How to Start Using AI in Your Business: One Task, One Pilot
Choose one recurring task, define review and access boundaries, and measure an AI pilot before expanding it.
4 min read
AI Solutions & Work Automation
We turn a recurring task into a workflow that runs on its own, with your team reviewing it
We do not start with the tool. Together we pick one recurring, measurable task and define what triggers it, what data it needs and where a person has to step in. Then we build an agent or automation for it and trial it before expanding.
Does this sound familiar?
- Customer enquiries arrive through WhatsApp, email and forms, and nobody knows who replied to what.
- An employee spends hours every day copying data from one place to another.
- The same questions keep coming up, and the answers sit in files nobody can find quickly.
- Reports and meeting minutes are written by hand every week, in the same way.
- People have tried AI tools individually, but they never became a way of working for the team.
Who is this solution for?
- Sales and customer service teams that receive many similar requests.
- Departments whose employees need answers from documents and policies.
- Companies with existing systems that want data to move between them without manual copying.
What we do
Intake and classification
Collecting enquiry details from different channels, classifying the request and routing it to the right person.
Answers from your knowledge
An assistant that answers only from your approved documents and hands what it does not know to an employee.
Summaries and drafts
Summarising files and meetings, and preparing first-draft replies, proposals and reports for review.
Connecting and updating
Updating records and creating follow-up tasks in your systems, where a suitable connection method and permissions are available.
What you receive
- A written description of the task workflow: what triggers it, its data sources and its review points.
- An agent or automation, configured and connected to the agreed tools.
- Test scenarios covering normal and exceptional cases, with their results.
- Operating instructions and training for the team, and a way to track errors and indicators.
- A clear estimate of the cost of the external services the solution depends on.
How we work
We start small on purpose: one task, a limited pilot, then a decision based on the result.
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Choose the task
We review how often it recurs, the quality of its data and the impact of an error, and set the success criterion.
Your partYou choose the task with us and name its owner.
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Map the workflow
We define the steps, data and permissions, and what needs human approval.
Your partYou approve the limits of what the agent does on its own.
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Build a limited pilot
An agent or automation that works on a portion of real requests.
Your partYou provide test data and access to the tools.
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Test and review
We try normal and difficult cases and review the results with the owner.
Your partYour team reviews a sample of the outputs.
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Expand on evidence
We widen scope or permissions only where the pilot has proven its value.
Your partYou decide whether to expand, based on the numbers.
Illustrative example
From a WhatsApp enquiry to a task with an owner
One enquiry, followed from the first message to a task that someone owns.
The enquiry arrives
A customer asks about a service. The agent asks for the missing information.
The agent prepares
It summarises the request and records it in the system with approved data.
The owner reviews
Unclear cases go to an employee to decide.
Work moves forward
A structured request, a named person following up, and a date for the next step.
Automation by industry
Questions before you begin
Short answers to what people ask most before we start.
Is your question not here?
Request a meeting and we will answer for your own case.
Request a meetingDo we need to change our current systems?
Usually not. We build on the tools you have, as long as they offer a suitable way to connect. If they do not, we explain the alternatives before starting.
Does the agent work without human review?
For each step we define whether it runs automatically or needs approval. Sensitive decisions, such as payment or commercial commitments, stay with your team.
What if the model gets it wrong?
AI models can make mistakes. That is why we restrict answers to your approved sources, hand unclear cases to an employee, and keep monitoring a sample of the results.
How do we know the solution is worthwhile?
Before building, we agree on a clear indicator, such as response time or the number of requests with complete data, and measure against it in the limited pilot.
What determines the cost?
The number of tasks, the systems to be connected, and the expected usage of external services. The proposal sets out the expected monthly running cost.
Do you have fixed prices?
No. Pricing is by request, because every project differs in scope. We analyse what you need and plan delivery in stages, so your budget goes first to what helps you most, and you do not pay for what you can do without.
Does our data stay private?
We agree with you which data is sent to which service, choose settings and providers that suit the sensitivity of your data, and document this in the workflow description.
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Your next step
Which task repeats every day?
Describe it to us in two lines. We will tell you whether it suits an agent, a simple automation, or neither.