AI & workflow automation
We connect business tools and automate repeated tasks such as moving details between records, assigning work and sending reminders. We can also use AI to summarize messages, extract information or prepare drafts. Your team stays responsible for the decisions and reviews we agree need a person.
A draft reply to a new inquiry
Imagine a new inquiry arrives by email while your team is busy. A connection could save the contact details, create a task and notify the person responding. AI could summarize the request and prepare a reply using approved information about your services.
The reply then waits for review. Someone checks the facts, availability and anything the customer has asked for before it is sent. If information is missing, the workflow flags the question for that person. We decide on these stopping points with you before building.
What needs deciding first
We need to know which records are authoritative, who can approve an action and what should happen when a connection fails. We also agree on the accounts and information the workflow needs access to.
A simple rule can often handle copying a field or assigning a task. AI is worth considering when the incoming information varies and interpretation helps. We test the proposed process with ordinary and awkward cases, including missing details, duplicate records and an unavailable reviewer.
The finished setup needs someone who can see errors, pause the workflow and maintain its source information. We include those responsibilities in the handoff to your team.
Talk with us
Show us a task you repeat and the tools involved.
We agree on the work and cost before a project begins.