Classification and response preparation
Organize requests, summarize content and prepare drafts or records. We agree on what can continue through rules and what a person must approve before information is sent or changed.
AI and business automation
AI and automation for your business workflows
We combine software rules, integrations and AI features to address a specific process. Together, we agree on the information going in, the result you need and the decisions your team must review.
Choose a process that can be evaluated
An initial conversation helps us understand the current work and choose a focused test. We look for tasks, inputs and outputs that can be reviewed using representative examples.
Requests reviewed one at a time
Emails, messages or tickets may need classification, summaries and preparation for the next step. We define categories, owners and approval conditions.
Data entered more than once
Orders, forms and documents may contain information needed by another system. We review formats, fields and validation before proposing extraction or data entry.
Information that is hard to find
Manuals and procedures can provide sources for a team assistant. We first define the documents, permissions and questions it should handle.
Four ways to apply AI and automation
The scope defines each feature’s sources, access and actions. Integrations are assessed against the tools you use.
Assistants using your business information
Query your own documentation with defined permissions. We design how to show references, handle unanswered questions and refer a request to your team when needed.
Document processing
Extract fields and organize information from agreed document types. We assess quality, formats and results, with validation and review before incorporating them into your operations.
AI within existing systems
Add assisted search, summaries or classification to a business application. Permissions, calculations and business validation remain governed by the system’s rules.
What an assessment and pilot should define
The proposal should specify the data, workflow and evaluation method. Depending on what is agreed, it may include:
- A defined process, its owners and a set of authorized test examples.
- Information sources, input fields and the expected output format.
- Connections and permissions needed to read, prepare or record information.
- Validation rules, human review and handling of cases that cannot be resolved.
- Criteria for measuring quality, operating time, corrections and service usage.
- Pilot results and a continuation proposal with limits and outstanding adjustments.
From the current process to a decision on next steps
We work in stages to gather evidence about what is ready to use and what needs adjustment.
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Review the process and its data
We identify the tasks, systems and people involved. We check that authorized access to examples and sources is available to evaluate the idea.
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Agree on the test
We define inputs, outputs, permitted actions and review points. We agree on test cases and how results will be compared with the current work.
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Build and evaluate the pilot
We test the workflow with the agreed examples. We record quality, required corrections, time and service usage to identify limits and errors before expanding its use.
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Decide and prepare for operation
We review the results with you. If the work continues, we define deployment, owners, monitoring, recurring costs and support terms.
Data, review and costs that need to be clear
Data quality and the conditions of connected systems affect the result. A pilot helps evaluate that scope before deciding on an expansion; features and third-party services are agreed for each project.
- What information may be used, who authorizes it and which external providers would process it, if needed.
- What actions the workflow may take and which require confirmation or review by a person.
- What formats, languages, data volume and quality are included in the evaluation.
- How development is separated from applicable service usage, licensing, hosting and maintenance costs.
Questions before getting started
Do we need to replace our entire system to add AI?
We first assess the process, access and available interfaces. A feature may be added to an existing system or use a limited exchange of information, if the tools and their providers allow it.
How are answers or extracted data checked?
We agree on examples, rules and evaluation criteria. We define which results require human review and how to handle incomplete information, unsupported answers and actions that must not continue automatically.
Can we use internal documents or information?
We assess what information is authorized, who may access it and whether an external provider is needed to process it. Those decisions and data handling are defined before sources are connected.
Do costs end when development is complete?
Depending on the solution, there may be service usage, licensing, hosting and maintenance costs. The proposal should distinguish those items, usage limits and who manages the relevant accounts.
Does every automation need AI?
No. Rules and structured data may be enough to automate a task. AI can help interpret text, classify documents or prepare responses; we assess its usefulness, errors and cost against a rules-based solution.
Can we add a chatbot or assistant to answer questions?
We can scope an assistant that consults agreed sources and answers a defined range of questions. We review who will use it, the channel, the information it can access and when it should hand a question to a person. The pilot evaluates answers and references before extending its use.
Start with a specific task
Tell us how it is done today, what information it uses and the result you want. We can assess whether to define an initial review and pilot.
