Prepare enquiries for a response
Bring an email or form submission together with the relevant information, suggest where it should go and prepare a draft reply. Your team can check the details, adjust the response and handle anything unusual.
Practical AI for work people already do
Spend less of the working day copying information, sorting documents and preparing routine replies. We review the task, connect the right tools and test an AI or automation workflow with your team.
Which tasks keep taking your team's time?
Look for work that repeats, uses information you already hold and has an outcome someone can check. These are examples we can explore with you; the right approach depends on your systems, data and the people doing the work.
Turn documents into usable records
Extract agreed fields from incoming documents, flag missing details and send checked information to the right place. Keep the original document available so someone can verify the result.
Find answers in your own information
Help staff search approved guidance, policies or service information and prepare answers linked to their sources. Agree which material the tool can use and preserve the access restrictions around it.
Reduce rekeying and report preparation
Move information between forms, spreadsheets and business systems, then prepare recurring summaries. Use defined rules for transfers and calculations, with AI where interpreting or summarising text would help.
Automation we have put into practice
For a healthcare organisation, we connected online timesheets, automatic PDF filing and consolidated payroll data. The team retained review of the submissions. Our anonymised case study explains the work and its limits.
From an enquiry to a reply ready for review
One possible starting point is a shared inbox. This illustrative workflow shows how automation, AI and a member of your team can each handle a different part of the task.
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Collect the enquiry
Automation records the incoming message, checks for required information and routes it to the agreed queue. Missing details or failed steps are flagged for someone to handle.
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Prepare a useful draft
AI summarises the request and drafts a reply using approved business information. The original message and supporting sources remain available to the reviewer.
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Check, approve and send
A team member reviews the draft, changes it where needed and approves the response before it is sent. The workflow records the outcome for follow-up.
We would agree the data access, routing and approval rules before building this workflow, then test how it handles incomplete information and incorrect suggestions.
Start small, with a clear result to test
You can come to us with a task that takes too long or a specific idea for automation. We scope the review, trial and implementation with you, agreeing costs and responsibilities before each stage begins.
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Review one workflow
Map the steps, systems, people and exceptions. You receive a proposed approach, the access and integrations it needs, likely running costs and a practical way to judge whether it is worthwhile.
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Build and test a focused trial
Use approved examples to test the normal work and the awkward cases. Compare handling time, corrections and review effort with the current process before deciding whether to expand it.
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Put it into everyday use
Connect the agreed systems, document the workflow and show your team how to use it. Agree who monitors failures, maintains it and takes over manually if the automation stops.
Make it fit the way your business works
The useful part is a workflow your team can rely on and maintain. We look at the tools you already have, the information involved and what it will take to keep the work running.
Can we use our existing tools?
Often, yes. Microsoft 365 and Power Automate may provide a starting point for forms, notifications and approvals. We check the available connections, licences and permissions before proposing additional software or a custom integration.
Does the workflow need AI?
For copying approved data, applying fixed rules or requesting approval, conventional automation may be enough. AI can help with varied language, documents and drafts, where its results can be checked.
What happens to our information?
We agree what the workflow can read and send, who can use it and where information is processed and retained. Provider settings, permissions and sensitive information are part of the scope before testing begins.
What will it cost to keep running?
Allow for any licences, AI usage, hosting and ongoing maintenance as well as the initial work. We make these assumptions clear and consider review time and likely usage when assessing the benefit.
Start with the workflow you want to improve
Tell us which task repeats, the tools you use and where the time goes. You do not need a technical brief. We can help identify a useful first step and explain what a scoped review or trial would involve.