Tested on your inputs
Real documents, records and edge cases, not sample data.
AI & Workflow Transformation
Automate documents, approvals and handoffs, with human review
AI workflow automation designed around the way your business actually operates, used only where it offers a practical advantage and can be evaluated against real inputs.
AI beyond chatbots
AI beyond chatbots, with a person in control
Repetitive work and disconnected handoffs consume hours the team cannot get back. We map one workflow, find the steps AI can do reliably against real inputs, and design the review points where a person must stay accountable.
- Manual steps replaced by reviewable, auditable automation
- Systems that exchange data instead of relying on re-entry
- Human review where it matters
- Request arrivesemail, form or ticket
- Retrieveapproved knowledge only
- Draftwith source citations
- Confidence checkLow: route to a named reviewer. High: sync to the record.
- Audit logquestion, sources, action
Automation opportunities
Is this workflow ready to automate?
The workflow that annoys people most is not always the one worth automating first. Check it against four questions before anyone writes code.
Frequency
Forty times a day is a candidate. Twice a quarter usually is not.
Variation
Two or three exception paths can be handled. Fifteen means the decision was never defined.
Cost of error
High stakes? Automate the preparation and keep the decision with a person.
Integration
The hard part is reaching the systems. A legacy system with no interface is a different project.
What we build
Where AI does the work, and where a person decides
Documents as they really arrive
Invoices, forms, contracts and emails: scanned, mixed-format, out of order. Extraction and classification are tested on your documents, with a defined path for anything the model is unsure about.
- Representative test sets and measurable evaluation criteria
- Uncertain fields routed for human review instead of guessed
- A defined path for low confidence, missing inputs and unavailable dependencies
Applied AI capabilities
Document extraction and classificationEvaluation and guardrailsHuman-in-the-loop review flows
Assistants that answer from approved sources
Retrieval-based assistants and human-in-the-loop agents that gather context and draft responses, citing the source on every answer so a person can check it.
- Approved sources with access control
- Confidence thresholds that escalate uncertain cases to a named reviewer
- Audit log of questions, sources used and actions taken
Questions to settle first
- Which knowledge is authoritative, and who keeps it current
- What the assistant is never allowed to answer or act on
- How reviewers are notified and how quickly they respond
Automation connected to the systems you already use
CRM automation, lead qualification and follow-up, customer service workflows, approval and reporting automation, and business-system integrations, so data moves without re-entry.
- Business rules and AI models combined, each where it fits
- Monitoring and fallback behaviour documented at handover
Solution blueprint. Not a client case study.
Lead and Follow-Up Automation
- Single intake pathfor every enquiry source
- Qualification rulesAI assistance where inputs are unstructured
- CRM recordcreated without duplicate entry
- Follow-upscheduled with ownership and escalation
Case study in preparation
Monetiq: an AI solution built around an OCR document workflow. The full case study is being prepared.
See Monetiq- Document extraction and classification
- Evaluation and guardrails
- Human-in-the-loop review flows
- Retrieval-based assistants
- CRM automation
- Lead qualification and follow-up
- Customer service workflows
- Approval and reporting automation
- Business-system integrations
- Audit log
Human review and control
How we keep AI accountable
A named reviewer
Confidence thresholds route uncertain or high-impact cases to a person who is accountable for approving them.
An audit trail
Every question, source and action is logged.
Documented handover
Monitoring, fallback behaviour and runbooks your team can operate.
Behaviour under uncertainty, decided before a workflow goes live
A demonstration answers every question. A production system must be able to decline.
What production readiness means- What confidence threshold routes a case to a person
- Who that person is, and how quickly they are expected to respond
- What the system does while it waits
- How a reviewer's correction feeds back into the process
Industries
Where we apply it
Example workflows. Not client claims.
Intake documents in many formats, referral routing and records that live in too many places.
Learn moreEnquiries from many sources and follow-up that depends on memory.
Learn moreExceptions handled by inbox and reporting rebuilt by hand.
Learn moreReports rebuilt every period and reconciliation across systems.
Learn moreQuestions
Before you get in touch
Anything else, ask us directly. Enquiries are usually answered within one working day.
What is AI workflow automation?
AI workflow automation combines software integrations, business rules and AI models to complete or assist operational tasks. A production workflow also needs evaluation, exception handling, monitoring and clear human ownership.
Can you integrate with our CRM or ERP?
Potentially, yes. Feasibility depends on the system's APIs, access model, data quality and vendor limitations. These constraints are assessed before implementation is committed.
How do you reduce AI errors?
We use representative test sets, measurable evaluation criteria, confidence thresholds, constrained outputs, source references where appropriate and human review for uncertain or consequential cases.
How is our data handled?
Confidentiality terms are agreed in writing before any document sample is shared. We request the narrowest access the work needs, and credentials live in a managed secret store and are rotated when the engagement ends.
Tell us which workflow eats the most hours
If software is not the right answer, we will say so before any engagement begins.
Discuss your project Usually answered within one working day.