Intelligence and Automation
AI Assistant and Workflow Automation
Remove the repetitive steps around your workflows, and ask questions of your data in plain language.
The business problem
A large share of staff time goes on steps that follow a fixed rule — sending the same reminder, copying data between screens, chasing the same approval. Meanwhile answering a simple business question requires knowing where to look.
Core capabilities
- Natural-language questions over your business data
- Summaries and drafting assistance
- Rule-based workflow automation across events
- Automated notifications and reminders
- Recommendations and insights surfaced from activity
How we deliver it
Identify the highest-volume repetitive sequences
Automate one workflow end to end and measure it
Extend once the first is reliably running
Customisation
Automation rules, triggers, conditions and actions are configured to your workflows. AI provider choice is discussed as part of scoping.
What to have ready
Most of what decides whether this works is settled before any software is configured.
- The rule written out in full, including every exception, because exceptions are where automation breaks
- A decision on what happens when the automation is wrong, and who notices
- Clean triggering data — automation on unreliable inputs produces reliable mistakes
- One process to automate first, chosen for frequency rather than for difficulty
When this is not the right fit
- Your process is not stable enough to automate — automating a moving target multiplies the churn
- You want it to make judgement calls that carry legal or financial consequence
- The manual step you want removed takes two minutes a week
Relevant industries
Questions
Talk to us about ai assistant and workflow automation
Tell us how this works in your business today and we will be straightforward about what fits.