or the integrations you already have
- Boolean search workflows that cut search time
- ATS integrations such as Greenhouse and Workday
- AI sourcing agents, set up with human review
Per session or per team, quoted on a short call.
Build it
Your first workflow, built with you
I build it alongside you and hand it over documented, with your team trained to run it.
You leave with: one workflow running.
- Prototype, QA and rollout, starting from templates in my SaaS EZ toolkit
- Customer support and CRM: Intercom Fin, Zendesk, Salesforce, Shopify, Stripe
- Agentic workflows with Claude Skills, MCP connectors and the Agent SDK
- Documentation and team training
- Prototype, QA and rollout
- ATS integration and a sourcing workflow with human review
- Documentation and team training
- Ongoing support available
Fixed scope, quoted after the diagnostic.
How an engagement runs
- Map one workflowWe list the repeated tasks, the tools and where the data lives, then choose the first one to automate.
- Build and test on real workI build the first version with you and we test it against real cases before anyone relies on it.
- Train your team to own itDocumentation and hands-on training, so the workflow keeps running without me.
Tool subscriptions and usage are billed by the vendors, separately from my fees. Not for you if you want AI to make hiring decisions, replace your team, or promise a guaranteed return. I do not give legal advice or run independent bias audits.
Top 100 companies supported
Frontier AI labs and enterprise accounts I have consulted for and supported.
Boeing
Meta
Kaiser Permanente
X
Reddit
AWS
Names and logos belong to their owners.
Results
Tap a number to see what it measured.
CSAT while running 100+ support tickets a week at SeekOut. Basis: self-reported, 2022 to 2026.
Customer impact projects
Four engagements. Pick one and its workflow draws itself.
AI4U · Consulting practice · Nov 2025 to now
SaaS EZ toolkit
A ready-made starter kit, so a small team does not have to design its AI setup from scratch.
- 13startups
- 39%fewer manual processes
Situation
Startups adopting AI needed a repeatable way to begin: shared prompts, automations and ground rules for company data.
What I built
Prompt libraries, automation templates and governance documents, deployed client by client. Alongside it, hands-on Intercom Fin AI rollouts and Claude API training for firms from owner-operated shops to private equity portfolio companies.
Outcome
Teams spent less time on manual work and had written rules for how AI is used. The 39% is reported by the 13 startups using the toolkit.
SeekOut · Enterprise recruiting SaaS · employed role
Fin AI enterprise deployment
I found out why customers kept hitting dead ends, rebuilt the help content, then put an AI chat in front of it.
- 35%SLA reduction
- $10M+ARR churn risk reduced
- <2 moaudit to live
Situation
A knowledge-base gap was leaving Tier 1 questions unresolved. I built the business case from Intercom, Jira, Salesforce and Claude data.
What I built
I pulled the signal sources together, rebuilt the knowledge base with a content audit, rich content and tagging with macros, then launched generative AI live chat with Tier 1 auto-resolution and escalation routing.
Outcome
Customers got faster answers, more questions resolved at Tier 1, and higher CSAT.
Frontier AI lab · Contract via Dexian · Feb to Apr 2026
Intelligent triage architecture
Every conversation now reaches the right place the first time: self-serve answers for the simple ones, a specialist for the rest.
- 60%+Tier 1 auto-resolution
- 40%fewer misrouted tickets
- <30 minspecialist hand-off, down from hours
Situation
Support queues spanning billing, Claude Code, MCP, Trust and Safety, and Privacy needed smarter routing.
What I built
A redesigned live-agent layer that scores each conversation on billing, usage and intent signals, then routes it to self-serve macros and the knowledge base, tracked iteration in Asana, or the specialist queue. The build included 353 macros and 15 knowledge-base taxonomies.
Outcome
Simple questions resolve themselves, and specialists receive the complex ones faster, with context attached.
Enterprise clients · Identity and access programs
Identity and access management
Employees sign in once, and their access follows them from the first day to the last.
- 50+SSO implementations and migrations
Situation
Top enterprise companies in technology, health care and defense needed single sign-on and automatic provisioning in place of manual account setup.
What I built
SAML configuration, XML and signing-certificate verification with Okta, and SCIM provisioning so access follows the employee lifecycle. I also led a SQL-to-AWS migration across 81 accounts and 30,000+ users.
Outcome
Customers moved to single sign-on with access that updates as people join, change roles and leave.
Feeling behind? You are not alone
Most small businesses already use AI. Few have it working inside daily operations.
What owners report
Tap a bar. Share of owners surveyed, or of AI users where marked.
Source: Goldman Sachs 10,000 Small Businesses Voices survey, 1,256 owners, January to February 2026.
Efficiency in effect
An illustrative one-page workflow map: quote follow-ups. Not a client deliverable.
- A quote goes out by email
- You remember to check back
- You write each follow-up by hand
- You track replies when there is time
- A quote goes out by email
- AI drafts a follow-up from your past messages
- You approve or edit A person decides
- The follow-up goes out and the tracker updates
I send about follow-ups a week. Each takes about minutes today, and approving a draft would take about minute.
$
Use what the hour actually costs you: an employee’s wage plus payroll and overhead, or what an hour of your own time is worth. An owner’s hour is usually worth more than a wage.
Your numbers, plain arithmetic: follow-ups a week, times the minutes saved on each, over an average month. It is an illustration of where the time goes, not a forecast, a guarantee or a result I have measured for a client.
Tools, data rules and who approves
Who I am, client reviews and AI4U answers
Everything else, one tap away.
“AI is evolving as you read this. This is why I started AI4U.”
A decade owning AI product, workflow automation and CRM and SaaS support. Former frontier AI lab experience, and a software product owner and AI support engineer at SeekOut from 2022 to 2026. I handle the technical solutions so your company can focus on growth, and I teach owners and teams to use AI in ways that keep a person in charge.
- SeekOut CX Member of the Year, 2022, 2023, 2024
- M.S. AI Engineering, in progress, Quantic
- Completed Claude 101 (Feb 2025) and AI Fluency (Oct 2026), Anthropic Academy. Verify: Claude 101, AI Fluency
“Scott stepped in with his deep technical knowledge and made the entire process smooth and understandable. […] He never rushed through anything and always made sure I felt comfortable and confident before moving on.”
Read the full recommendation
“Scott was incredibly helpful when I began building the operational foundation for Coastal Cravings Cookies. I needed a reliable way to organize and maintain my customer data and track important details for future growth. Scott stepped in with his deep technical knowledge and made the entire process smooth and understandable. He helped structure and cultivate the database using SQL so the information stayed clean and accurate as the business grew. He also trained me on how to use Zendesk as a CRM for customer information and showed me how to integrate the systems so everything worked together with less manual effort. His proactive mindset and clear explanations made complex tasks feel easy to learn. What stood out most was Scott’s patience and his ability to adapt to my learning style. He never rushed through anything and always made sure I felt comfortable and confident before moving on. He genuinely cares about helping others succeed and always goes out of his way to make sure you have what you need. Scott is empathetic supportive and exceptionally skilled at teaching both the how and the why behind the tools he uses every day in the SaaS world. I am grateful for the foundation he helped me build and I know any team would be lucky to have Scott working alongside them offering solutions and uplifting everyone around him.”
“Scott consistently demonstrated deep knowledge of the platform and provided exceptional support throughout our collaboration. […] Scott’s ability to understand our business needs and translate them into practical solutions was invaluable.”
Read the full recommendation
“I had the pleasure of working closely with Scott from Seek Out and I can confidently say he is a professional partner. Scott consistently demonstrated deep knowledge of the platform and provided exceptional support throughout our collaboration. His proactive approach, clear communication, and willingness to go the extra mile made even complex projects run smoothly. Scott’s ability to understand our business needs and translate them into practical solutions was invaluable. His professionalism and responsiveness made every interaction productive and enjoyable. Working with Scott was a truly positive experience, and I would highly recommend him to any organization looking for a knowledgeable, reliable, and collaborative partner.”
“What really sets him apart is his ability to balance that technical depth with strong customer intuition. […] That shows in his results, including a consistent 98% CSAT.”
Read the full recommendation
“I’ve had the opportunity to work closely with Scott and can confidently say he’s someone every AI/product enablement team hopes to have, especially in a fast-paced, technical environment. Scott has a natural instinct to jump in and help wherever it’s needed. Whether it’s troubleshooting in Slack or supporting customers directly in Intercom, he doesn’t wait to be assigned work. He actively looks for ways to contribute, often taking on proactive items like SSO/SCIM to help reduce pressure on engineering, all while staying calm, positive, and focused on solutions.
Technically, Scott is strong across the board, from CRM systems to support tooling and enterprise user management. What really sets him apart is his ability to balance that technical depth with strong customer intuition. He knows how to meet customers where they are, explain things clearly, and build trust quickly. That shows in his results, including a consistent 98% CSAT.
He’s also just a genuinely supportive teammate. Scott has a team-first mindset, collaborates easily across functions, and is always willing to share knowledge or step in when things get busy. He’s constantly thinking about how to improve processes and make things more scalable, not just for himself, but for the whole team.
On top of all that, he brings a positive, steady presence that makes a real difference day to day. He’s reliable, adaptable, and always looking to get better, both for the team and for the customers we support.”
Do I need to be technical?
No. We start with one task, described in plain language. I teach the tool as we build, and I write down every step so you can repeat it.
Which AI tool should I start with?
It depends on the task and on the software you already pay for. I compare Claude, ChatGPT, Grok and Gemini on your real work and recommend the simplest fit, even when that is a tool you already own.
Is it safe to put customer or candidate data into AI tools?
Not by default. Free, personal and business plans handle data differently, and defaults change. We check each tool’s data and model-improvement settings together, I write one page of rules, and I recommend a business plan for anything sensitive.
Can AI make hiring decisions for us?
I do not set it up that way. AI can help with sourcing, outreach, scheduling and admin, and a person makes every decision. Hiring AI is regulated in some places, so I coach adoption and design workflows. I do not give legal advice or run independent bias audits.
What does it cost?
I quote a fixed scope after a short call. Tool subscriptions and usage are billed by the vendors, separately from my fees.
Are you affiliated with Anthropic, OpenAI, xAI, HubSpot, Notion or n8n?
No. I am an independent consultant. I was a contract product owner at Anthropic from February to April 2026 and I used several of these tools in past roles, but I am not affiliated with or endorsed by any of them.
- Claude
- An AI assistant for writing, analysis and building documents. It connects to business apps through connectors and, with Claude Code, can carry out multi-step tasks.
- ChatGPT
- A general assistant with custom GPTs, research and agent-style features across free and paid business plans.
- Grok
- xAI’s assistant, available on X, grok.com and an API, with real-time X and web search.
- Gemini and Copilot
- The natural fit for teams that already live in Google Workspace or Microsoft 365.
- n8n
- A visual workflow tool with AI agent steps, hosted or self-hosted. Suits teams comfortable with technical setup. Zapier or Make can suit non-technical owners better.
- Intercom Fin and Zendesk
- Live chat agents that answer customer questions and hand the hard ones to a person with context attached.
- HubSpot
- CRM with marketing and service tools built in, and AI for drafting and routing. Often the first real system a growing business puts in place.
- Notion
- Docs, wikis and project tracking in one place, with AI that can search and draft across everything your team has already written.
- Figma
- Design and whiteboard files a whole team can work in. I use it to map a workflow with you before anyone builds it.
- Tableau
- Dashboards on your own data. The right tool when the question is what is actually happening, rather than what should we write.
- ATS and agentic sourcing
- AI that turns a job description into a searched, scored shortlist and drafts outreach. A recruiter approves messages and makes every advance or reject decision.
Last checked October 2026. Plans, models and prices change often, so check each vendor’s own pages. I recommend by task, not by vendor.
Feb to Apr 2026
Contract via Dexian
Anthropic Frontier AI lab
Technical product owner, Claude API
Supported enterprise Claude API customers and redesigned the Intercom triage architecture. Supported rollouts of Claude Skills and multi-step agents built with Claude Code, the Agent SDK and MCP servers, and wrote SKILL.md specs connecting Google Drive, Gmail, Slack and Zendesk. Diagnosed API issues such as rate limiting, streaming, token and context limits, and model routing, and wrote the resolution playbooks.
Aug 2022 to Feb 2026
SeekOut Enterprise generative AI sourcing
Senior AI platform support specialist and software product owner (SSO and AI support)
Built Intercom and the Fin AI deployment from zero for enterprise accounts including AWS, Boeing and Meta. 98% CSAT.
Aug 2018 to Aug 2022
Home Franchise Concepts SaaS platform
Senior client solutions, enterprise software team
Built Zendesk from zero across nine brands and integrated it with Salesforce. Owned Zendesk and Jira administration, MDM and SCIM provisioning.
Mar 2015 to Apr 2017
RateHighway SaaS platform
SaaS product support owner and SQL operations
Enterprise onboarding, training and B2B support. SQL reporting and dashboards.
How I handle your data
- Use a business plan for customer or candidate data.
- Keep passwords, keys and secrets out of every chat.
- Check each tool’s model-improvement setting. Do not assume it is off.
- Give connectors the least access they need.
- A person approves the output. In hiring, a person makes every decision.
These are my working rules, not vendor policies, and not legal advice.
Systems I have worked in
Intercom (Fin AI), Zendesk, Freshdesk, Salesforce, Jira, Shopify, Stripe, Smartsheet, Google Workspace, Claude API, ChatGPT, Gemini, Claude Code, MCP servers, SQL, Tableau, AWS, Azure, Okta
Bring me one task that repeats every week.
You already built the business. Let me handle the heavy lifting. Tell me which task repeats and which tools you use today, and we will find where AI fits and map the first workflow together.
Not sure where to start? No problem — put me in, coach.
- Phone
- (562) 769-9859
- Based in
- Los Angeles · works remotely
- Reply time
- Within two business days