Example workflows
The workflows below are illustrations of our approach. They are examples, not client case studies, and contain no client names, data or results.
Enquiries arrived by email and were followed up inconsistently.
What goes in
Form submission stored in a database
AI / workflow
AI summary and qualification note · Record created in the CRM
What comes out
Notification to the owner
A shared inbox mixed invoices, support questions and sales enquiries.
What goes in
Classify each incoming message
AI / workflow
Extract key fields · Route to the right queue
What comes out
Draft a reply for review
Reports were assembled by hand from several spreadsheets.
What goes in
Collect data from source systems
AI / workflow
AI-assisted analysis and commentary · Generate a consistent report
What comes out
Human review before sending
Documents were retyped into internal systems.
What goes in
Extract fields from the document
AI / workflow
Validate against business rules · Write to the database
What comes out
Flag exceptions for a person
Send a short enquiry and we will reply with practical next steps.