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AI & Automation

Automate one defined workflow with approved inputs, exception handling, and human review.

For a repeated task with a process owner, available data, authorised access, and a clear approval boundary.

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Start with the task, controls, and measurable outcome.

Define the task, inputs, exceptions, owner, approval, and output first.

AI prepares the work. Your staff approve it.

The AI reads the document, prepares the entry, and waits for a person to approve before anything important happens.

Finance workflowDone
Staff reviewerReview requested
Read this supplier invoice and prepare the accounting entry.supplier-invoice.pdfBusiness document
AI assistant
read_document(document: "supplier-invoice.pdf")
required fields extracted
match_purchase_order(supplier and line items)
purchase order matched
draft_accounting_entry(approved field mapping)
entry prepared for review

The invoice was checked and the accounting entry is ready.

Accounting entry
Document
Fields extracted
Purchase order
Matched
Status
Waiting for finance approval
Approved by finance reviewer
Entry posted after approvalComplete
Describe a task or forward a document…
Interactive example using fictional invoice data. It is not a client system or accuracy claim.

A suitable workflow has repeatable inputs, measurable delay, clear ownership, and accessible data.

The task repeats with known inputs

The delay has an operational consequence

A process owner can define the rules

Data and system access are available

Three practical workflow patterns.

Document intake and approval

  1. Receive the document
  2. Extract fields and flag exceptions
  3. Record the reviewed result

Useful output

Review queueApproved record

Reporting and exception preparation

  1. Collect data from agreed sources
  2. Apply checks and flag discrepancies
  3. Prepare the reviewed report

Useful output

DashboardException list

Enquiry and internal work routing

  1. Receive the message or request
  2. Classify and prepare a draft
  3. Let staff review before sending

Useful output

Assigned queueDraft reply

Important actions stay visible and reviewable.

  1. Define approved sources

  2. Design for exceptions

  3. Keep human approval where it matters

  4. Test with real cases

The same three engagement models apply.

System Review$1,250 fixed

When the workflow, system state, access, or right first use case is unclear.

Fixed-Scope ProjectFrom $7,500

For one defined workflow with acceptance criteria and a controlled release.

Monthly System ImprovementFrom $3,250/month

When automation is one ongoing priority inside a known live system.

Final scope depends on data quality, access, integrations, user roles, exceptions, and production risk.

See full pricing

Common questions.

Can this work without replacing our current system?
Often, yes. The workflow may use existing APIs, exports, documents, or a separate review tool. We confirm what is possible after checking the current setup.
Will AI be 100% accurate?
No. Important workflows need confidence checks, exception handling, and human approval.
Can AI approve or send things automatically?
Possibly for low-risk cases after sufficient control and testing, but we usually begin with AI preparing the work and people approving material actions.

Which repeated workflow is important enough to fix properly?

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