01
Rules for predictable steps
Assess routing, notifications, scheduled actions and conditions that can be defined explicitly.
AI & Workflow Automation
Automate business processes with AI and workflows
Start with one repeatable process. Decide which steps need clear rules, where AI-assisted interpretation may help, and where a person must review or approve the result.
THE BUSINESS PROBLEM
Start with a repeatable process, not an AI promise
An automation brief needs a trigger, a process owner and an agreed result. If the task changes every time or the exceptions are unclear, map those decisions before choosing a workflow or introducing AI.
- What starts the work?
- Which decisions are predictable?
- When should a person take over?
Input
Decision
Rule / AI
Human review
Output
WHAT WE CAN PLAN
Use rules, AI and people where each fits
AI and Workflow Automation stay within one service. The appropriate mix depends on the inputs, error tolerance and review responsibilities of the process.
02
AI-assisted interpretation
Consider document extraction or classification only where representative inputs, evaluation and review can be defined.
03
Approvals & human checkpoints
Specify who can approve, reject, correct or escalate a task before the workflow continues.
04
Operational workflow candidates
Review document intake, sales follow-up and recurring reporting as potential processes, with exceptions and data dependencies included.
A PROPOSED PROJECT APPROACH
Pilot a bounded process before expanding it
- 01
Map the trigger
Define the input, process owner and expected output.
- 02
Choose the decision method
Separate rules, AI-assisted interpretation and human decisions.
- 03
Design the exception path
Identify missing data, failures and the point for escalation.
- 04
Evaluate a pilot
Agree representative samples, a baseline and review criteria.
- 05
Decide what to operate
Review the pilot before agreeing monitoring, ownership or expansion.
SCOPE & RESPONSIBILITIES
Design the exceptions as carefully as the active path
A pilot needs more than a successful demonstration. Define how it will be reviewed, operated and stopped when something requires attention.
- Inputs & access
- Representative documents, record sources, permissions and connected systems.
- Rules & review
- Conditions, AI suitability, approval boundaries and human decisions.
- Exceptions
- Incomplete input, failed actions, escalation and manual recovery.
- Evaluation
- A baseline, representative cases and measures agreed for the pilot.
- Monitoring & ownership
- Who reviews failures, updates rules and approves changes.
- Operating costs
- Third-party usage, workflow operation and ongoing review requirements.
No autonomous operation, accuracy rate or time-saving result is promised. Named tools and platforms require a separate capability and access assessment.
Discuss the scopeCONTEXT FOR YOUR PROJECT
Read before you define the brief
BUYER QUESTIONS
Before we discuss the project
Does every workflow need AI?
No. Explicit rules are often the appropriate starting point for predictable tasks. Consider AI only when interpretation is needed and the inputs, evaluation and review requirements can be defined.
What is a suitable first pilot?
Look for one repeatable process with an owner, representative inputs, a bounded outcome and known exceptions. Avoid beginning with an open-ended promise to automate an entire department.
What happens when an automated step fails?
The scope should identify detection, escalation, review and recovery responsibilities. A workflow needs a defined exception path rather than an assumption that every action succeeds.
Can the workflow use our existing tools?
That depends on available access, interfaces, permissions and third-party constraints. Assess those dependencies before selecting tools or confirming a delivery scope.
Who reviews AI-assisted output?
The brief needs to define review and approval ownership for the specific process. Uncertain or consequential output may need a person to check it before another action occurs.
LET’S DEFINE THE NEXT STEP
Bring one process worth understanding
Tell us what triggers the work, which tools it touches and where people need to stay involved. Use that as the starting point for a bounded automation brief.